CompleteTax ProTM From CCH Offers Firms Two Ways To Profit From Do-It-Yourselfers
(TORRANCE, CALIF., November
5, 2002) Ė CompleteTax ProTM,
the online do-it-yourself tax prep affiliate program designed to build
business for tax professionals, now comes in two versions offering
different levels of customization. Developed by CCH Tax Compliance, a
leading provider of professional tax software and services, CompleteTax
is a turnkey solution that can open a new revenue stream, build a firmís
practice and enhance its web presence. (For additional information, call
1-800-841-8453 or visit tax.cchgroup.com/completetaxpro.)
"With CompleteTax Pro, weíve shown that
professional tax firms donít have to watch from the sidelines as more
and more people do their own tax returns using consumer-oriented
software," said Kevin Robert, president and CEO of CCH Tax
"Now weíre giving firms a choice over how much
commitment they want to make and how they fit CompleteTax Pro into their
total professional services lineup and marketing strategy," Robert
Built Around a Proven System
CompleteTax Pro is CCHís professional affiliate
program built around CCHís proven CompleteTax.com online individual
tax preparation system. First developed in 1999, the easy-to-use
CompleteTax system handles federal and all state returns.
Next year, CompleteTax Pro will be available in two
versions for 2002 tax year returns: Standard and Private Label.
Standard Version Requires Minimal Involvement
Under the CompleteTax Pro Standard model, firms simply
provide a link from their web sites to a secure CCH server and customize
the program by adding their own name and logo to selected pages via the
CompleteTax Toolkit. Requirements for a firmís involvement and
commitment are minimal.
All paying customers who take advantage of a firmís
CompleteTax Pro Standard program are charged $24.95 to prepare and
process their returns. CCH handles all the processing and provides
complete back-office product support, including program and data hosting
on secure servers, automatic program updates and maintenance, electronic
transmission of e-filed returns, technical support and all e-commerce
functionality, including credit card processing and revenue-sharing
"The new CompleteTax Pro Standard model is the
perfect choice for firms that are looking to simply build their business
and increase revenue streams," said Mike Sabbatis, vice president
of sales and marketing for CCH Tax Compliance. "It requires very
little time and effort on a firmís part, which is very attractive to
Firms Enjoy More Customization Options with Private
With the CompleteTax Pro Private Label option, firms can
create their own private brand for the do-it-yourself tax preparation
product, with several web site and price customization features.
A firmís Private Label version of CompleteTax Pro is
truly that. The firm creates its own unique brand name for the program
and chooses from six color schemes for the look and feel it prefers.
Firms choosing the Private Label option also have the ability to
customize pricing, with price points ranging from $17.95 to $49.95,
providing the flexibility to offer discounted or premium priced returns.
CompleteTax Pro Standard and Private Label are both
designed so that firms can encourage or seek out a greater level of
involvement with their self-preparing customers. One way to do this is
to enable the "Ask a Professional" option which allows users
to seek help from the firmís professionals. Firms can also take
advantage of the "Ask a Professional" feature by using the
CompleteTax Toolkit to set parameters that will flag returns meeting
certain criteria, such as entries on forms that indicate an opportunity
to offer additional planning services.
"These features provide firms with a logical way to
show how their individualized services can deliver value to this
do-it-yourself audience," Robert noted.
Whether firms or their clients initiate the contact,
professionals can readily import data collected from CompleteTax Pro
into their ProSystem fx Tax system, speeding the resolution of
questions and the setting up of client files.
Options, Standard Features With Both Versions
With either version, firms can also selectively offer
CompleteTax free of charge as a promotional program or as a goodwill
gesture for select accommodation returns, such as dependents and
In addition to placing links on their own web sites,
firms can also place links to either the Standard or Private Label
versions of CompleteTax on the sites of their business or
organizational clients. The sub-account can be branded with the firmís
or clientís logo, which allows the firm to reach through its clients
to the customers, members or employees using the site.
End-users of either version have access to a
comprehensive online help system including "Frequently Asked
Questions," CCH technical support via e-mail and optional Internet
text chat support. For help with substantive tax issues, users have the
online CCH Tax Guide for CompleteTax, containing over 500
pages of thorough, easy-to-understand tax explanations, tips, worksheets
and other helpful tools.
"No matter which model they choose, firms will know
that they are supplying a high-quality product with lots of valuable
tools and content from a trusted source," Sabbatis said.
Availability and Pricing
For more information on the CompleteTax Pro affiliate
program, call 1-800-841-8453 or visit tax.cchgroup.com/completetaxpro. A
nominal set-up and maintenance fee of $195 is required when an order for
CompleteTax Pro Standard is processed. The set-up and maintenance fee
for CompleteTax Pro Private Label is $995.
About CCH Tax Compliance
Headquartered in Torrance, CA, CCH Tax Compliance is a
leading supplier of software for tax and accounting professionals. It
offers The ProSystem fx Office a powerful, integrated suite that
includes modules for tax compliance, tax planning, trial balance, fixed
assets, practice management, paperless tax and audit engagements,
and web site development.
About CCH INCORPORATED
CCH INCORPORATED, headquartered in Riverwoods,
Ill., was founded in 1913 and has served four generations of business
professionals and their clients. The company produces more than 700
electronic and print products for the tax, legal, securities, insurance,
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 cch.com.
The CCH tax and accounting web site can be accessed at http://tax.cchgroup.com.
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