drive forward with cch accountants' suite

Drive forward withCCH Accountants’ Suite

INTEGRATED.INTELLIGENT.

Fast forward your practice with technology that’s beyond the best

Imagine a practice so advanced that every process and system optimizes efficiency, streamlines costs and drives tighter collaboration. Wolters Kluwer has been envisioning such a practice since we launched in 1946. Today, that vision is a reality, driven fast forward by CCH Accountants’ Suite – integrated, intelligent technology that’s simply beyond the best.

What does beyond the best look like?

Turn the page and see for yourself.

CCH ACCOUNTANTS’ SUITE

I

2 One Powerful Solution

4 Research & Development

6 That's Wolters Kluwer

PRODUCTS

8 Taxprep®

17 CCH Scan

20 CCH Portal

23 CCH Document

26 CCH KnowledgeConnect

28 ProSystem fx Practice Management

30 CCH Workflow - Powered by XCM

32 CCH Engagement

35 CCH Protfit Driver

38 CCH Site Builder

41 ProSystem fx Tax

43 Tax and Accounting Research

45 Financial Planning

TRAINING

48 Meet Our Trainers

50 Essential Learning

52 Enhanced Learning Options

54 What is True Content Management?

55 Ten Tips for Making the Move to Paperless

TABLE OF CONTENTS

Taxprep and Window on Canadian Tax are registered trademarks of Wolters Kluwer Limited. FP Solutions is a trademark owned by Wolters Kluwer Limited. Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated. Microsoft Office, Excel, Outlook and Windows are registered trademarks of Microsoft Corporation. CaseWare Working Papers is a trademark of CaseWare International Inc. All other product names are trademarks or registered trademarks of their respective owners.

CCH

Eng

agem

ent

II

■ Centralized, secure native file management system

■ Save time – find files fast■ Enhance collaboration ■ Enjoy anytime-anywhere

access to client files

■ Secure and convenient document exchangeregardless of file size

■ Easy and effectivecollaboration with clients

■ Reduce hard costs and improve file management

■ Accurate and relevant research is always right at your fingertips

■ Context-sensitive links from Taxprep to relevant information provide immediate answers to tax preparation questions

CCH Accountants’ Suite workflow is built around a powerful core: Taxprep, Canada’s most advanced line of tax preparation software.

■ An easy-to-use website creation tool with instantly accessible tax articles and content■ Expand your marketing strategy and enhance customer relationships■ Create a website in less than 30 minutes

■ Financial planning education for accountants■ FP Solutions Financial Planning Software: four levels of financial planning power■ OneSource: financial plannner's search engine

■ U.S. tax forms and guides, including those used by Canadian tax preparers■ Pay-per-return option for lower volume users

■ Tap into new revenue streams by offering new client services■ Analyze the strengths and weaknesses of a client’s business and offer sound strategic advice

■ Paperless working papers application that reduces costs and promotes collaboration among staff

■ Dynalink transfer of GIFI between Corporate Taxprep and CCH Engagement further streamlines processes

■ Robust security features protect important data and help ensure file integrity

■ Standardize and track all work processes from a central, web-based location

■ Ensure every task in your workflow is executed■ Take it with you – CCH Workflow is available

in a mobile version

■ Capture more billable hours■ Puts you in control of who does what

and the progression of each project■ Produces standard reports and

Dashboards to improve your management decisions

■ The most comprehensive tax software in the market

■ Unmatched reliability■ Maximized accuracy■ Industry-leading support■ Expert training

■ Digital workflow reduces data entry and paper file management costs

OutlookPDFExcelWordCaseWare

Invoices

Performancereports

■ Facilitates collaboration across your firm

■ Ask questions, search and publish information in one single location

■ Search & access your Tax & Accounting Research directly from within CCH KnowledgeConnect

■ Integrates with MS Outlook

ProSystem fxTax

ProSystem fx Tax

CCH Profit Driver

CCH Profit Driver

Financial Planning

Financial Planning

CCH Site Builder

CCH Site Builder

CCH Engagement

CCH Engagement

CCH Scan

CCHDocument

CCHDocument

CCH PortalCCH

Portal

Prosystem fx Practice Management

CCH Workflow - Powered by XCMProsystem fx Practice Management

Tax andAccounting Research

Tax and Accounting Research

Taxprep®

T1

T3 T2

GIFI

Publish PDF files

CCHKnowledgeConnect

CCHKnowledgeConnect

CCH Accountants’ Suite

INTELLIGENT WORKFLOW OVERVIEW

■ Centralized, secure native file management system

■ Save time – find files fast■ Enhance collaboration ■ Enjoy anytime-anywhere

access to client files

■ Secure and convenient document exchangeregardless of file size

■ Easy and effectivecollaboration with clients

■ Reduce hard costs and improve file management

■ Accurate and relevant research is always right at your fingertips

■ Context-sensitive links from Taxprep to relevant information provide immediate answers to tax preparation questions

CCH Accountants’ Suite workflow is built around a powerful core: Taxprep, Canada’s most advanced line of tax preparation software.

■ An easy-to-use website creation tool with instantly accessible tax articles and content■ Expand your marketing strategy and enhance customer relationships■ Create a website in less than 30 minutes

■ Financial planning education for accountants■ FP Solutions Financial Planning Software: four levels of financial planning power■ OneSource: financial plannner's search engine

■ U.S. tax forms and guides, including those used by Canadian tax preparers■ Pay-per-return option for lower volume users

■ Tap into new revenue streams by offering new client services■ Analyze the strengths and weaknesses of a client’s business and offer sound strategic advice

■ Paperless working papers application that reduces costs and promotes collaboration among staff

■ Dynalink transfer of GIFI between Corporate Taxprep and CCH Engagement further streamlines processes

■ Robust security features protect important data and help ensure file integrity

■ Standardize and track all work processes from a central, web-based location

■ Ensure every task in your workflow is executed■ Take it with you – CCH Workflow is available

in a mobile version

■ Capture more billable hours■ Puts you in control of who does what

and the progression of each project■ Produces standard reports and

Dashboards to improve your management decisions

■ The most comprehensive tax software in the market

■ Unmatched reliability■ Maximized accuracy■ Industry-leading support■ Expert training

■ Digital workflow reduces data entry and paper file management costs

OutlookPDFExcelWordCaseWare

Invoices

Performancereports

■ Facilitates collaboration across your firm

■ Ask questions, search and publish information in one single location

■ Search & access your Tax & Accounting Research directly from within CCH KnowledgeConnect

■ Integrates with MS Outlook

ProSystem fxTax

ProSystem fx Tax

CCH Profit Driver

CCH Profit Driver

Financial Planning

Financial Planning

CCH Site Builder

CCH Site Builder

CCH Engagement

CCH Engagement

CCH Scan

CCHDocument

CCHDocument

CCH PortalCCH

Portal

Prosystem fx Practice Management

CCH Workflow - Powered by XCMProsystem fx Practice Management

Tax andAccounting Research


Taxprep®

T1

T3 T2

GIFI

Publish PDF files

CCHKnowledgeConnect

CCHKnowledgeConnect

CCH Accountants’ Suite

INTELLIGENT WORKFLOW OVERVIEW

Taxprep®

CCHDocument

CCHPortal

CCHProfit Driver

PracticeManagement

CCHEngagement

CCHScan

CCHKnowledgeConnect

CCHSite Builder

ProSystem fx TaxFinancial Planning

Tax & AccountingResearch

INTEGRATED. INTELLIGENT.

One Powerful Solution

2

Everything you need in one powerful solution

Through a single comprehensive platform, CCH Accountants’ Suite delivers intelligent solutions that help you boost efficiency and bring greater value to clients. These solutions streamline and connect functions across your practice, and enable you to expand your services.

Seamless integration with TaxprepMost CCH Accountants’ Suite works seamlessly with the program at the centre of it all: Taxprep, Canada’s most advanced line of professional tax preparation software, used by 29 of the country’s top 30 accounting firms.

Cost efficiencies at every turn From reducing paper use to optimizing employees’ time and skills, CCH Accountants’ Suite significantly cuts down on your operational costs.

Industry-leading support, service and trainingWhen you implement CCH Accountants’ Suite, you get best-in-class tax and technical support and service. You also get access to industry-leading training delivered by phone, webinars, in-class sessions and conferences.

Technology that’s in sync with the times – and your team CCH Accountants’ Suite engages today’s multi-generational practices with digital age technology that lets everyone work more efficiently and collaboratively. It continues to evolve, with innovations you’ll soon see in the mobile space.

Globally recognized as the best in Canada No other tax software provider in Canada can boast the globallyrecognized Capability Maturity Model Integration (CMMI) Level 2 certification of excellence, granted by the prestigious Carnegie Mellon Software Engineering Institute.

Always striving to be beyond the bestWe continue to innovate through our R&D team and through iSolutions, our new incubator lab where we develop proofs of concept based on ideas that we get straight from our customers, product managers and development partners.

All these from one company – Wolters KluwerA leading global information services and solutions company, Wolters Kluwer is your end-to-end technology and professional service partner, with a comprehensive range of products and services that integrate for an intelligent professional environment. Since 1946, we have been producing the latest research, application and operational products in the areas of tax regulations, accounting, law, financial planning and human resources.

3

4

INNOVATIVE. INTREPID.

Research & Development

To ensure that our innovations align with the real needs of tax accountants, we've also forged partnerships with over 80 Wolters Kluwer customers in Canada who work with us to develop new ideas, products and services. For Wolters Kluwer, iSolutions provides a pathway to our future as we push into exciting frontiers of technology. For you, it means a constant stream of breakthrough solutions to meet your ever-changing needs.

CCH Accountants’ Suite is the product of inventive thinking combined with an entrepreneurial drive to turn brilliant ideas into innovation. Today, Wolters Kluwer continues to drive innovation through iSolutions, a program launched in 2012 that allows our developers to freely pursue potentially game-changing projects of their choice while we support them with the time, equipment, software and training they need to explore cutting-edge technologies.

For more information or to become a member of our Development Partners Group, visit http://cch.ca/iSolutionsPartners.

“Being part of the Development Partners Group definitely helps me have a deeper, higher regard for the work and organization of Wolters Kluwer. I have been so impressed by the professionalism of the internal team. They have such dedication and commitment to high level quality products and to making sure the products are designed for the needs of their clients. It's been a pleasure to work with them."

Debra DowdellDirector of OperationsTrowbridge Professional Corporation

5

Inventive thinking combined with an entrepreneurial drive to turn brilliant ideas into innovation.

6

INCREDIBLE?

That's Wolters Kluwer

Behind the great products in CCH Accountants’ Suite is a great company with deep roots in Canada and a global history that goes back almost 180 years. Formerly operated under CCH Canadian Limited, Wolters Kluwer has been Canada’s premier provider of authoritative tax, accounting, legal, business and audit compliance tools since 1946. Wolters Kluwer is part of Wolters Kluwer Ltd., a market-leading global information services company founded in the Netherlands in 1836.

When you have to be right,we're right here

Did you know that more than 210,000 tax and accounting firms in over 150 countries around the world count on technology developed by Wolters Kluwer? That’s more than 40 million tax returns processed each year with our solutions. Our customers depend on our in-depth tax and accounting expertise and on the sophisticated features in our technology to streamline their workflows and ensure accuracy. We know that you have to be right with every return and transaction. That’s why we’re here, empowering you with the intelligent, integrated solutions you’ll find in every product within CCH Accountants’ Suite.

7

CCH Accountants’ Suite Professional Applications: The integrated, intelligent lineup

Advanced applications for forward thinking professionals

From digitizing paper receipts and keeping projects on track to managing productivity and consulting engagements, the intelligent applications in CCH Accountants’ Suite help you manage your practice more effectively and optimize the advantages of a paperless workflow. And as your business moves forward, so do our solutions.

