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IntelliConnect
Research Webinars
®
If another tax season is
right around the corner,
it is time to attend an
IntelliConnect Research
Webinar.
Why Attend an IntelliConnect
Research Webinar?
All attendees will greatly benefit from learning about
the intuitive and innovative research capabilities of
IntelliConnect. All time-saving features and best practices
will be covered in great detail for federal and state research,
providing valuable information for all users — from your
most junior staff to your most seasoned veteran.
Here are just a few of the topics covered in the
IntelliConnect Research Webinar:
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Let Wolters Kluwer, CCH
demonstrate how you can get
the most productivity from
IntelliConnect. Please accept this
invitation to attend one of our 2015
IntelliConnect Research Webinars
during the month of January. Here,
you will learn about time-saving
Wolters Kluwer, CCH research
productivity tools, how to conduct
research using IntelliConnect and
how using both can help minimize
your research time. As a result, the
increase in productivity will be a big
payoff for you during the upcoming
tax season.
Don’t be left behind this tax season —
register now for the IntelliConnect
Research Webinar of your choice in
January 2015.
Why Attend a Wolters Kluwer,
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Easily access IntelliConnect research and guidance
from ProSystem fx® Tax or CCH Axcess™ Tax.
Rapidly search across your entire library of content.
Documenting your research results with shared
research folders to collaborate with others.
Bookmarking your frequently used publications for
fast access using My Favorites.
Easily access Smart Charts, Practice Tools and
other resources.
Accessing Wolters Kluwer, CCH research content, Quick
Answers, tools and news via CCH® IntelliConnect Direct,
CCH Mobile™ and CCH® IntelliConnect Browser Search.
Who Should Attend an IntelliConnect
Research Webinar?
We strongly recommend all of the following
IntelliConnect users attend:
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Staff
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Partners
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Managers
The program level is basic with no prerequisites or advanced
preparation required. Attendees can earn up to 2 CPE credit hours.
The Bottom Line
IntelliConnect Research Webinars are designed to keep
your staff current on the latest enhancements and, in
turn, increase your staff’s productivity. Learn how to
make these enhancements work for you!
Earn Valuable CPE Credit
All training materials are included, and attendees
also earn two valuable hours of CPE credit, if desired.
CPE credit may be obtained by attendees for a fee of
$55 per certificate.
2015 IntelliConnect Research Webinar Content
The following is a preview of some of the exciting enhancements we’ll cover.
Learn Efficient Ways to Conduct Your Research:
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Keyword Search — Search your entire subscription or
specific content and quickly view your results grouped by
document type.
Interactive Research Aids
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Citation Search — When you have the specific citation
of a document, e.g., Code section, ruling, etc.
Browse — Browse or “menu-walk” to see the contents of a
specific area, just like using the table of contents in a book.
Titles A–Z
The Titles A–Z command helps you to look up titles in
your subscription content using an alphabetical index
or to conduct a search for terms within a title.
Tracker News™
Tracker News helps you keep on top of tax news
developments. You can set up new searches specific to
your areas of interest and have the results delivered to
you on a daily basis. Your Tracker News can be delivered
to you via email, RSS feed and CCH Mobile. You can
customize your news tracker delivery options and also
narrow the tracker search to a specific document type
or other editorially-defined criteria within a subject area.
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Interactive Decision Trees — These easy-to-use aids
shorten research time by guiding you through a set of
complex or intertwined tax rules. They help narrow your
focus, avoid irrelevant legal discussions and identify related
issues or special exceptions.
Interactive Examples — Bring tax law to life by applying it
to real-life situations. This valuable feature gathers a client’s
data from the researcher and produces an example showing
how specific regulations should be applied to the client’s
actual situation.
How IntelliConnect Integrates with
ProSystem fx Tax and CCH Axcess Tax
The integration between IntelliConnect and ProSystem fx
Tax and CCH Axcess Tax provides you with immediate,
one-click access to your basic research needs, including
news, tools and practical answers and guidance that will
greatly increase your efficiency and streamline your entire
tax preparation process. In addition, it allows quick and
easy access to your questions while preparing and reviewing
the return.
Smart Charts
Based on the popular CCH multistate quick answer charts,
Smart Charts blend access to answers and authority with the
ability to create multijurisdictional, customizable charts and
matrices, exportable to Microsoft® Word and Microsoft® Excel®
so they can be more easily integrated into your workflow.
EASY WAYS TO REGISTER
Visit CCHGroup.com/TaxWebinar
Call us at 800-739-9998, option 2, then option 1
For more information regarding administrative policies, such as complaint resolution and refunds, please contact Customer Training at 800-739-9998.
Wolters Kluwer, CCH is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through
its website: www.learningmarket.org
Training Webinars
Take advantage of a 2015 IntelliConnect Research Webinar via the convenience of the Internet.
Training webinars offer the ease, comfort and cost-effectiveness of training from the location of your choice and are offered
on dates and times that fit your schedule. You can also earn two hours of CPE credit. CPE credit may be obtained for a fee
of $55 per certificate.
Led by experienced Wolters Kluwer, CCH instructors, our Web-based training allows you to actively participate by asking
questions during the webinar.
These webinars require no special setup. All you need is an Internet connection and a telephone to take advantage of this
convenient solution for staying up to date.
All webinars are two hours in length and are eligible for two CPE credits. Start and end times vary; please refer to the
schedule below for specifics.
For more information on IntelliConnect Research Webinars, please visit our website at
CCHGroup.com/TaxWebinar or call 800-739-9998, option 2, followed by option 1.
Registered attendees will receive a confirmation email at the time their registrations are processed. Webinar access
information and instructions on downloading webinar materials will be sent at least three days prior to the training date.
All webinar times are Eastern Standard Time.
DATE
TIME (EST)
DATE
TIME (EST)
DATE
TIME (EST)
Tuesday, Jan. 6
9–11 a.m.
Thursday, Jan. 15
3–5 p.m.
Tuesday, Jan. 27
1–3 p.m.
Wednesday, Jan. 7
1–3 p.m.
Tuesday, Jan. 20
9–11 a.m.
Thursday, Jan. 29
9–11 a.m.
Tuesday, Jan. 13
1–3 p.m.
Wednesday, Jan. 21
3–5 p.m.
Wednesday, Jan. 14
9–11 a.m.
Thursday, Jan. 22
1–3 p.m.
Also Available: Wolters Kluwer, CCH New User Training
Does your staff need introductory training on IntelliConnect? Register today for the Introduction to IntelliConnect course.
Visit CCHGroup.com/IntelliConnect for a complete schedule of available classes.
EASY WAYS TO REGISTER
Visit CCHGroup.com/TaxWebinar
Call us at 800-739-9998, option 2, then option 1
For more information regarding administrative policies, such as complaint resolution and refunds, please contact Customer Training at 800-739-9998.
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