cch_10452381

November 3, 2011

CCH, a Wolters Kluwer business — IntelliConnect

888-224-7377 CCHGroup.com   2011 Overall Rating 5 BEST FIT Tax, accounting and legal professionals who need a wide range of research options. STRENGTHS New categorized view groups data in easy-to-use chunks Up to 8 simultaneous searches on one screen Multiple ways of getting the same answer POTENTIAL LIMITATIONS Integration only achieved with solutions in the... Read more »

Steven M. Phelan

888-224-7377

CCHGroup.com

 

2011 Overall Rating 5


BEST FIT

Tax, accounting and legal professionals who need a wide range of research options.

STRENGTHS

  • New categorized view groups data in easy-to-use chunks
  • Up to 8 simultaneous searches on one screen
  • Multiple ways of getting the same answer

POTENTIAL LIMITATIONS

  • Integration only achieved with solutions in the ProSystem fx Suite of products

Summary & Pricing

IntelliConnect stands out among its competitors in both design and implementation and offers a broad range of research tools. CCH strives to provide tax, accounting and legal professionals with fast answers and results, as well as maintaining a wide range of content. CCH is continually improving its research platform and relies heavily on customer feedback. This feedback has led to many of the adjustments and enhancements recently made to the product. IntelliConnect is designed for use by firms of all sizes and may be scaled accordingly. Pricing is largely dependent on content subscriptions and starts at $200, which includes the U.S. Master Tax Guide and a variety of custom newsletters. Additional users and content may be added and are price indexed accordingly.

 

Basic System Functions 5

Content 5

Customization 5

Integration/Import/Export 5

Help & Support 5

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Steven M. Phelan

CPA

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.

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