▪ Taxprep ®

Tax preparation software that drives greater profitability and value-added client service during tax season and beyond

▪ CCH Scan

Streamline your tax preparation workflow and reduce your data entry and paper file management costs

▪ CCH Portal

Secure file exchange and storage of confidential documents of all sizes

▪ CCH Document

Centralized, secure file management for all of your firm’s electronic documents

▪ CCH KnowledgeConnect

Captures and centralizes your firm’s intellectual assets in one place that is accessible anytime, anywhere

▪ ProSystem fx Practice Management

Manage your projects and practice to improve profitability

▪ CCH Workflow – Powered by XCM

Automate and standardize your entire workflow process with this intuitive web-based application

▪ CCH Engagement

Paperless workflow, enhanced collaboration and increased efficiency in your enegagements

▪ CCH Profit Driver

Turning historical financial data into intelligent business strategy

▪ CCH Site Builder

An easy-to-use website solution with instantly accessible tax articles and content

▪ ProSystem fx Tax

U.S. tax preparation software: complete and efficient

▪ Tax and Accounting Research

Accurate, relevant and authoritative tax research right at your fingertips

▪ Financial Planning

Comprehensive resources for accounting professionals — a perfect complement to CCH Accountants’ Suite

7

8

“Taxprep was incredibly easy to install and it took my employees about a week to get used to. And if we had any issues, it was easy to get someone on the phone who was able to help us through it. I especially like the one that allows you to EFILE both federal and provincial

Taxprep®

Drive profits and value-added services all year longTaxprep is Canada’s most advanced line of professional taxpreparation software, used by 29 of the country’s top30 accounting firms. Supported by industry-leading customerservice, tax and technical support professionals, Taxprepgives you the tools you need to increase profitability and offerclients value-added services — during tax season and beyond.

Seamless integration leads to streamlined workflow

Taxprep integrates with CCH Accountants’ Suite for streamlined workflow and increased efficiency that results from information that is leveraged across your entire practice.

Taxprep is comprised of four key products:

Personal TaxprepCorporate TaxprepTaxprep for TrustsTaxprep Forms

taxes. I have moved my practice ahead in the technological world, which has helped me to attract, maintain and grow my client base and my employee base. ”

Nicole Misura-Leitch, CGA

President of Misura Professional Corporation,Calgary, AB

Unmatched reliability with industry-leading tax and technical support

Fully integrated with Wolters Kluwer tax research resources and CCH Accountants' Suite Market-leading innovations; every year, existing features are enhanced and new ones are added Expert training in a format that accommodates your schedule

Get the edge:

For even greater efficiency, use the batch-publishing feature in Taxprep to post multiple files to CCH Portal. See page 20 for details.

Why Taxprep?

Because Taxprep delivers:

Conditions apply. For more information, please contact Taxprep Customer Service at 1.800.268.4522.

Choose from the four TaxOffice Suite options to find the combination of products that is right for youBuilding a high-performance practice starts with ensuring that your team has timely access to the right resources. This is why Wolters Kluwer created TaxOffice Suites — integrated portfolios built with all the components and functions of Taxprep products your practice needs, including unlimited efiling and Corporation Internet Filing. With TaxOffice, working through a mountain of returns and client documentations is easier than ever.

TaxOffice Suites Taxprep Product Offer

▪ Personal Taxprep T1/P1

▪ Corporate Taxprep T2/CO17

▪ Taxprep for Trusts T3/TP646

▪ Taxprep Archives

▪ Corporation Internet Filing Module

Site License for Québec residents

▪ Personal Taxprep T1


▪ Taxprep for Trusts T3



▪ Personal Taxprep T1/P1





Single License only for Québec residents

Single License only

TaxOffice SILVER TaxOffice GOLD



▪ Taxprep for Trusts T3



Site License

All TaxOffices include CD ROM & download capability Do even more — with Taxprep Forms

As a TaxOffice customer, you get a special price when you subscribe to Taxprep Forms Silver or Taxprep Forms Gold. Add even more power to your practice with forms that share the same platform as the T1/TP1, T2 or T3 products in your TaxOffice Suite.

▪ Personal Taxprep T1/TP1





▪ T1/TP1 Advanced Network Module

▪ T2 Advanced Network Module


▪ Personal Taxprep T1/TP1




▪ Specialized Information Module


TaxOffice PLATINUM TaxOffice TITANIUM





▪ Personal Taxprep — TP1 Module







▪ Personal Taxprep — TP1 Module



▪ T1/TP1 Advanced Network Module



Gain control, save time with Taxprep Advanced Network ModuleThe ultimate in network administration functionality, Taxprep Advanced Network Module lets you deploy Taxprep updates for all computers on your network, simultaneously from a single location. Updates take place in the background while you work — so there's no workflow disruption — and computers don’t need to be active on the network to receive the update.

12

Accurate, optimized returnsPersonal Taxprep supports efficient personal tax return preparation and review, and contains unique features that help you manage return preparation status and workflow.

Advanced optimizations deliver the best resultsPersonal Taxprep arms you with the most sophisticated T1 and TP1 optimizations available, including capital loss carry-forwards, medical expenses, dividend tax credits between spouses, split-pension income and more.

Diagnostics minimize errors and save timeExtensive edit checks and diagnostics alert preparers to potential discrepancies and errors. Diagnostics are easy to detect and respond to.

Client Manager streamlines processesPersonal Taxprep’s Client Manager helps you manage the entire tax return preparation process. With Client Manager you can easily find, sort or filter returns based on any data in the return.

Pre-defined filters allow for quick access to common reports so that you can get quick updates on return status without having to open files.

Taxprep Xpress speeds up data entryTaxprep Xpress increases data entry speed and makes it easier to review for omissions or errors by allowing side-by-side comparison of data from the current and prior years.

Automatic T1-ADJ means quick calculationsTaxprep’s Automatic T1-ADJ feature automatically calculates the overall impact of changes made to a return after filing. Quickly and easily amend tax returns that have already been filed and accepted.

Summaries provide insight and perspectivePersonal Taxprep contains more summaries than any other T1 software, providing preparers and reviewers with a concise overview of returns.

Paperless review and archiving Taxprep lets you generate any form or an entire return as a standard PDF. Emailing PDF files to staff or clients saves time and improves workflow efficiency.

How can Personal Taxprep fast forward my practice?

Personal Taxprep Taxprep Product Lineup

Enhance the benefits of Personal Taxprep by combining it with other Wolters Kluwer applications and tools.

Integration with CCH Scan speeds updata entry and supports automatic dataextraction and import. CCH Scan savesthe time and money associated withpaper file management.

Taxp

rep

13

A breakthrough technology for more accurate, compliant returnsDeveloped by Wolters Kluwer, TaxprepConnect bridges Personal Taxprep with the Client Summary information in the Canada Revenue Agency’s Represent a Client service. With TaxprepConnect, you can access your clients’ information securely, compare it to existing information in the return and make necessary updates automatically.

How can TaxprepConnect fast forward my practice?

Taxprep Product Lineup

Faster process, faster client serviceTaxprepConnect automatically populates the return with data from CRA, reducing time spent manually finding and verifying client information. Updates to match tax return information with CRA records happen quickly – with a single click.

Enhanced accuracy and complianceReduce the risk of post-assessment adjustments. With TaxprepConnect, it’s easy to compare carryover amounts – such as RRSP numbers and capital gains – rolled forward into returns. Diagnostics indicate any differences between CRA data and Taxprep amounts.

Direct access to Revenu QuébecTaxprepConnect also provides access to the Revenu Québec Tax Data Download service for your TP1 returns. Slips are downloaded with rolled forward issuer names for year-to-year comparisons.

TaxprepConnect

TaxprepConnect automatically populates the return with data from CRA — with a single click.

Taxp

rep

14

Do even more with Corporate Taxprep; take advantage of integration with other products in CCH Accountants’ Suite

Wolters Kluwer Tax and Accounting Research puts authoritative tax research resources — such as Wolters Kluwer’s “Preparing Your Corporate Tax Returns®” — right at your fingertips. One click takes you to the information you need, without ever leaving the return you're working on (sold separately, see page 44

for details).

CCH Engagement minimizes repetitive tasks. Dynalink enables real-time transfer of GIFI financial data between Corporate Taxprep and CCH Engagement. Switch between these two products to see the source values in the trial balance and their destination cells in the tax return.

CCH Portal enhances customer service by letting your clients view their returns on a secure online portal. This web-based solution lets you securely share files of any size. Integrating CCH Portal with Taxprep also makes it easier for your team to collaborate on a client file.

Comprehensive resources that let you do more When it comes to preparing corporate tax returns, Corporate Taxprep has the most comprehensive collection of corporate tax forms as well as tools designed to address complex T2 preparation requirements.

Corporate Taxprep Taxprep Product Lineup

Accelerated process with T2 Data ConnectionReduce up to half the time you spend preparing returns for related and associated corporations. T2 Data Connection optimizes allocations and simplifies the review process by keeping all information synchronized within the group.

Less repetitive tasks with data transfers to multiple tax formsWith Corporate Taxprep, you can transfer more than 750 different itemsfrom the General Index of Financial Information (GIFI) into different tax forms, saving time and minimizing data entry errors.

Specialized Information Module makes compliance easierThis module contains forms and calculations for the special compliance needs of the resource industry, credit unions, nonprofit corporations or financial institutions (sold separately).

Retain and attract more clients with value-added servicesCorporate Taxprep helps you deliver value-added client services with features such as the Tax Rates Table, a tax planning aid that lets you quickly calculate the impact of proposed tax rate changes. Simply display the relevant federal and provincial tax rates, and then override them as needed. Corporate Taxprep also provides a Five-Year Summary feature — another valuable tax planning tool that gives your clients a snapshot of their federal and provincial returns from the last five years.

How can Corporate Taxprep fast forward my practice?

Taxp

rep

15

Simplify trust returns preparation with Taxprep for TrustsDeveloped in association with Canada’s major trust companies, Taxprep for Trusts simplifies the preparation of trust returns.

The right resources at your fingertips Experience the convenience of Taxprep Forms, Canada’s most comprehensive library of electronic tax forms with up to 600 stored forms.

Taxprep for Trusts

Taxprep Forms



Faster process and improved results To determine the net amount that can be allocated to beneficiaries, Taxprep for Trusts instantly matches trust income and expenses based on the type of income earned. This results in an optimized tax position for both the trust and its beneficiaries.

Easier filing Built-in features help you navigate the complex T3 filing process so that you don’t overlook required forms and summaries.

Expert help from the “Assistant”Speed up the preparation of trust returns with the Taxprep for Trusts Assistant, which lets you group data entry into eight steps and provides direct access to applicable entry screens.

Streamline further with the CCH Accountants’ SuiteIntegration points remove redundancies in your workflow and let you access common data from multiple applications.

Instant access to vital informationIntegrate Taxprep for Trusts with Wolters Kluwer tax research products and get a direct link to Wolters Kluwer tax research resources (sold separately, see

page 44 for details). One click takes you to the information you need, without ever leaving the return you’re working on.

Get the tools you need, when you need them With Taxprep Forms, there’s no need to search the Internet or contact government offices for a specific form. Other time-saving features include quick search, built-in calculations, data-saving and convenient print options.

Roll data forward with easeWith Taxprep Forms, permanent data is easily retained and rolled forward to the following year.

T-slip preparation made easyFor T-slip preparers, the Slip Navigator feature provides easy access to data entered for recipients as well as various sorting capabilities.

How can Taxprep for Trusts fast forward my practice?

How can Taxprep Forms fast forward my practice?

