Your Strategic Partner for End-to-End Corporate Workflow Solutions

When you have to be right
Tax & Accounting
Your Strategic Partner
for End-to-End Corporate
Workflow Solutions
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Your Strategic Partner for End-to-End Corporate Workflow Solutions
Complete your work with confidence using software
that embraces familiar tools, such as Microsoft® Excel®,
Microsoft® Word, Microsoft® Outlook® and Adobe® Acrobat®.
Integrated Corporate
Workflow Solutions Overview
Wolters Kluwer’s Corporate Workflow Solutions increase productivity and reduce
risks — so whether you implement one solution or the entire software and research
suite, you’ll see significant improvements either on-premise or in the cloud.
Increase Compliance and Mitigate Risk
Minimize manual data entry to help reduce
material weaknesses, costly restatements, and
underpayments or overpayments.
Manage workpapers in their native formats,
establish audit trails, strengthen controls, and
incorporate regular record retention, version
control, rights management and data security to
better prepare for audit defense.
Improve Productivity
Simplify internal business operations by
eliminating inefficient processes and reducing
time spent on non-value added work such as
document searches, reviews and approvals.
Streamline department workflow with paperless
document management, creating a clean and
reliable audit trail and allowing the tax team to be
more productive, even with fewer resources.
Tax and Compliance Solutions CCH® ProSystem fx® Tax
CCH® IntelliConnect®
CCH Axcess™ Tax
Document and Workpaper Management Solutions CCH® ProSystem fx® Workpaper Manager
CCH Axcess™ Document
CCH® ProSystem fx® Document
CCH Axcess™ Portal
CCH® ProSystem fx® PDFlyer
CCH Axcess™ Workstream
Fixed Asset Management Solutions CCH® ProSystem fx® Fixed Assets
CCH® Fixed Assets Manager
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Your Strategic Partner for End-to-End Corporate Workflow Solutions
Tax and Compliance Solutions
CCH ProSystem fx Tax and CCH Axcess Tax
Streamline your income tax compliance and preparation management. Having an inefficient tax
process is frustrating and a waste of valuable time — so turn to our tax and compliance solutions
for integrated software that is available as either on-premise or cloud-based, which can manage
compliance deadlines and risks, and increase productivity.
“The combination of Wolters Kluwer’s
tax [and] compliance software and
CCH ProSystem fx Workpaper Manager
makes mapping our G/L effortless, one
easy motion and you’re done! I definitely
like the functionality of Wolters Kluwer’s
software products, but let me tell you
what really stands out … the customer
support. Every time I call Wolters Kluwer
customer support, I receive an immediate
answer from their software support
experts. Being the sole user of the software
within a small tax department means
there are never enough hours in the day,
so Wolters Kluwer customer support has
proven to be an invaluable resource …
and they have always been there when
I need them!”
— Jim Fiorenza,
Tax Manager, Tidewater Inc.
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Your Strategic Partner for End-to-End Corporate Workflow Solutions
Streamline your income tax compliance and
preparation management process.
• Enjoy seamless G/L and trial balance
integration linked to related tax returns to
speed preparation time.
• Take advantage of automation to help you
manage existing tax workpapers for faster
and more accurate results.
• Access full Schedule M-3 calculations and
support to help eliminate tedious overrides
and manual entries.
• Get the most complete e-filing available
for all federal and state taxing authorities,
whether mandated or not, including the
ability to electronically file mixed group
consolidations.
• Eliminate tedious overrides and manual
entries on state tax returns.
• Save multiple versions of returns, adding
planning and presentation options without
extra fees.
CCH ProSystem fx Tax and CCH Axcess
Tax integrate with the following software
and solutions:
• Microsoft® Excel®
• CCH IntelliConnect
• CCH® SmartCharts — State Tax
• CCH ProSystem fx Workpaper Manager
• CCH ProSystem fx Document
• CCH ProSystem fx Fixed Assets
• CCH Fixed Assets Manager
Our corporate tax software is the
award‑winning tax compliance and
preparation solution that seamlessly
integrates with your corporate tax
department’s daily processes.
Research and Learning
CCH IntelliConnect , CCH® IntelliConnect Browser Search, CCH® CodeConnect and CCH Mobile™ CCH IntelliConnect and CCH Mobile work together to bring you a leading research platform and
access to expert content from anywhere, and at any time. Only available on CCH IntelliConnect,
CCH CodeConnect is a groundbreaking enhancement for federal tax users that makes it easier to
get useful information out of the Internal Revenue Code by providing more context around your
searches. Plus, when you download the latest complimentary browser add-on, CCH IntelliConnect
Browser Search, you get access to both CCH IntelliConnect answers and search engine results at
the same time. This feature instantly sends search queries through Wolters Kluwer’s subscriber
content, and displays the answers directly on the Google®, Bing ® or Yahoo!® results page. No
logging in and no more alternating between research tools! Now it’s one and done.
