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Leslie Bonacum
Neil Allen

CCH Tax Notebook, New Execusite Deal Expands Web Presence For PROSYSTEMFX

(TORRANCE, CA., December 13, 2000) - Clients of firms using ProSystem fx Tax from CCH INCORPORATED (CCH) will be able to organize and submit their personal tax data over the Internet this tax season using the exclusive Tax Notebook™ ( online tax organizer. In addition, ProSystem fx has signed an agreement with Execusite, the premier web site solution provider to accounting and tax professionals, to bring the new web-based Tax Notebook to Execusite customers as well. Tax Notebook’s move to the web creates new and compelling opportunities for accounting professionals to create and maintain an attractive, client service-oriented and profitable presence on the Internet.

Tax Notebook on the Web

The Tax Notebook online organizer fundamentally changes the way firms collect their clients' tax data, process their returns and market their services.

"Clients make entries in the Tax Notebook on their own computers, in their own homes, at their own pace. They don’t have to answer any irrelevant questions, and in many cases, the Tax Notebook will already be partially populated with data from last year’s Pro Forma," said Bob Dias, Marketing Manager, ProSystem fx Office.

The Tax Notebook guides clients through a streamlined tax interview process that is more intuitive and less time consuming than completing the traditional paper client organizer. Clients can clearly track which sections are complete and which still need input so they can easily monitor their progress. Also, they can print a report of their information for their own records.

Client Notebooks are password-protected and stored in encrypted form on secured CCH servers, protected by Secure Socket Layer (SSL) technology, which ensures that all Tax Notebook information remains safe and private.

Firms Save Time, Increase Accuracy

Firms and tax professionals reap multiple benefits from making Tax Notebook part of their practice.

The Notebook allows secure transfer of data via the Internet, eliminating all administrative and mailing costs associated with paper tax organizers. Most important, client data from Tax Notebook can be seamlessly integrated into ProSystem fx Tax, dramatically reducing data entry, review time and the associated costs. The Tax Notebook is an attractive, up-to-date ambassador for the firm. A Tax Notebook Toolkit allows firms to fully customize the Tax Notebook with a personalized welcome page that includes their name and logo, as well as an electronic checklist that provides clients with instructions and important reminders. The Toolkit also serves as a security system, with a firm administrator responsible for modifying staff access at the Internet Toolkit level. The same security levels set in ProSystem fx Tax can also be used to restrict staff access to the Tax Notebook Toolkit itself.

"The Toolkit gives the firm control over the look and functioning of the Notebook and integrates it into a smooth workflow," Dias noted.

Execusite Establishes Professional Web Presence

Firms that want an enhanced Internet presence to reinforce their professional image, round out their marketing channels and improve client communications can complement the ProSystem fx Tax Notebook with a web site from Execusite.

A graphically rich web site that builds a firm’s image and provides compelling content to clients is the focus of Execusite’s proprietary Web Engine technology. With Execusite, firms create deluxe, full-featured web sites in minutes and fill them with tools and information that will attract clients and bring them back again and again. More than just a simple "home page", Execusite is a comprehensive package that can include specialized calculators, calendars and newsletters – and it is the perfect home for Tax Notebook.

Firms can also feature CCH premium content on their Execusites. This consists of plain-language tax highlights that underscore the firm’s professional expertise and compel their clients to take action.

"With Tax Notebook and Execusite, firms can fully enter the online world with professionalism and confidence," Dias said.

For More Information

For more information or a demonstration of Tax Notebook, visit or call 1-800-PFX-9998.

For more information or a 30-day free trial of Execusite, visit the ProSystem fx web site and click on the Execusite banner.

About Execusite

Execusite, Inc., based in Irvine, California, is a wholly owned subsidiary of Website Pros, the nation's first comprehensive, full-service web site design and development company dedicated to serving small businesses. Based in San Francisco, Calif., Website Pros, Inc. is a privately-held company that is funded by Norwest Venture Partners, Crosspoint Venture Partners, Pivotal Asset Management, Chase Capital Partners,, Office Depot, Dell and Bell Atlantic.


CCH INCORPORATED, founded in 1913, has served four generations of business professionals and their clients. The company produces approximately 700 print and electronic products for securities, tax, legal, banking, securities, human resources, health care and small business markets. CCH is a wholly owned subsidiary of Wolters Kluwer North America. The CCH web site can be accessed at The CCH ProSystem fx web site can be accessed at

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