Learn how to install, implement and use Taxprep Wolters Kluwer offers enhanced learning options for Taxprep users. See page 52 for details.

Specialized Returns

Taxprep Forms has the forms and calculations you need to prepare charity and partnership returns.

Taxprep Forms supports form T5013 that reflects the latest CRA rules regarding Partnership Information Returns.

16

It takes fast-forward thinking and leading-edge technology to stay ahead in the market. Nicole Misura-Leitch knew this when she founded Misura Professional Corporation (MPC), a Calgary-based accounting firm that processes more than 1,000 personal, corporate and estate returns each year.

It was also what she had in mind in 2007, when she asked her tax software provider to come in and talk to her team about how its products might fit with MPC's long-term strategy. The provider refused, so Misura-Leitch decided to place a call to Wolters Kluwer.

"Wolters Kluwer was phenomenal," she recalls. "Not only did they send a presenter, he came in with his manager, and the presentation was held on site."

Misura-Leitch was immediately impressed by Taxprep. She liked that it integrates with other Wolters Kluwer products and viewed it as a product that would evolve as her firm grew. She was also impressed with Wolters Kluwer’s commitment to customer service.MPC switched to Taxprep soon after, installing Personal Taxprep, Corporate

Taxprep, Taxprep for Trusts and Taxprep Forms. In the years that followed, MPC added other CCH Accountants’ Suite products, including CCH Profit Driver and CCH Site Builder. In 2009, MPC became the first firm in Canada to start using CCH Portal.

Having CCH Accountants’ Suite has allowed MPC to strengthen its market position, says Misura-Leitch. Advanced Taxprep features, such as provincial and federal tax e-filing, have helped MPC improve its services and enhance its competitive edge.

“I have moved my practice ahead in the technology world, which has helped me to attract, maintain and grow my client base and my employee base,” says Misura-Leitch.

At the same time, the seamless integration between Taxprep and other CCH Accountants’ Suite products has allowed the firm to further boost efficiencies. Implementing CCH Portal, for one, allowed MPC to reduce storage space by 70 per cent and printing supply costs by 30 per cent.

“I love the fact that you can push a button and it uploads returns from Taxprep to CCH Portal,” says Misura-Leitch. “In fact, that is all we are going to do with our personal tax clients next year. They will be able to print off whatever they like or save it to their computer.”

MPC recently purchased a public practice. Having CCH Accountants’ Suite products made it easy for the firm to handle the additional tax returns. Misura-Leitch says that she intends to add more CCH Accountants’ Suite products to her practice.

TAXPREP SUCCESS STORYMPC sharpens its competitive edge with Taxprep

Taxp

rep

Reduced storage costsElectronic filing of all client documents translates to reduced storage costs and opportunities to use your space and human resources more effectively.

Maximized productivity Let designated staff take care of scanning so that preparers can focus on tax returns.

Faster response time to CRA requestsGetting more document requests from the CRA in the wake of mandatory e-filing? Just click on the scanned receipts and slips in the PDF return file to select and send to the CRA. With CCH Scan, you can even record CRA transaction numbers right on the relevant slips in the PDF.

Time savings during tax season and beyondCCH Scan’s Autoflow Technology and integration with Personal Taxprep significantly reduces manual data entry. Just scan your clients’ T1 documents and AutoFlow will automatically populate the return. CCH Scan also saves you time after tax season by making it easier to retrieve document for post-assessment reviews.

Build your paperless workflowFrom start to finish and beyond, CCH Scan transforms your T1 workflow into a highly efficient, paperless process, with reduced data entry, greater productivity and much less paper to print and store. It’s the critical foundation on which to build a paperless practice.CCH

Scan

How can CCH Scan fast forward my practice?

Less work, more flow

“It's April 30 and we've been sitting in the office celebrating for a few hours now. Taxprep and CCH Scan have enabled us to reinvent the way tax returns are prepared.”

David Straughan, CPA, CAPartner, MacGillivray Chartered Accountants & Business Advisors

Personal Taxprep can attach organized, bookmarked PDFs to the appropriate return in Personal Taxprep, reducing the time preparers spend locating and referring to paper files.

CCH Document is a document management system that can store all client files and allow them to be accessed in their native formats, as well as set access and retention policies.

PDFlyer is an optional add-on that lets you add comments to a PDF, an intelligent complement to the paperless process. Instead of using paper, place digital notes or flags within a scanned document to ensure that important annotations are captured electronically during preparation and review.

AutoFlow Technology is available to CCH Scan customers for an additional charge. AutoFlow Technology automatically extracts data from 23 federal slips — including T5013 — and corresponding Quebec slips. This data can then be imported directly into the return in Personal Taxprep.

Remote Validation Service enables you to boost productivity and accuracy. Simply log in to a secure Canadian server and submit your scanned slips to our processing centre. Within two hours, our professionals will extract and validate the slip values and organize them in a single, bookmarked PDF. All you need to do is download the PDF and import it into Taxprep.

18

Do more with CCH Scan by using it alongside other Wolters Kluwer accounting applications

Get started now! Learn the key features and benefits of this paperless software solution by registering today for a FREE CCH Scan webinar. Visit www.cch.ca/Scan or call 1.800.268.4522.

Learn how to install, implement and use CCH Scan Wolters Kluwer offers essential training and enhanced learning options for CCH Scan users. See pages 50 & 52 for details.

CCHScan

1 PROCESS

2 PREPARE

3 REVIEW

4 FINALIZE

5 ARCHIVE

DocumentScanning

Benefits▪ Eliminate paper from T1 process▪ Maximize the accuracy of returns▪ Process more returns without hiring more staff▪ Enable staff to focus on high value work

▪ AutoFlow Important data from source with AutoFlow Technology

▪ Extract data▪ OCR validation▪ Bookmarking▪ Organized PDF files

Less paper, greater efficiency

CCH

Sca

n

Since its introduction in 2005, CCH Scan has processed over 1.7 million returns. CCH Scan automatically recognizes and scans over 150 different slips and forms. CCH Scan with AutoFlow Technology populates 1.5 million slips and processes over 450,000 returns by importing data from T1 slips directly into Personal Taxprep.

For 15 years since its founding in 1994, Chun and Company in Kelowna, B.C. has used a manual, paper-based system for preparing tax returns, with staff keying in slip details and then photocopying backup documents for archiving. The process was cumbersome, time-consuming and inefficient.

In 2009, Chun and Company decided to make the switch to a paperless workflow, and chose to install CCH Scan.

“I realized I needed to have CCH Scan on board to integrate with my firm’s Taxprep software,” recalls Dan Chun, a partner at the firm.

Chun and Company’s decision to implement CCH Scan had a transformative impact on the entire tax workflow — from data input to storage. Staff no longer needed to enter data manually because CCH Scan’s AutoFlow recognizes data from more than 45 common T-slips and imports them automatically into the T1 return in Taxprep.

Overtime has been reduced by 40 per cent and the company has saved 300 hours during tax season by using Wolters Kluwer's Remote Validation Service, which validates scanned slip values and, within two to 24 hours, sends them back organized into a single, bookmarked PDF ready to import into Taxprep.

"Remote Validation Service is great,” says Chun. “We send them our documents and receive them back two hours later, ready to import into Taxprep.”

Customer service has also improved, with staff able to respond more quickly to client queries because all pertinent data is attached to their returns. With all files now in electronic form, addressing CRA queries and requests is also easier and faster with CCH Scan, says Dan.

“It’s now a breeze,” he says. “Support documents like medical slips are easy to find. All you have to do is print them out and fax them, or digital fax them if you have the capability. You don’t have to dig out a file, tear apart the paper and photocopy it like we had to do before.”

Implementing CCH Scan also led to savings on printing supplies such as paper and toner, and on storage costs. With all data now stored electronically, Chun and Company was able to get rid of 10 filing cabinets and stop using off-site commercial storage.

“I see our firm positioned more easily to absorb new clients because our processes are more efficient,” says Dan, whose firm recently added CCH Portal to its practice. “Wolters Kluwer is a big part of that because everything is integrated.”

CCH SCAN SUCCESS STORYChun and Company achieves paperless workflow with CCH Scan

19

CCH

Sca

n

20

Share files with confidence and easeSend and receive even the largest files securely, confidentially and quickly with CCH Portal. This web-based, standalone solution lets you upload, download, transfer and store files of any size through a secure private repository hosted in Canada and accessible from any location with an Internet connection. Whether you’re a one-person office or a multi-branch firm with hundreds of employees, you’ll find CCH Portal an invaluable addition to your practice.

CCH Portal

Enhanced privacy for your clients Exchanging files through CCH Portal is a much safer alternative to email and ensures that you comply with regulations such as the Personal Information Protection and Electronic Documents Act (PIPEDA).

Accelerated workflowWith CCH Portal, clients can review online an entire tax return with all its schedules, then sign and fax the e-file authorization so that it’s immediately ready for filing.

Easy and secure collaborationShare a wide variety of files including PDFs, web links, Microsoft® Excel, Microsoft® Visio, Microsoft® Word, PowerPoint® and financial software data

files such as QuickBooks®. Integration with Taxprep and other Wolters Kluwer products such as CCH Document makes collaboration easy and secure, with a clear audit trail and only one client database and point of access.

Enhanced client serviceGive your clients instant secure access to past tax returns by publishing these files on CCH Portal. You can even purchase Client Areas to provide your clients with a secure portal for their own business or investment activities.

Improved file organization, management and accessOrganize documents in cabinets and folders that mirror the way you store paper documents. Designate files as Read-Only or Read/Write, or as Checked Out to lock out other users while you are

using the files. For easy access, CCH Portal lets you search, filter and display documents by file type, title, creator or keyword. Automatic indexing of published documents means rapid word searches.

How can CCH Portal fast forward my practice?

“Our investment in CCH Portal paid out in year one."Shaun Brown, CPA, CAManager, Tax

21

CCH

Por

tal

Seamless integration with existing Wolters Kluwer productsThis application integrates seamlessly with other products in the CCH Accountants’ Suite, including Taxprep and CCH Document. When implemented in conjunction with CCH Document, additional Portal functionality lets you create custom folders and track file versions.

Reduced costsCCH Portal minimizes hard costs such as postage, envelopes and labels, and reduces staff time spent on printing, collating and mailing.

Email alerts to keep you up to dateCustomized email alerts function letsyou and your clients know about new actions in CCH Portal, such as file uploads, file check-ins and check-outs.

Unmatched ConvenienceWith CCH Portal, your clients have instant access to their documents, including tax returns, financial statements and source documents.

Portals

Portals deliver full capabilities required to service a firm’s business and larger individual clients. Portals include full bi-directional capability, the ability to add multiple client users, unlimited storage space (up to the storage limit licensed by the firm) and the option to provide secure Client Areas (licensed separately).

Client Areas

Designed to let you provide your clients with a secure portal area for their own business or investment activities, Client Areas are a great way to deliver value-add service and differentiate your firm from the competition.

An optimal solution for practices of all sizes

Regardless of the size of your firm, you can count on CCH Portal to deliver a secure, convenient and effortless way to exchange files and collaborate with clients. Beyond sharing files with your clients, CCH Portal also eases collaboration among your team members and streamlines external business transactions.

Get started now! Register for a FREE CCH Portal webinar today to learn what CCH Portal can do for your practice. Visit www.cch.ca/Portal or call 1.800.268.4522.

Learn how to install, implement and use CCH Portal Wolters Kluwer offers essential training for CCH Portal users. See page 50 for details.

NPT LLP Chartered Accountants in London, Ont., has always worked to stay on the leading edge of industry technology. In 2008, this 12-partner accounting firm, which has 70 employees and does more than 5,000 personal and corporate filings each year, became a largely paperless office.

