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Tax Notebook is an online tax organizer that delivers expanded levels of convenience and technology to improve your interaction with existing clients. It will also:
- Populate Tax Notebook with last year’s rolled-over information, quickly and accurately.
- Monitor and quickly track the status of each client’s Tax Notebook through the powerful status system included within Tax Notebook Toolkit.
- Provide marketing materials (postcards, flyers, sample letter and email text) to help you promote our online tax organizer to your clients.
- Allow import of W-2 data from a variety of payroll providers as well as imports of Schedule D and 1099 B data from Gainskeeper®Pro™ , Morgan Stanley, and Charles Schwab.
- Drive clients to your website where they’ll quickly learn the full scope of services offered by your firm.
- Enhance your professional image with a fully customized Tax Notebook, complete with a personalized Welcome Page with your firm name and logo.
CCH, a Wolters Kluwer business has built thorough security measures into the entire Tax Notebook process. The integrity of information is always secure and private, from SSL technology, data back-up and redundancy to unique passwords and logins for each client.
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Use the Tax Notebook Toolkit to completely customize your client tax organizer to meet the professional standards of your firm. You can easily create notebooks that mirror the specific tax situations of each client and determine the firm information that appears on the tax notebooks your clients access, including your company name, address, and logo. |
With Tax Notebook, your clients can securely provide their tax information through an easy-to-use web-based application saving you hours of data entry time by seamlessly importing your clients’ completed Tax Notebook data into ProSystem fx Tax, CCH’s award-winning tax preparation and client management package.
CCH offers several resources to optimize your implementation of this client tax organizer. You can use the sample letters below to tell your clients about the product, letting them choose whether they want to opt in or opt out. A Case Studies and Best Practices document is also provided below.
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