IntelliForms™

IntelliForms™
The Forms You Need, When and Where You Need Them

IntelliForms is an interactive forms product that works the way you do. Fast, reliable and organized, IntelliForms provides the forms you need, when and where you need them. You'll have access to real-time updates, draft forms, client-based organization and an easy-to-use interface. As a download-to-install desktop application, IntelliForms includes key features that make it incredibly easy to locate, view, fill out, save and print over 20,000 federal, state and city forms, and related instructions, IRS publications and Practice Aids.

Available Formats / Update Frequency:
IntelliConnect™ / Updated Continuously

IntelliForms is designed to make your forms experience more efficient, intuitive, and above all - easier!

More forms - IntelliForms includes over 20,000 forms and instructions, with an increased number of sales and use tax forms, as well as expanded sets of nonprofit and financial and estate planning forms.
Easy- Easy to learn and use with its simple interface and intuitive toolbar.
Find forms fast - Use the Filters and/or Search functions to find your desired form - and once you locate your form, you can quickly link out to the relevant section of official instructions.
Improved organization - Several tabs are provided to assist in organizing your forms. And, you categorize your data by client!
Real time updates-IntelliForms checks for the latest version of a form each time a form is opened.
Effortless data flow-Data flows from draft form to final form and from worksheet to related form.
Integration-Import saved PDF forms into ProSystem fx™ and access forms from ProSystem fx™ dashboard. You can also link from form field to CCH Tax Prep Partner Series™, CCH's explanatory and compliance-focused research content.
Interactive archives-Includes interactive versions of forms from 2005 to the present, as well as access to an online library of forms in PDF format going back to 1998.

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