In January 2013, NPT decided to take the paperless office concept a step further by delivering T1 returns electronically to clients through CCH Portal. The firm was already using a number of Wolters Kluwer products, including TaxOffice Platinum, Taxprep Forms and CCH Online.

“We purchased the CCH Portal Gold package that gave us 2500 e-portals and was expandable,“ says Shaun Brown, manager of the tax division at NPT, which also has divisions for wealth management, business valuations, healthcare and audit. “We did this because we knew we would eventually roll out our portal to all areas of NPT’s business, beyond tax.”

Through the tax information package it sends out each February, NPT invited clients to sign up to receive their tax returns and invoices through CCH Portal’s secure and confidential platform. About 25 per cent of clients signed — an impressive success rate given that many clients don’t review their tax package in detail, says Brown.

NPT recouped its investment in CCH Portal within the first year through savings on courier, paper and other costs related to delivering client documents, says Brown. The new technology has also accelerated filing of returns and enhanced service.

“Our client boardrooms are equipped with 50-inch flat screens and wireless keyboards,” says Brown. “During discussions, we are able to pull up a client’s portal on the big screen and review their documents with them.”

Brown says NPT hopes to have 100 per cent of its T1 clients using the portal by 2016. The firm also wants to make CCH Portal its primary delivery

mechanism for its corporate tax work.“Moving forward, our plan is to have three years of client documents available on the portal for clients to access at any time,” says Brown.

CCH PORTAL SUCCESS STORYNPT delivers value-added service with CCH Portal

22

CCH

Por

tal

To learn more about how CCH Portal can give your firm a competitive advantage, visit www.cch.ca/portal today or call 1.800.268.4522.

The most efficient way to store, manage and share informationIncrease productivity and enhance client service with CCH Document, a digital content management system that provides a powerful, secure hub for storing and publishing content, sharing files, and collaborating with team members and clients.

CCH Document

Save time — find files fastCCH Document’s comprehensive and versatile search capabilities make it easier and faster to find information within many types of documents, allowing customized searches using any parameter combination and multi-office searches on any combination of offices.

Enhanced collaborationCCH Document integrates perfectly with CCH Portal to let you create secure, password-protected online spaces where you can publish content to share with your clients and team members and import client-provided files.

Better email managementEmail messages are easily organized with the appropriate client files. Thanks to CCH Document’s Email Manager add-in to Microsoft Outlook, you can drag and drop email messages, including attachments, into your clients’ folders for easy access and sharing.

Access to client files anytime, anywhereCCH Document’s Client Portal provides reliable, secure 24/7 access to sensitive documents from virtually anywhere. Bi-directional file exchange capabilities make it easy for you to deliver documents while streamlining inflow of client data.

Improved data safety and securityA dedicated server provides additional storage for your work papers, data files and back-office documentation. Secure centralized storage is inherently safer than having confidential client files on vulnerable laptops or network drives. Security is further enhanced with secure user log on, audit trail and document locking without impacting access or collaboration. Computerized storage also makes disaster recovery easier to manage.

How can CCH Document transform my practice?

24

Preserve work quality and data integrityCCH Document helps you preserve the integrity of your data by allowing you to designate files as Read Only or Read/Write, check out documents to prevent editing by other users, and maintain previous file versions in the document history.

Enhanced complianceCCH Document helps ensure compliance with regulatory and Revenue Canada’s document retention policies. CCH Document manages all content — archived or work in progress — and assures due diligence on file retention policies.

Organize, retrieve, and share active and historic files quickly and securely in their native formats

Get email notifications right on your customizable dashboard

An inbox for each user lets you quickly assign tasks, complete with due dates and special instructions

Activities are integrated seamlessly with Microsoft Outlook features such as Inbox, Calendar and Tasks

A customized dashboard for each user’s needs

Real-time file activity update enhances collaboration and project management

Store all firm files including Word, Excel, Outlook, PDF and more.

CCH

Doc

umen

t

“We saved at least $10,000 and probably more likely $15,000 in our small office.”David Straughan, CPA, CA

Partner, MacGillivray CharteredAccountants & Business Advisors

“We realized 1.5 full-time equivalent cost savings after implementing CCH Document.”Dino MicacchiFinance Partner, VanParys Micacchi Shippey & Warnick LLP

Learn how to install, implement and use CCH Document Wolters Kluwer offers essential training for CCH Document users. See page 50 for details.

When the partners at KWB Chartered Accountants decided to take another big step toward their goal of becoming a paperless practice, CCH Document was their first choice in technology. The 18-year-old Edmonton firm, which has three partners and close to 20 employees, was already a satisfied user of Personal Taxprep and CCH Scan.

End users quickly embraced the new content management system, says Darren Buma, CA, a partner at KWB, which serves primarily owner-managed businesses and their shareholders. KWB staff liked that CCH Document enabled stricter control over data integrity by maintaining previous file versions in the firm’s document history. It has also made it easy to manage records, with the ability to retrieve unalterable record copies during designated retention periods.

“Everyone quickly appreciated being able to immediately access information right when they needed it,” says Buma.

“For example, when a client calls, we are able to access the information required to answer questions in a few seconds.”

By implementing CCH Document, KWB has reduced costs while increasing productivity, says Buma. The firm no longer needs to print and store working paper files, translating to savings of $4,000 to $6,000 a year on paper, toner and other printing costs. KWB has also slashed its storage costs.

CCH Document also offers a measure of protection in disaster recovery situations, which KWB experienced when its office flooded on two separate occasions.

“Having everything stored electronically meant that all our staff had to do was find a dry desk and a computer that worked, and they could go back to being productive within two to three hours,” say Buma.

“We are continuing to expand our use of CCH Document,” he adds. “And we expect Wolters Kluwer to be our partner in all this and anything else we might do.”

CCH DOCUMENT SUCCESS STORYCCH Document brings KWB closer to its goal of running a paperless practice

To learn more about how CCH Document can give your firm a competitive advantage, visit www.cch.ca/Document today or call 1.800.268.4522.

25

CCH

Doc

umen

t

26

Harness and preserve your knowledgeCapture and organize vital business intelligence in a central, web-based location with CCH KnowledgeConnect, the only knowledge management system designed for accounting firms. Even when your in-house experts are not available or have left the practice, CCH KnowledgeConnect ensures that you have quick access to mission-critical information.

CCH KnowledgeConnect

Increased productivityStudies show employees spend 15 to 35 per cent of their time searching for information, with about 40 per cent never finding what they were looking for. With CCH KnowledgeConnect,employees have on-the-spot access to information, saving them time and easing the need for your firm’s leaders to interrupt their work to answer repetitive questions. Federated searching lets you search numerous databases from a single access point while powerful search capabilities ensure rapid results.

Up-to-date knowledgeBuilt on communities of users with shared interests, CCH KnowledgeConnect keeps you abreast of the latest knowledge relevant to your user community and role in the firm. Contributors can publish quickly

and easily in common formats such as FAQs and best practices. Users can submit their questions to a community or subject matter experts who have been automatically tagged based on their user profiles.

Improved client servicesWith up-to-date information right at your fingertips, you and your team can make quicker and better informed decisions on client issues, and provide value-added consulting services.

Better retention of vital intelligenceDid you know that 75 per cent of accountants will be eligible to retire within 10 years? CCH KnowledgeConnect lets you easily capture and retain the knowledge of the experts and thought

leaders in your practice. Even after these team members retire, you can continue to access and share this valuable information.

Plug into existing technologyCCH KnowledgeConnect works with — and even enhances — familiar technology such as Microsoft Outlook and Microsoft SharePoint, and with CCH Accountants’ Suite products such as CCH Document and IntelliConnect. Users can move seamlessly to and from CCH KnowledgeConnect with any of these applications.

How can CCH KnowledgeConnect fast forward my practice?

27

CCH

Kno

wle

dgeC

onne

ct

1. Knowledge is leaving the firm when thought leaders retire or resign.

2. Employees spend too much time looking for information.

3. Your firm has multiple offices and/or remote employees. Knowledge is not equally shared, but instead gets trapped in silos at each business location.

4. Firm employees cannot identify who to ask for information on key subject areas.

5. When subject matter experts share knowledge, it is usually one-on-one via emails or direct conversations and not recorded for broader use among all employees.

6. Thought leaders complain of constant interruptions to answer the same questions for less experienced employees.

7. You have no way to identify subject areas that employees struggle with, so you can’t plan effective training.

Seven signs your firm needs a Knowledge Management solution

CCH KnowledgeConnect is available as a software service, with no program installation required.

DID YOU KNOW?

Learn how to install, implement and use CCH KnowledgeConnect Wolters Kluwer offers essential training for CCH KnowledgeConnect users. See page 50 for details.

Get started now! Learn how CCH KnowledgeConnect can help you harness critical business intelligence in your practice by registering today for a FREE product webinar. Visit www.cch.ca/KnowledgeConnect or call 1.800.268.4522.

▪ Single search field — easy to use

▪ Evergreen home page showing the latest activities

▪ Subscribe to communities of your interest

Ask, search and publish in one single location

Powerful tools for a more effectively managed practiceImprove your processes and profitability with ProSystem fx Practice Management, an application that delivers critical information on all aspects of your practice so that you can make better firm management decisions.

Centralized practice managementProSystem fx Practice Management gives you all the tools you need to manage your firm.

Includes:

▪ Firm, employee and client dashboard ▪ Modules for time and expense entry▪ Billing and invoicing▪ Accounts receivable ▪ Project and contact management▪ Reporting▪ Marketing

Critical insight into your practiceRun your own reports to view firm summaries, compare current and previous years’ periods to date and year to date key figures, and analyze data on client work, payment collections and employees. Project management and tracking lets you monitor projects and ensure the right match between employees and projects.

Increased revenueTime and expense entry improves employee time tracking and helps ensure all billable hours are filed and billed.

Marketing made easyProSystem fx Practice Management makes it easy to retain existing clients and attract new ones. A marketing module tracks clients, leads and business affiliates, and easily generates mass emails, letters and labels.

How can ProSystem fx Practice Management fast forward my practice?

ProSystem fx PracticeManagement

Count on our conversion and customization expertsOur team of professionals specializes in data conversion, data reassignment and reporting techniques. Need customization? Let our experts do the work for you.

▪ Data conversions from third party vendors

▪ Database clean-up, including code restructuring

▪ Automation of routine administrative tasks

▪ Creation of customized reports

29

▪ Dashboard displays information critical to better management decisions (Firm, Employee, Client, Project and Resource).

▪ Project Management and Tracking monitors project due dates and budgets, provides reports on budget- to-actual hours and dollars, assigns employees to projects and enables greater control over the flow of tax returns.

▪ Contact Management and Marketing tracks clients, contacts, business affiliates, prospects and leads and lets you analyze your referral and business affiliate relationships to gain new clients. Use this module to create marketing materials.

▪ Billing and Invoicing lets you bill by project, review historical transactions, generate on-screen invoices and assign a billing status to every client.

▪ Accounts Receivable makes it easy to manage your client balances, including entering payments and adjustments and assessing finance charges. This module also allows you to email statements with customizable collection letters to manage delinquent accounts.

▪ Time and Expense Entry uses an intuitive time-entry screen to encourage on-screen, daily use by employees. Unlimited timers help employees capture all billable time and convenient alerts remind them to submit time sheets.

▪ Reports can be printed, automatically emailed, saved as PDFs and exported to a variety of other formats, including Microsoft® Excel®. Draw from 87 standard reports, and customize your own reports with Report Writer.

▪ Internet Time Entry (add-on module) lets employees enter time and expenses from any location.

▪ Syncing with Microsoft® Outlook® saves time and minimizes errors. Once set up, you can update contact information from one application.