• Simple navigation and search-and-find functions.
• Quick Answers to more than 2,000 of the most commonly asked tax and accounting questions.
• Intuitive tools such as CCH SmartCharts and “Relate” buttons to help you find related content.
Improved Workflow
• Get the ease of Google® with the expertise
and reliability of Wolters Kluwer — all in
one step.
• Organize your favorites like a document,
chapter or section.
• Search your history for up to a year.
• Use voice features to run searches within
CCH Mobile and access our world-class
content and interactive practice aids, on
your iPhone®, iPad®, Android™ or Kindle Fire®.
• Write notes and annotations within
CCH Mobile and CCH IntelliConnect.
Integrate these research and learning
solutions with the following corporate direct
tax solutions:
• CCH ProSystem fx Tax
• CCH Axcess Document
• CCH ProSystem fx Document
CPA Practice Advisor gives
CCH IntelliConnect research
platform a five-star rating.
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Your Strategic Partner for End-to-End Corporate Workflow Solutions
Document and Workpaper
Management Solutions
CCH ProSystem fx Workpaper Manager
Work faster with less paper using CCH ProSystem fx Workpaper Manager. Let your trial balance
data flow automatically from workpaper to workpaper, tax returns and other solutions.
• Minimize data entry and stay in compliance with changing industry regulations.
• Manage multiple workpapers easily.
• Incorporate existing Microsoft® Word and Excel® workpapers with ease into your electronic
binder, complete with dynamic links.
• Quickly roll forward an entire binder with a single mouse click.
• Automate new projects with customized binder templates.
“With CCH ProSystem fx
Workpaper Manager,
we’ve made all of our
accounting processes
and files paperless. No
more misplaced and
worn documents! It’s
just so much faster —
now just click a button,
it’s there.”
— Mendi Hawkins,
Tax Manager, Rebel Oil Company
Improved Workflow
• Reuse your existing workpapers and checklists for
tax returns, accounting or internal audits in their
native file formats.
• Organize related workpapers and trial balances in electronic
project binders, including indexing, linked references and
version controls for workflow management.
• Delegate workpapers to individual users for editing, while
the rest of the team continues reading and reviewing the
entire electronic binder.
• Archive each completed electronic binder and roll forward
a working copy for the next reporting period, retaining all
Microsoft® Excel® file links in the binder.
CCH ProSystem fx Workpaper Manager integrates with the
following solutions and software:
• CCH ProSystem fx Tax
• CCH ProSystem fx Fixed Assets
• CCH® Accounting Research Manager®
• CCH IntelliConnect
• Microsoft® Excel®
• Microsoft® Word
• Adobe® Acrobat®
Your Strategic Partner for End-to-End Corporate Workflow Solutions
Document Management
CCH Axcess Document and CCH ProSystem fx Document — Our document storage and retrieval
solutions provide your critical documents in a timely and efficient manner, saving time and
increasing productivity.
Increase Productivity
• Search by file name or key file properties
such as assigned classes and subclasses or
keyword, so file retrieval is quick and easy.
• Electronically file your returns and store
them for the appropriate time periods based
on the corporation’s record retention policy,
and mark them for automatic destruction
upon expiration.
• Access your project files securely, anytime,
anywhere.
Mitigate Risk
Digitally organize and manage the full range of
documents found in your business. In addition
to effortless searching, you can:
• Ensure accuracy and compliance with
file retention and destruction policies
(including email).
• Mitigate risk with electronic files that are
easier to back up and store off-site for
access in case of disaster.
• Quickly access many key functions to
help you organize, manage and maintain
your documents, including lock, checkout, check-in, version history, direct
editing, discussions and overdue
check-out notification.
Our other cloud-based and on-premise document and workpaper management solutions can be
implemented independently or as a part of the integrated corporate workflow.
• CCH Axcess Portal — Our cloud-based double-encrypted Portal solution enables easy access
and exchange of confidential documents.
• CCH Axcess Workstream — Our cloud-based project management system utilized by
corporations proactively manages their workflow and maximizes productivity.
• CCH ProSystem fx PDFlyer — Our unique time-saving plug-in enables you to modify and
enhance PDF documents.
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Your Strategic Partner for End-to-End Corporate Workflow Solutions
Fixed Asset Management Solutions
CCH ProSystem fx Fixed Assets
Experience the efficiency of a complete asset tracking, management and reporting solution.
