2017 Software Setup

Find everything you need to get up-and-running for the 2017 filing season by choosing your product and clicking on the appropriate buttons below.


ATX

The following links will provide you with the necessary information required to set up your software, download the Tax Season Essentials, and brush up on software features.


TaxWise

The following links will provide you with the necessary information required to set up your software, download the Tax Season Essentials, and brush up on software features.


TaxWise Online

The following links will provide you with the necessary information required to set up your software and brush up on software features.


CCH iFirm

The following links will provide you with the necessary information required to set up your software and brush up on software features.


Integrated Products

The following links will provide you with the necessary information required to set up Client Accounting Suite, Client Accounting Suite Premier, PaperlessPLUS, CCH AnswerConnect, and CCH IntelliConnect.

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Extensive Research & Learning

CCH® AnswerConnect

Take advantage of over 100 years of tax and accounting knowledge directly at your fingertips. Learn how your business can benefit from tax prep workflow.
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CPE Link

CPE Link, the leading provider of online CPE training programs, offers a robust web-based CPE curriculum featuring 300 webinars and 225 self-study courses. Special introductory offer - try CPE link for free with a complimentary 2-hour CPE course of your choice.
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Get Your Credentials

Up your tax professional game by earning your professional credentials. Choose from the many programs offered to help you earn your Enrolled Agent (EA) designation, Annual Filing Season Program (AFSP) credential and much more!
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Tax Handbooks

As a trusted leader in tax research, our books and publications deliver comprehensive coverage and authoritative reports on tax legislation.
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Enhance Your Business

CCH iFirm

Created specifically for the tax and accounting industry, CCH iFirm allows you to focus on your clients instead of worrying about reporting, invoicing or file sharing.

With CCH iFirm Client Portal, you'll have a smarter way to track and share documents with clients so you can eliminate unsecure e-mails and reduce your printing costs.
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CCH iFirm Practice Manager gives you the ability to monitor and streamline every aspect of your tax & accounting business by easily tracking jobs, workflows, staff and more.
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Return Retrieval

Avoid the heartache of lost or damaged client files by having a secure back up when you need it most. Quickly download your Tax Year 2017, 2016, and 2015 returns when you purchase Return Retrieval.
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Settlement Solutions

Learn how products like FeeCollect™, 3Fund™, PreFund™, and traditional settlement options allow your clients to pay you directly from their refund. Eliminate the need for collections or post-dated checks.
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