Make better management decisions

Benefits▪ Increases receivables▪ Better informed management decisions▪ Streamlined workflow, reduced redundancy▪ Puts you in control of your practice

▪ Produces invoices within MS Word for easy modification▪ Streamline your billing process▪ Make on-the-spot decisions with instant access to current & historical data

▪ Produces multiple standard or custom reports▪ Instant access to client and financial information▪ Clearly displays critical management information

INVOICING

REPORTING AND DASHBOARD

▪ Captures more billable hours▪ Internet Time Entry

▪ Puts you in control of who does what and the progression of each project

▪ Lets you better balance workload and upcoming bottlenecks

Prosystem fxPracticeManagement

PROJECTMANAGEMENT

WORKLOAD ASSIGNMENT

FORECAST Pr

osys

tem

fx P

ract

ice

Man

agem

ent

Learn how to install, implement and use ProSystem fx Practice Management Wolters Kluwer offers essential training and enhanced learning options for ProSystem fx Practice Management users. See pages 51 & 53 for details.

The Microsoft® SQL Express solution

More features than any comparable tax and accounting-billing package

The optimal Microsoft® SQL solutionENTERPRISE EDITION

OFFICE EDITION

BASIC EDITION

Choose from three levels of ProSystem fx Practice Management

Manage your entire workflow, step by step, from start to finish, via InternetBoost efficiency and improve customer service by ensuring that every task in your workflow is executed and all team members are on schedule with their responsibilities. With CCH Workflow, work processes across your firm — from audit and accounting to tax returns, consulting and human resources — are standardized and tracked from a central, web-based location for maximum efficiency and consistent, high quality results.

CCH Workflow

— Powered by XCM

Centralized task informationImportant task information is centralized in one online location instead of in disparate applications, paper files and loose notes. A custom homepage accessible to pertinent staff acts as a dynamic, real-time to-do list showing the steps needed to complete each task.

Firm-wide resource managementWith CCH Workflow, managers and supervisors can see each staff member’s workload and easily reassign work or adjust schedules as needed.

Enhanced efficiency and accuracyCCH Workflow moves your project tasks seamlessly through your office, adding information and data so your employees and clients are always working with the most up-to-date files and approvals.

Improved client servicePowerful search capabilities let you easily view all of your clients’ work or details of a specific client project, enabling you to respond immediately when a client calls.

Money and time savingsCCH Workflow saves you hundreds of non-billable hours chasing returns or looking for files. No wonder practices of all sizes use CCH Workflow as a strategic management tool to increase efficiency and improve customer service.

Personal workload managementMyView screen displays a dynamic, real-time to-do list that allows you to manage your workload from anywhere.

Fast and easy to implement CCH Workflow training usually takes less than a few hours and is done on the web.

How can CCH Workflow — Powered by XCM fast forward my practice?

31

▪ Digital routing sheets contain all information pertaining to a specific task. Flexible design lets you mirror established practices.

▪ Powerful reporting tools help you monitor and streamline established practices for greater productivity gains.

▪ One central location houses all files and documents, reducing search time and need for cumbersome physical storage space.

▪ Powerful search capabilities for quick retrieval of all your clients’ work, or details of a specific client project.

▪ Intelligent communication tools let you instantly create a pro-forma email with pre-populated fields.

▪ Online training lasting just a few hours shortens implementation time.

Take control of your workflow

DID YOU KNOW?

Get started now! For more information in Canada, or to schedule your own private webinar, contact your Wolters Kluwer Account Manager at 1.800.268.4522.

CCH

Wor

kflow

— P

ower

ed b

y XC

M

Efficiency on the go A mobile version of CCH Workflow is available on iOS® version 6.1.0 devices or higher and Android®. This mobile application delivers essential workflow capabilities from anywhere through the use of your smartphone and tablet.

Examples include, but are not limited to:

• View all projects assigned to you • Search for projects to quickly see the status • Add issues and points to a client or project and many more

By using CCH Workflow, a firm can save 80 to 90 minutes of an employee’s time each day. For a five-person firm working 100 days during busy season at a fee of $100/hour, this could translate to savings of as much as $50,000 during that period.

XCMmobile Now Available

Leading-edge technology for more efficient and productive engagementsSay goodbye to heavy paper binders and time-wasting workflows with CCH Engagement. This leading-edge trial balance and workpaper management solution lets you securely share documents and collaborate with colleagues, email an entire binder and synchronize work from any location — all within a platform that works with Microsoft Office programs you’re already familiar with, including Word and Excel.

CCH Engagement

Streamlined workflowCCH Engagement automates the most time-intensive tasks and provides you with tools for managing engagements throughout their life cycle. A central dashboard lets you manage sign-offs and staff communications, organize review notes and view file status instantly.

Enhanced collaboration and productivityThe Central File Room acts like a central office vault where you can create and store client files in one location for easy access by authorized users. Remote functionality lets you work offsite or collaborate with staff from multiple offices.

Greater efficiency with Taxprep integrationSeamless integration lets you export GIFI files to Taxprep while GIFI Dynalink enables real-time data transfer between the two applications so trial balance updates are automatically reflected on your clients’ T2 returns.

Increased efficiencyCCH Engagement is loaded with intelligent functions such as specialized binders and Roll-Forward, which automatically rolls forward and updates all documents for active engagements.

Faster, better performanceBuilt on Microsoft SQL Server, CCH Engagement is the only trial balance system based on Word and Excel to let you leverage your knowledge of these commonly used tools and enjoy greater flexibility when modifying financial statements.

Enhanced security and file integrityCCH Engagement maintains security at the program level and creates audit trails that track each user’s actions. Data security is further enhanced with the ability to lock down documents after review or competition.

How can CCH Engagement fast forward my practice?

33

Improved client and file managementStore and manage all binders and client-related information right in CCH Engagement. This powerful application lets you move information from Windows Explorer and scan paper documents directly into CCH Engagement. A toolbar added to Microsoft Outlook lets you route emails directly to a CCH Engagement binder.

Optimized resultsThe fund trial balance in CCH Engagement provides the structure for fund accounting to better streamline missions for non-profit organizations and governmental entities where there are multiple funds.

Transfer data to CCH Profit Driver for value-added service preparation

▪ Dynalink enables real-time connections

▪ PDF copies of Taxprep returns can be stored in CCH Engagement binder

Taxprep

INTEGRATION

SECURITYMANAGEMENT

WORKFLOWCOLLABORATION

Benefits▪ More time for value-added work▪ Workpaper management is more efficient▪ Collaboration is enhanced▪ Documents are more easily produced and managed

▪ Taxprep▪ CCH Accountants’ Suite▪ Microsoft Office▪ Adobe Acrobat

▪ Multi-level privilege▪ Central file management

▪ Accurate file synchronization▪ Central file sharing

Word Excel OutlookPDF

CCHEngagement

Leverage the Use of Word and Excel▪ Easy financial statements production▪ Minimal learning curve

Route emails and attachments directly to CCH Engagement binder

Streamline and manage your consulting engagements, from start to finish

For an additional fee, we can design a template that perfectly matches your unique needs. Call 1.800.268.4522 to learn more.

DID YOU KNOW?

Efficient Paperless Workflow

Get started now! Register for a FREE CCH Engagement webinar today. Visit www.cch.ca/Engagement or call 1.800.268.4522.

Learn how to install, implement and use CCH Engagement Wolters Kluwer offers essential training and enhanced learning for CCH Engagement users. See pages 51 & 52 for details.

CCH

Eng

agem

ent

*A subscription to CGA or CICA may be required to access these templates. Content may vary depending on your subscription.

Powerful tools for even greater efficiencyMake your engagements even more efficient and productive by adding CCH Financial Statement Notes Library and CICA and CGA Templates into your CCH Engagement binders.

CCH Financial Statement Notes Library Accessible through CCH Online, CCH Financial Statement Notes Library is an invaluable resource that lets you easily copy and paste notes to any financial statement by providing you with up-to-date and customizable templates of common financial statement disclosures. The financial statement notes libraries contain notes on such key topics as:

CICA and CGA Engagement Templates* Put the right forms right at your fingertips with electronic PEM and PPM templates, including electronic audit, review and compilation programs, workpapers, checklists, engagement letters, and confirmation requests. Ready to integrate with CCH Engagement, these templates eliminate the need to build engagement binders from scratch. Pre-built binders include lead sheets and a sample financial statement.

▪ Reverse takeover

▪ FRS adoption

▪ Canadian GAAP for private enterprises

▪ Adoption of new standards

▪ Revenue recognition

▪ Interim financial statements

▪ Related party transactions

▪ Employee benefits

▪ Consolidation

▪ Financial instruments

▪ Stock-based compensation

▪ Non-monetary transactions

▪ Electronic audit, review and compilation programs

▪ Workpapers

▪ Checklists

▪ Engagement letters, confirmation requests and other correspondence templates

For details on training sessions, contact your Account Manager or call 1.800.268.4522.

34

CCH

Eng

agem

ent

35

Help your clients succeedStrengthen your client relationships and increase revenue with value-added services enabled by CCH Profit Driver. Loaded with tools and rich features, CCH Profit Driver lets you quickly analyze your clients’ financial data, identify business areas for improvement and develop strategic plans to help them achieve their goals.

CCH Profit Driver

Stronger customer loyaltyHelp your clients reach their business goals with powerful analysis screens that let you display financials in an interactive format. With CCH Profit Driver, you can analyze up to 40 periods of financial data for effective trend analysis and create “what if” scenarios to help your clients explore and set goals.

New revenue streamsCCH Profit Driver helps you tap into new, recurring sources of revenue and differentiate your practice by offering value-added services such as business coaching.

Enhanced professional imageAutomated reporting lets you generate professional quality documents, including highly detailed financial diagnostic reports that deliver even greater value to your clients.

More challenging engagementsCCH Profit Driver lets you quickly standardize new workflow. You can easily add value as an integrated part of the compliance process and shift your workload to highly motivating and challenging engagements.

How can CCH Profit Driver fast forward my practice?

“CCH Profit Driver gives us the means to really help our clients in ways that go far beyond 'traditional' services provided by accounting firms."David Straughan, CPA, CA

Partner, MacGillivray CharteredAccountants & Business Advisors

Get an easy-to-read, 14-page report that uses text and graphics to present business drivers, results and performance measures.

Measure business performance against the industry average using Statistics Canada data or the benchmarking data you created.

Use client financial data to enhance client relationships with value-added services and open new revenue streams for your firm

Predefined ratios and personal key performance indicators help your clients understand and visualize their business results.

Get started now! Register for a FREE CCH Profit Driver webinar today to learn the key features and benefits of this innovative product. Visit www.cch.ca/ProfitDriver or call 1.800.268.4522.

Client’s Tax & AccountingServices Data

Conduct Financial Analysis

Open New Business Channels

Build Business Strategy

Accounting Firm

CCHProfit Driver

36

CCH

Pro

fit D

river

Learn how to install, implement and use CCH Profit Driver Wolters Kluwer offers essential training for CCH Profit Driver users. See page 51 for details.

MBS Financial Group has always believed it could help its corporate clients succeed by focusing more on strategies for the future rather than on traditional financial statements that recount what transpired in the previous year. In 2009, after two days of product training by Wolters Kluwer, MBS installed CCH Profit Driver, adding to its already extensive lineup of CCH Accountants’ Suite products, which include Taxprep TaxOffice, ProSystem fx Practice Management, CCH Scan and CCH Portal.

Today, MBS uses CCH Profit Driver for 90 per cent of its T2 clients. Harold Johnson, one of two partners at the Mississauga, Ont., practice, says MBS has found the software easy to work with. GIFI data uploads directly from T2 right into CCH Profit Driver, making it easy for MBS to create packages for its clients. Using CCH Profit Driver’s Health Check feature as a report card, MBS can show clients improvements in their financial position and where their business is going. The firm also uses the software’s Goalseeking and What If features with 25 per cent of its clients.