• Enjoy flexible reporting for any period.
• Experience simple asset and depreciation management.
• Export asset activity journal entries back to any accounting system for monthly updating.
Improved Workflow
• Export customer reports as CSV, Microsoft®
Excel®, PDF or Microsoft® Word files.
• Dispose of partial assets, single assets or
multiple assets as a group sale.
• Transfer assets from another system with
simple data conversion.
• Create standard reports with powerful user
selections for any output need.
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Your Strategic Partner for End-to-End Corporate Workflow Solutions
CCH ProSystem fx Fixed Assets integrates with
the following solutions:
• CCH ProSystem fx Workpaper Manager
• CCH ProSystem fx Tax
• CCH® Global fx
CCH Fixed Assets Manager
Get the most robust financial reporting tool that manages, tracks and supports all asset
depreciation compliance, reporting and planning needs for multinational corporations.
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An easy interface with robust customization features.
Defined asset types for all IRS-prescribed tax classes.
Accurate and timely tax law updates.
Ability to track unlimited assets and unlimited books.
Improved Workflow
• Get automatic depreciation calculations
with IFRS and GAAP compliance.
• Benefit from 60+ pre-defined reports,
a custom report writer, and support for
tax forms 4562, 6252 and 4684.
• Track auditing for specific tasks performed
within the system, like deleting entities
and books, renumbering assets and
closing years.
• Import data from Microsoft® Excel® and text
files easily.
“We approached the project
thinking as accountants and
Wolters Kluwer helped us think
about how the issues affect the
software ... The implementation
process was so well designed and
planned by the on-site team.”
— Kathy Castillo,
Domestic Tax, Guardian Industries
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Your Strategic Partner for End-to-End Corporate Workflow Solutions
Your Strategic Partner for End-to-End Corporate Workflow Solutions
With more than 50 years in the tax
Other Solutions
Sales and Use Tax Solutions
Wolters Kluwer sales and use tax solutions provide accurate content,
calculations and rates, and keep you up to date on compliance requirements
with authoritative guidance. Experience seamless ERP integration and
intuitive design, along with the latest technology to support the way you
work. Visit SalesTax.com to learn more.
• Calculations Solutions — Calculate, track and verify all sales tax
transactions, so you can focus on building your business.
• Rates and Taxability Solutions — Stay current and reduce audit risk with
thousands of sales tax rates and regulations for every type of jurisdiction.
• Returns and Compliance Solutions — Automatically populate your tax
forms, schedules and worksheets, and accurately produce returns
and e-filings.
• Industry Solutions — Streamline compliance and protect your company
from audit risk with expertly researched tax determinations for your
specific industry.
• Professional Services — Manage the effectiveness and efficiency of your
tax operations with implementation, consulting and training services.
and compliance business and more
than 100 years in tax research, you can
Have a tax problem?
There’s good news!
When you turn to
Wolters Kluwer for
your sales and use
tax solutions, you’ll
be using the most
relevant feature set
on the market, backed
by the most respected
subject-matter
authority on tax.
trust Wolters Kluwer to provide
software and research tools that
increase productivity by streamlining
and automating your processes, and
mitigating your risk by delivering
accurate content.
Take control of your profitability and tax
process with our integrated end-to-end
Corporate Workflow Solutions.
With even more compliance filings and
deadlines, the demands for faster delivery
and the challenge of getting it all done with
limited staff or without making mistakes are
hurdles we see tax professionals face daily and
overcome with our solutions.
Direct Tax
Professional Services
Wolters Kluwer offers services
for conversions, implementation
and training on our income tax
solutions. Our team of seasoned
consultants have decades of
experience working in the tax
industry and understand the
unique needs of corporate tax and
accounting professionals.
Software Professional and Client Services
Get a complete review of your current income tax operations and
configuration as well as recommendations on how to improve.
In addition, we offer:
• Specialized product training courses
• Topical training and consulting options
• Access to additional resources
With more than 200 CCH® Webinars and CCH® Learning Center
courses offered each year, Wolters Kluwer offers more than just CPE.
Discover topical learning solutions and focus on opportunities that
matter most to your business. Partnering with Wolters Kluwer can
help ensure your next steps are ones that promote development
and growth.
Wolters Kluwer
Tax & Accounting is the
leading global provider
of tax, accounting
and audit solutions,
and corporate tax
compliance tools
and services.
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Contact information:
Wolters Kluwer
2700 Lake Cook Road
Please visit CCHGroup.com/Corp
for more information.
Riverwoods, IL 60015
United States
800-739-9998
8/16
2016-0002-2
© 2016 CCH Incorporated and its affiliates. All rights reserved.
When you have to be right