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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 (http://www.prosystemfx.com)
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 Notebooks 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 dont have to answer any irrelevant questions, and
in many cases, the Tax Notebook will already be partially populated with data from
last years Pro Forma," said Bob Dias, Marketing Manager, ProSystem fx
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 firms image and provides compelling
content to clients is the focus of Execusites 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 firms 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 http://www.prosystemfx.com or call
For more information or a 30-day free trial of Execusite, visit the ProSystem fx
web site and click on the Execusite banner.
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,
PurchasePro.com, Office Depot, Dell and Bell Atlantic.
About CCH INCORPORATED
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 www.cch.com. The CCH ProSystem fx web site can be accessed at www.prosystemfx.com.
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