“Profit Driver’s What If scenarios allow us to show the full effect upturns and downturns in the economy will have on their business,” says Johnson, whose firm has nine employees.

“This helps our clients plan for changes, both positive and negative.”

The firm currently uses CCH Profit Driver during its annual T2 meetings with clients as an added value no-charge service. What’s more, 25 per cent of its clients have come on board for quarterly meetings or bi-annual discussions where, for a fee, MBS presents CCH Profit Driver on a 50-inch screen to review their business and provide recommendations. This has allowed the firm to generate a 25 to 50 per cent increase in revenues from these clients.

By enabling MBS to provide more insightful and strategic advisory services, CCH Profit Driver helps the firm retain clients and attract new ones, says Harold.

“We have managed to shift the relationship from them being just being a client to us being a partner,” he says.

CCH PROFIT DRIVER SUCCESS STORYCCH Profit Driver enhances client service and boosts revenue at MBS

To learn more about how CCH Profit Driver can give your firm a competitive advantage, visit www.cch.ca/ProfitDriver today or call 1.800.268.4522.

37

CCH

Pro

fit D

river

An easy-to-use website solution with instantly accessible tax articles and contentExpand your marketing strategy to the web and enhance customer relationships by giving your clients online access to value-added services and content — in English, French or both languages. It’s easy with CCH Site Builder, a powerful yet easy-to-use website solution with templates designed specifically for tax and accounting professionals. With CCH Site Builder, you can create a website in less than an hour and maintain it with minimal effort.

CCH Site Builder

Increased value with your clientsCCH Site Builder delivers fresh, professionally written content, timely tax alerts, the latest government forms, financial calculators and more. With an up-to-date website you offer your clients easy access to value-added resources — whenever and wherever they need them.

Enhanced productivityInstead of contacting you, your clients can visit your website for quick and easy answers to basic tax and financial questions. So you can get more done, especially during the busy tax season.

Secure file sharingCCH Site Builder’s unique File Share feature enables you and your clients to securely exchange even the largest confidential personal data files. We use the same kind of high-level security features the banks use.

A professional online presenceCCH Site Builder is a complete turnkey solution that enables you to build a professional quality website for your practice than an hour even if you’ve never built one before.

Easy customizationCustomize your website to your own specs, and augment CCH Site Builder information with your own content.

A site that's always fresh, with minimal effortCCH Site Builder provides continuous content update, including a monthly newsletter with articles relating to current tax and accounting issues written by industry experts.

Cost savingsCCH Site Builder is a highly economical solution that fits the budget of even the smallest practice. Tailor it to fit your individual needs and pay only for the features you want.

How can CCH Site Builder fast forward my practice?

39

▪ Effectively market your practice online▪ Provide value-added content to clients and prospects with minimal effort▪ Maintain a secure level of communication with clients

CCH Site Builder comes with a range of financial calculators that your clients will use and appreciate.

Customize newsletters by selecting current articles from our library or by creating your own.

If you require a standard website immediately, we can set up your site in as little as 3 days. For custom template work, please allow 10-15 business days.

▪ Your credentials and services

Benefits▪ Personalized web presence▪ Expert client communication▪ Secure file sharing

▪ Confident client documents

▪ Up-to-date content with Wolters Kluwer’s professional writers and editors

Extend your practice to the web

CCH

Site

Bui

lder

Learn how to install, implement and use CCH Site Builder Wolters Kluwer offers essential training for CCH Site Builder users. See page 51 for details.

40

CCH

Site

Bui

lder

In search of a solution, WMKL turned to CCH Site Builder and its convenient e-Content option, which allowed WMKL to append a constant stream of regularly updated, reliable tax and accounting content without having to change the overall look and feel of its existing website. It was easy for WMKL to get set up with e-Content. “A few emails and follow-up calls, and the content was implemented,” says Chris Currell, WMKL’s IT Manager.

Today, thanks to CCH Site Builder, WMKL can: Stay current with industry news With CCH Site Builder’s e-Content, WMKL staff and partners have access to industry news and regulatory changes “right off the wire.”

CCH SITE BUILDER SUCCESS STORY

CCH Site Builder delivers the latest content — and growth — to WMKL

To learn more about what CCH Site Builder can do for your firm, visit www.cch.ca/SiteBuilder today or call 1.800.268.4522.

Wormald Masse Keen Lopinski (WMKL) LLP, a Niagara-based accounting firm with nine partners, 43 staff members and a large client base, was finding it challenging to keep its website updated and populated with content that was current and relevant to its clients. The task of creating this content could have been assigned to a staff member, but WMKL figured this would cost the firm thousands of dollars a month in billable hours.

Enhance customer serviceClients can easily find the answers they need online and stay up to date on the latest tax developments by subscribing to WMKL’s e-newsletters.

Grow the business WMKL’s website has proven to be a lead generator, with many prospective clients making the decision to contact the firm after visiting the site.

Free TrialFind out how CCH Site Builder can help you establish a professional

online presence, enhance client relationships and get more done.

Register today for a 30-day test drive. Visit www.cch.ca/sitebuilder

or call 1.800.268.4522 “option 1”.

Already have a website? Add our professional content to your existing website and provide

your clients with up-to-date and accurate information relating to

current tax and accounting issues every time they visit your website.

“CCH Site Builder provides us with the content we need for about $1,000 a year. That’s great value for the highly professional content provided!“

“Our website is a marketing and stimulation tool — clients receive newsletters or may see something on the site. We want them to contact us, and that’s one way we grow our business.”

Bill Keen, CA, CFPPartner, Wormald Masse Keen Lopinski LLP

41

Simplify U.S. tax filing and complianceStreamline your U.S. tax return process with ProSystem fx Tax, our comprehensive U.S. tax compliance software. With consistent December delivery each year, it’s no wonder ProSystem fx Tax is used by close to 70 per cent of the top 100 U.S. accounting firms and nearly 50 per cent of the top 33 Canadian practices.

ProSystem fx Tax

Reduce time wasted searching for formsProSystem fx Tax includes all types of U.S. forms and guides including those used by Canadian tax preparers such as 1040NR, 1120F, 1116 and 2555, 5491, 5492, 1065, 1041, 706, 8833, 114, 114A, 8938, 8858 and more.

Pay-as-you-goProSystem fx Tax offers a pay-per-return option for lower volume users. Get all the forms you need for an annual registration fee plus a fee per return. You can either pay for only the returns that you process or order specific federal or state entities for unlimited use.

E-filingComplete e-filing modules — including MeF. You can e-file from Canada all e-fillable forms (not just compulsory ones), including the FBAR forms 114 and 114A.

Convert your data at no charge Easily convert data from commonly used U.S. tax packages — right on your desktop at no extra cost.

Streamline your workflow ProSystem fx Tax has sophisticated multi-state processing capabilities, for any combination of all 50 states in a single calculation. It also lets you instantly display prior year amounts on-screen.

Enhance your review processOur comprehensive on-screen review system gives you industry-leading access to thousands of interactive diagnostics that link to input. The Interactive Government form view lets you review all federal forms and schedules and jump to appropriate detail screens.

Count on world-class system supportYou’re never alone when you’re a ProSystem fx Tax user. You can contact support via phone, use our Chat or consult our database online. Support is also available on the weekends in April.

How can ProSystem fx Tax fast forward my practice?

Find all the forms you need in ProSystem fx Tax

Individual (1040)ProSystem fx Tax produces everything from your simplest accommodation returns to your most complex 1040s, including 1040NR.

Corporations (1120)Now you can easily handle a wide array of returns including 1120, 1120S, 1120F, Consolidated Corporation and more.

Partnership (1065)ProSystem fx Tax provides complete flexibility for handling all types of partnership tax returns.

Fiduciary (1041)Handle compliance requirements with ease while offering complete presentation flexibility for all major types of estates and trusts.

Estate and Gift (706/709)Quickly process all your estate and gift tax returns, with the features and capabilities you’ve come to expect from the industry leader.

Popular featuresDisplay prior-year amounts on screen; automatic calculations, overrides, diagnostics and optimizations are available for every type of U.S. return.

Delivery Time The product is usually delivered within 48 hours after the order is processed.

Get started now!

Request an evaluation kit by contacting your regional account manager or Benoit Filion

at [email protected]. Please include your mailing address.

For more information, visit www.cch.ca/prosystemfxtax or call 1.800.268.4522.

ProS

yste

m fx

Tax

42

Learn how to use ProSystem fx Tax Wolters Kluwer offers expert-led training for ProSystem fx Tax users. See page 53 for details.

43

Tax and accounting research: accurate, relevant and authoritative research right at your fingertipsBuild your expertise and enhance your value to clients with the latest tax and accounting intelligence.


Content you can trustWolters Kluwer tax research products deliver relevant and timely content written by tax specialists selected for their expertise.

Continuous flow of current intelligenceWolters Kluwer tax research products are continually updated, so you always have the most current information available.

Leading-edge analysisAnticipate and prepare for change by being constantly aware of the factors affecting the industry. Our leading tax specialists know the most important issues of the day and will candidly share their insight and analysis with you.

Comprehensive coverageGet the big picture with extensive information on federal tax, GST/HST, provincial tax, estate planning and other specialized areas.

Flexible packagingWhether you are a tax specialist or someone who requires general coverage, Wolters Kluwer tax research products have the package to suit your needs. You can easily change your package as your needs change.

How can Tax and Accounting Research fast forward my practice?

When you need information fast — Wolters Kluwer tax research products feature these Quick Answer Resources:

Related Matter — robust content relevant to particular ITA sections or statutes.

Smart Charts — A Wolters Kluwer exclusive! Interactive, customizable quick reference charts on popular topics:

▪ Advanced search tools▪ Regular updates with Wolters Kluwer newsletters

44

Context-sensitive links from Taxprep® software to the commentary in the online formats

*Window on Canadian Tax, Tax Topics, Preparing Your Income Tax Returns, Preparing Your Corporate Tax Returns and Taxprep are registered trademarks of Wolters Kluwer Limited. Preparing Your Trust Tax Returns is a trademark owned by Wolters Kluwer Limited.

What tax areas are covered in Tax and Accounting Research?

Tax Preparation Research

Federal Income TaxCanadian Tax Reporter, Window on Canadian Tax®, Dominion Tax Cases Canada Income Tax Guide, Tax Topics® and much more

GST/HST commodityCanadian Goods and Services Tax Reporter and Window on GST/HST

Provincial Income TaxAll provincial reporters including sales tax commentary

Specialized topics such as:Estate Planning, Tax Planning for Small Business and Real Estate Tax

U.S. and international contentWolters Kluwer covers taxes of over 90 countries

We wrote the books on tax preparationYour practice depends on you having the latest, most reliable tax information. That’s why Wolters Kluwer tax preparation books* are loaded with how-to advice, tax planning tips and fast answers to all of your tax return questions. Updated annually with the most current content, these bestselling income, corporate and trust taxation guides are recognized as the industry standard by tax professionals across Canada. To learn more or to order your tax preparation guide, visit www.cch.ca/tax_guides.

Tax

and

Acco

untin

g Re

sear

ch

45

A fast track to the CFP® ExaminationThe Certified Financial Planner (CFP)* credential is administered by Financial Planners Standards Council (FPSC) and held by over 17,000 financial planners in Canada. If you are an accountingdesignate with three years of related industry experience, you may qualify to challenge the CFP Examination without completing a qualifying program.

Preparation is crucial. Wolters Kluwer and Advocis provide four printed texts covering key personal financial planning topics closely matching FPSC’s examination blueprint, plus one year of online access to self-testing on all topics in our accredited program to assess your knowledge readiness. Wolters Kluwer’s package gives you all of the CFP study material, and all of the program tests, at less than half the price of the complete qualifying program.

