2013 Review of CCH IntelliConnect

From the Dec. 2013 issue.

Best Fit:

Tax, accounting and legal professionals needing a comprehensive research solution, particularly those doing a significant amount of research on mobile devices, using CCH ProSystem fx Tax, and internally collaborating on research projects.

Strengths:

  • Integration with CCH ProSystem fx Tax and CCH Axcess
  • Among the products reviewed, IntelliConnect is the only one to provide nearly all of its content and functionality through a mobile app.
  • Content on the mobile app may be easily converted to PDF, e-mailed, or shared to social media sites.
  • Tabs built in to the interface allows multiple documents to be open at the same time and makes it easy to move between documents.
  • Allows greater collaboration by highlighting text, adding notes, and sharing research folders with selected colleagues.

Potential Limitations:

  • CCH Mobile is not currently available for Windows Phone and Blackberry devices, however, they may use mobile versions of the IntelliConnect site.

Summary & Pricing

IntelliConnect is the web-based research platform from CCH, a Wolters Kluwer business, providing tax and accounting professionals with tax news, journals, tools/smart charts, forms, and many other resources for research. New features include a redesigned home page, the ability to share research folders with colleagues, and the ability to add notes and highlight text.

IntelliConnect subscribers can access tax news and research tools with CCH Mobile, which is available for iPad/iPhone, Android devices, and Kindle Fire HD. The mobile app provides much of the functionality found in the desktop site. Users can save documents to folders, save documents to PDF, e-mail documents, and also copy and paste text. Recent enhancements to the mobile app include the ability to e-mail documents to mobile device contacts and share news directly to Facebook, LinkedIn and Twitter.

Tax and accounting firms of all types and sizes use IntelliConnect for its wide range of content. Library subscriptions start at $200, with additional fees for adding users or content. CCH Mobile is free to download, but requires an IntelliConnect ID and password to use the app.

---------------------------
Read the full review.
---------------------------

Request more information about this product.

Loading