Build a successful financial planning business within your practiceIf you’re adding financial planning services to your practice, turn to Wolters Kluwer’s Financial Planning for end-to-end resources that cover everything from education to practice and knowledge update. Wolters Kluwer Financial Planning products provide the knowledge and business tools you need to offer your clients valuable financial planning advice.

Financial Planning

CCH / Advocis Education Program leading to CFP® Certification

Capstone Course for financial planners

The Wolters Kluwer/Advocis FPSC-approved Capstone Course is a comprehensive program that delivers a concise summary of core curriculum requirements and gets you ready to take the Financial Planning Examination 2 using case studies, practice questions and exam writing techniques. Course materials that allow you to create complete financial plans include oneSource: The Wolters Kluwer/Advocis FPSC-approved Capstone Course.

* CFP®, CERTIFIED FINANCIAL PLANNER®

and ® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.

FP Solutions is a trademark owned by Wolters Kluwer Limited.

FP Solutions™ Financial Planning SoftwareThe power to drive your practice

OneSourceThe Financial Planner’s Search Engine

FP Solutions software offers four levels of financial planning power so you can choose the level that best suits your clients and your practice.

The Basic and Plus levels are ideal if your practice is focused on investment and insurance product recommendations, and lifestyle needs.

The Advanced level is designed to handle the most demanding client solutions through detailed analyses of income, cash flow and net worth projections.

The Business level offers the only fully integrated corporate modules available in Canada today.

Whether you are a seasoned financial professional or just starting out, you will appreciate the benefits of a research product dedicated to your business. Updated continuously and keyword searchable, OneSource is an online research tool that quickly and easily

provides the information you need for any client situation, even allowing you to cut and paste information and graphs to use in client materials and reports.

Insurance Needs Analysis

Retirement Planning & Sales Concepts

Full Personal & Corporate PlanningBUSINESS

Cash Flow & Net Worth ProjectionsADVANCED

PLUS

BASIC

Major features include:

▪ Integrated planning modules

▪ T1 tax calculations

▪ Planning for the business owner

▪ Industry-leading training and technical support

▪ Highest quality customized reports — branded for your firm and personalized for your clients

Major features include:

▪ Two free monthly e-newsletters — Wealth Management Times and The Estate Planner

▪ Personalized with customized search and email alerts

▪ CRA, HRDC and regulators’ checklists and forms

▪ Cut, paste and email functionality for use in your client reports and communications

Call now! For more information, call 1.800.268.4522 or email [email protected].

Fina

ncia

l Pla

nnin

g

46

FP Solutions is a trademark owned by Wolters Kluwer Limited.

47

Harness the full power of your CCH Accountants’ Suite products by taking advantage of our professional training and consulting services, delivered by the tax and technology experts at Wolters Kluwer. These sessions are customizable and can be delivered onsite or online for your convenience.

Essential TrainingThese mandatory training sessions and resources ensure smooth implementation and accelerate startup for you and your team.

▪ CCH Scan

▪ CCH Portal

▪ CCH Document

▪ CCH KnowledgeConnect


▪ CCH Engagement

▪ CCH Profit Driver

▪ CCH Site Builder

Enhanced Learning Options Designed for new and experienced users, these add-on learning options range from fundamental training to in-depth explorations of features and enhanced functionalities.

▪ Taxprep

▪ CCH Scan

▪ CCH Engagement

▪ U.S. Tax Research Products

▪ ProSystem fx Tax


CCH Accountants’ Suite Expert training for maximum value

48

MEET OUR TRAINERS

Great products backed by industry-leading trainingWhen you put CCH Accountants’ Suite in your practice, you get more than the most advanced products on the market. You get professional trainers who know Wolters Kluwer products inside and out and are passionate about sharing this knowledge in sessions that are detailed, engaging and relevant to the needs of your practice.

Gerry BarkerSenior Training ManagerGerry Barker has been in the tax software and service industry since 1986, when he started as an Account Manager in Winnipeg. Since then, he has provided customer service, technical support, management and training to accounting and tax firms across Canada.

René CarbonneauTraining and VIP AgentRené Carbonneau has been with Wolters Kluwer for 16 years. In December 2004, he moved to the Customer Service and Support department, where his current position is T2 Specialist for Customer Service. Before this, he worked as a Tax team leader, where he helped with the development of Corporate Taxprep.

Nancy Desjardins Training SpecialistNancy Desjardins joined Wolters Kluwer as a training specialist in October 2013. Nancy is a detailed professional who is friendly, knowledgeable, results-oriented and understands the needs of her customers. She brings over 15 years of bilingual customer service, training and management experience. Nancy conducts both in-person and web-based training sessions and provides ongoing support for CCH Document customers across Canada.

Gillian GerskupTraining SpecialistA results-driven training and development professional with more than 10 years of experience in corporate and public environments, Gillian delivers onsite and web-based training for CCH Tax and Accounting customers. She creates and delivers engaging and captivating webinars that encourage participants to come back for more.

48

H E A D O F T H E C L A S S

49

Janine Tarrant, B.S.Ed.

Practice Management Training ConsultantJanine Tarrant joined Wolters Kluwer Canada in 2009 as a consultant for Practice Management software. Prior to that Janine worked for Wolters Kluwer US for 10 years working almost exclusively with CCH Practice (Advantage) and ProSystem fx Practice Management. Janine has a Bachelor of Science degree in Business Education and has been training on various Microsoft® and proprietary software for 20 years.

Jenny Lee, CPA, CA

Tax Software Training ConsultantJenny Lee obtained her CA designation with PricewaterhouseCoopers in Toronto, where she worked in the International Assignment Tax Services Group. Since joining Wolters Kluwer in 1993, Jenny has been helping clients with all Taxprep products and currently leads in-house and web-based training seminars.

Rodrigo Martinez, MBA, CPA, CMA

Training Specialist Rodrigo brings in years of international experience in improving business processes and results, leveraging these through efficient information systems and relevant training. As a CPA and CMA, he is well versed in accounting processes and practices. He enjoys helping clients learn how to streamline these to produce the information they need for better decision-making.

Michelle PotvinTraining SpecialistMichelle Potvin joined Wolters Kluwer as Training Specialist, Customer Satisfaction & Training Group in the company’s Tax, Accounting and Financial Planning division. She provides onsite and web-based seminar training to our tax and accounting clients for income tax research, CCH Scan and other CAS products. Michelle has a background in accounting, counselling and facilitation. She is a results-oriented, detailed professional with over 10 years of comprehensive training experience in corporate environments.

Karim Rashwan, B. Comm (Hons), CFP

Product Manager and Trainer, FP SolutionsKarim Rashwan joined Wolters Kluwer in 2008 as a trainer for the FP Solutions program in the Tax, Accounting and Financial Planning division. Karim completed his Bachelor of Commerce (Hons) degree in Accounting and Finance from the University of Manitoba in 1999 and then went on to obtain his industry certifications and Certified Financial Planner designation between 2001 and 2004 while working as a Financial Advisor at Investors Group and CIBC Imperial Service. He leads online and live session training, participates in financial planning trade shows, and helps develop financial planning solutions training materials.

Maureen Vance, CPA, CA

Tax Software Training ConsultantMaureen Vance obtained her CA with Peat Marwick Mitchell (now KPMG) and hascompleted the CICA In-Depth Tax Course. She joined Wolters Kluwer in 1985 and has been training clients on Taxprep products for over 20 years.

49

50

Training for IT PersonnelIn addition to working with your firm’s IT staff to install CCH KnowledgeConnect, your Wolters Kluwer trainer and IT consultant will provide you with all the information and tools you need to administer this application.

HIGHLIGHTS:▪ Installation▪ Configurations▪ Administration▪ Maintenance of CCH KnowledgeConnect

Training for Implementation Leaders and ChampionsThis session is intended to prepare your firm to effectively implement and use CCH KnowledgeConnect.

HIGHLIGHTS:▪ Organizational policies and procedures for usage▪ Feature and user options▪ Approval rules▪ Escalation rules▪ Support, maintenance and optimization

CCH Scan Best Practices & IT TrainingThis session covers equipment, software and configuration as well as the mandatory pre-installation checklist. CCH Scan workflow options and the impact of roles and responsibility on these workflow models are also discussed in this session.

HIGHLIGHTS:▪ Installation and setup ▪ CCH Scan and its components

CCH Scan End User TrainingDesigned for end users such as tax preparers, reviewers and administrative personnel responsible for scanning documents, validating data, and importing/synchronizing slips, this session covers in depth the paperless tax season workflow with CCH Scan.

HIGHLIGHTS:▪ Paperless return input, review and markup▪ Recognized slips▪ Inputting review matching slips▪ Using the CCH Scan workstation▪ Scanner settings▪ AutoFlow Technology▪ Taxprep integration

FORMAT: web-based DURATION: 2 hours

Training for IT staff / CCH Portal Firm AdministratorsEssential for staff members who will implement and administer CCH Portal, this web-based training demonstrates how to configure and administer the application. Attendees also receive end-user training.

HIGHLIGHTS:

End-user TrainingThis one-hour web-based session helps end users gain a full understanding of how to use CCH Portal.

HIGHLIGHTS:▪ Accessing portal▪ Adding files▪ Searching▪ Working with files (check in/check out/download)▪ Locking

FORMAT: web-based DURATION: 1-2 hours

IT Consulting SessionsTailored to focus on your firm’s IT staff, these consulting sessions outline IT’s critical role in the successful implementation of CCH Document including data migration, server setup and reviewing folder structure.

Implementation Consulting SessionsThese consulting sessions are designed to ensure that your CCH Document implementation aligns with your firm’s workflow, embedded cultural behaviours and any legal requirements pertaining to quality control. Our consultants will help you develop best practices for each department, identify ways to maximize integration with other applications and customize the settings to meet your firm's needs.

End-user Training SessionsThese training sessions ensure that each member of your firm fully understands the software interface, how to access files, integration with Outlook and managing files within your new CCH Document software.

FORMAT: web-based DURATION: 4 hours - 2 days

CCH Scan

CCH KnowledgeConnectCCH Portal

CCH Document

ESSENTIAL TRAINING

CCH Accountants' Suite

▪ Creating portals▪ Configuring folder templates▪ Creating users

▪ Security groups▪ Email notifications▪ End-user training topics

51

Setup or In-depth SetupThis required class will focus on getting your Practice Management program set up with your firm’s data such as clients, employees and service codes. Administrators and Partners will be presented with options and features that will allow them to make decisions about how their firm can prepare for data entry and/or data conversion as well as options that can be used in their day-to-day processes.

Administration and ReportingAdministrators of your Practice Management program will learn how to input, review, correct and process information from time entry to billing efficiently, helping your firm turn WIP into cash faster and less expensively while providing support to end users.

Time Entry, Billing and A/RThese three independent end user courses are designed for those responsible for inputting time and expenses, for billing and/or for collecting A/Rs, enabling them to do so quickly and accurately.

FORMAT: web-based

Learning the Fundamentals and How to Apply them EffectivelyThis three-hour web session will show you how to get started with CCH Profit Driver and ensure that each user fully understands how this application can help expand your services offering.

Best Practice Training

Tailored to focus on the Best Practices for successfully implementing CCH Profit Driver as a "value-added" client service within your firm.

▪ How to tell the "story" of your client’s business▪ Creating client models & importing financial data▪ Data analysis & strategies▪ The client meeting and reports

Applying the Fundamentals

Building on knowledge gained in the Best Practice session and using a Case Study approach, we will focus on the tools within CCH Profit Driver that will assist you to effectively and efficiently build financial strategies for your clients.

▪ Performing goal seeking▪ Running what-if analyses▪ Drilling down into the data▪ Comparing client data to industry standards▪ Creating key performance indicators (KPIs)▪ Projections and budgets


Learning the Fundamentals and Key FeaturesThis complimentary one-hour workshop is exclusively for active customers of CCH Site Builder. It provides a comprehensive introduction for new users and serves as a great refresher course for existing subscribers. You'll understand what a CCH Site Builder website is, how to create one and all the advantages it provides.

HIGHLIGHTS ▪ Setting up your website▪ Customizing content▪ Sharing confidential information securely ▪ Generating client visits ▪ Generating return traffic

FORMAT: web-based DURATION: 1 hour

General Accounting and Auditing TrainingThis general course will ensure that all CCH Engagement users in your firm understand the “how-to” basics and are familiar with key time-saving features.

HIGHLIGHTS▪ Creating client files, binders, trial balances, reports, journal entries and more▪ Integration between Microsoft® Office and CCH Engagement▪ Transferring financial data into Corporate Taxprep and other tax software packages▪ How to tap into features and tools that enable seamless collaboration, even when team members are in different locations ▪ Creating dynamic financial statements

CCH Engagement

ProSystem fx Practice Management

CCH Profit Driver

CCH Site Builder

End-user TrainingThis session teaches end users how to use CCH KnowledgeConnect to search for, capture and share expertise within your practice.

HIGHLIGHTS:▪ How to execute efficient searches▪ How to ask and answer questions to gain knowledge while helping to build your firm’s knowledge base

FORMAT: web-based or on-site DURATION: 2 - 8 hours

For details on essential training sessions, contact your Account Manager or call 1.800.268.4522.

Best Practice Training

Building on knowledge gained in the general course, this session helps your firm maximize the efficiency and productivity gains possible with CCH Engagement.

HIGHLIGHTS▪ Binder template creation▪ Customization of financial statements▪ Workflow review▪ Implementation timelines▪ User rights▪ Template management


52

Advanced CCH Engagement Training (Accounting and Auditing)This comprehensive session will turn you into a CCH Engagementpower-user and go-to person in your firm.

HIGHLIGHTS:▪ Performing special types of engagements through the various available Trial Balances and related functions▪ Using the structure provided to build your own types of journal entries and balances▪ Analyzing the TB Link to understand how it works, enabling you to perform advanced TB Link functions▪ Increasing overall efficiency of firm engagements by allowing for more timely preparation and review of workpapers and financial statements

PREREQUISITES: CCH Engagement Essential Learning basic sessionFORMAT: web-based or onsite with an option for a private session or a webinar with other CCH Engagement users DURATION: 4 hours

Personal Taxprep/Corporate TaxprepWolters Kluwer offers in-class seminars each year — focusing on Personal Taxprep and Corporate Taxprep. Intended for Taxprep users of all levels, these classroom seminars ensure that you are up to date on Taxprep product enhancements and tax changes and explore key productivity features to help you make the most of your Taxprep software.

HIGHLIGHTS:▪ How new product features and updates make return preparation and management easier and faster▪ Learn about recent changes to tax legislation▪ Customizing Taxprep to meet your firm’s specific needs

FORMAT: classroom seminar DURATION: half or full day

Introduction to Taxprep for New UsersThis web-based introduction to Taxprep gets you comfortable with the Taxprep interface and prepares you for more in-depth learning about product features.

HIGHLIGHTS:▪ Navigating the tax return on Taxprep▪ Data entry▪ Reviewing returns and printing▪ How to take advantage of the various Help features

FORMAT: webinar DURATION: 1.5 hours

Introduction to Preparing Canadian Corporate Tax Returns using Corporate TaxprepThis expert-led session is invaluable to users who are new tocorporate tax returns filing or who need a refresher on basic concepts.

HIGHLIGHTS:▪ General Index of Financial Information (GIFI)▪ Returns and Schedules Information (RSI)▪ How data flows from federal to provincial returns

FORMAT: webinar DURATION: 1.5 hours

Customized TrainingIn addition to our classroom seminars and webinars, Wolters Kluwer also provides customized training through the web or onsite.

CCH Scan Refresher and What’s New Designed for users with at least one tax season’s experience with CCH Scan, this once-a-year webinar provides an overview of the latest product changes and updates.

HIGHLIGHTS:▪ Expanded and improved form coverage▪ Updates to the validation tool▪ New administrator options▪ Integration with Personal Taxprep▪ AutoFlow Technology update

FORMAT: webinar or classroom seminar by request DURATION: 1 hour

Adobe Acrobat Fundamentals for CCH usersDesigned for users who are new to Adobe Acrobat, this webinar enables you to optimize usage of PDFlyer, which leads to a more streamlined workflow and a reduction in paper-based annotations.

HIGHLIGHTS:▪ How to create and print PDFs▪ Setting toolbar preferences▪ How to create and use bookmarks▪ Using watermarks, sticky notes, stamps and text boxes▪ Using the comments toolbar

FORMAT: webinar DURATION: 1 hour

Customized trainingWant to gain a deeper knowledge of Adobe Acrobat Standard or Professional 7.0 or higher? Ask us to create a customized webinar or onsite training session for your team.

Taxprep

CCH Engagement

CCH Scan

These are just a few of the numerous Taxprep webinars available throughout the year. For full details on Taxprep webinars, visit www.taxprep.com and click on “Training”. For regular updates, subscribe to the Taxprep eBulletin.

ENHANCED LEARNING OPTIONS

CCH Accountants' Suite

53

U.S. Tax Research Products (including IntelliConnect and ARM)Web-based training sessions covering a wide range of topics related to U.S. tax research products are available for free or for a nominal fee.

COURSE EXAMPLES:▪ Introduction to IntelliConnect ▪ Accounting Research Manager (ARM) ▪ Federal Tax Research▪ IntelliForms ▪ Sales Tax Research & Compliance Manager ▪ State Tax Research

FORMAT: web-based

ProSystem fx TaxOur training and consulting team offers several courses designedfor new and experienced users.

COURSE EXAMPLES▪ Introduction to ProSystem fx Tax▪ Introduction to Individual Returns▪ Introduction to Corporation Returns – C Corp▪ Introduction to Worksheet View▪ Schedule M-3 ▪ Depreciation and Amortization

Project ManagementFirms using this optional functionality of your Practice Management Program will greatly benefit from this course to schedule, manage and track their projects by client more efficiently and ensure that these run on time and on budget.

MarketingIf your firm needs to do more marketing and/or to do it more efficiently, this course will teach you how to use Practice Management’s functionalities for this purpose.

FORMAT: webinar

ProSystem fx Tax

ProSystem fx Practice Management

U.S. Tax Research Products

For details on enhanced learning options sessions,

contact your Account Manager or call 1.800.268.4522.

CCH Engagement Conversion WorkshopDirected at new CCH Engagement customers switching from a different workpapers software such as CaseWare® Working Papers, this session ensures the software conversion process is as thorough,efficient and simple as possible.

FORMAT: private web-based session DURATION: 1 to 2 hours

Customized TrainingWe offer web-based or on-site customized training sessions forCCH Engagement customers who want training focused on specificchallenges or areas in their practice and workflow. Training will bepreceded by a consultation to ensure that the customized sessioncovers the appropriate topics.

CCH Engagement Customization ServiceTo save you even more time and ensure that CCH Engagementcompletely matches your needs, we can create customized templates for financial statements or entire binders specifically for your practice. All you need to do is fill out a straightforward requirements questionnaire and our product experts will create the templates for you. To ensure that the template design is effective, our consultant will contact you to discuss your detailed requirements prior to customization.

54

See page 23 for information onhow CCH Document enables truecontent management.

WHAT IS TRUE CONTENT MANAGEMENT?

True content management is the foundation of the success of a paperless practice. In a true content management environment, all documents — from client tax returns and slips to internal files and emails — are stored in one central location accessible throughout the various stages of your workflow. A true content management system saves you time by letting you quickly access, manage and move your files. It also reduces costs by eliminating the need for physical paper storage (did you know that 150 GB of hard drive stores the equivalent of 70 filing cabinets of paper?) and making it unnecessary to produce hard documents for client deliverables.

With true content management you can:

▪ Enforce file access through one secure interface, with audit trails and version controls in place

▪ Quickly find and retrieve all documents, including completed files

▪ Maintain files in their native format to ensure full functionality and usability

▪ Securely lock down completed files for archiving

▪ Maintain multiple versions of each document while keeping the most recent copy active

▪ Automatically manage data files based on document retention policies you set

▪ Communicate and collaborate securely and easily with clients through an integrated Client Portal

▪ Work seamlessly with other software such as tax software, time and billing applications, and Outlook

Did you know?

Employees spend 50 per cent of their work time looking for a document and between 5 to 15 per cent of their time reading it

90 per cent of all work files are moved from place to place in the office

The average document gets copied 19 times

7.5 per cent of all documents are misplaced while 3 per cent get misfiled

Source: A study conducted by PriceWaterhouseCoopers, 2013

54

55

MOVING TO PAPERLESS? 10 TIPS TO EASE THE WAY

True to its reputation as a technologically savvy organization, VanParys Micacchi Shippey & Warnick LLP in Oxford County, Ontario, has transformed itself into a paperless practice with true document management capability. Dino Micacchi, the firm’s Finance and Technology Partner, shares his top 10 tips for going paperless.

There may be some bumps along the way, but when you weigh the enormous benefits that may be achieved by going paperless, you will find it well worth the time and effort to get there. You will be reminded of these benefits every time you need to quickly access information and share documents with clients — and whenever you look at your firm’s financial statements and notice how much you have saved on administration and storage costs.

1 Plan, plan, plan. You will likely need to spend three times as

much time planning your migration to paperless as you will implementing it. As part of the planning stage, it is imperative to get buy-in from the top to ensure that your entire organization embraces the move.

2 Make it a team effort. Organize a dedicated “Champion

Team” to gather information, test the various products and forecast potential cost savings from going paperless.

3 Seek and you shall find. Perform a comprehensive search of all

available applications and products. We talked to three potential paperless application suppliers before we finally settled on CCH Scan and CCH Document from CCH Canadian Ltd.

4 Take small steps before making big decisions.

Consider doing a pilot test to quantify the benefits of the transition to paperless. We did this with CCH Document and CCH Scan, and as a result we were able to estimate savings of 1.8 full-time equivalents per year, plus considerable reductions in our paper and storage costs.

5 Timing is everything. To reduce the strain on company

resources, most firms should consider going electronic with tax returns and initiating implementation of year-end files outside tax season.

6 Do not reinvent the wheel. If the basic systems you are

using right now are up to industry standards, then simply adapt them to an electronic environment. If not, the move to paperless may require that you standardize your processes.

7 Seize the moment. Moving to a paperless world will open up other

kinds of opportunities. At our firm, we also implemented XCM, a workflow management solution that allows us to see who is over-and under-utilized so that we can shift assignments to even out the workload between offices and individuals.

8 Enjoy that feeling of security. The beauty of going paperless is

that you and your clients can exchange files electronically. Do this in a safe and secure environment by setting up a password-protected portal.

9 Make sure you have the goods.

Ensure that you have everything you need to go paperless. We deployed CCH Document, CCH Scan, a Kodak 1220 high-speed scanner, XCM, dual monitors and Adobe Professional. You may also want to go with third-party hosting and thin client units and an application delivery system to save space.

10 Be proactive. Think what other processes may be

improved by making them paperless. One day soon, we will all be able to bill our clients and receive payment without any paper being produced.

55

M199

Wolters Kluwer Limited

300 - 90 Sheppard Avenue EastToronto, ON M2N 6X1www.cch.ca

INTEGRATED.INTELLIGENT.