business and finance

CCH Portal Webinar

CCH Portal



The CCH Portal's bi-directional file exchange capabilities make it easy for you to securely deliver and receive client documents, facilitating collaboration and supporting the upload of even the largest files. In this webinar, we will show you how CCH Portal can help you and your clients to:

  • Access vital documents immediately from any location with internet access via a secure, private repository.
  • Organize documents electronically in cabinets and folders that mirror the way you store paper documents.
  • Easily upload documents of all sizes without relying on an FTP server.
  • Designate files as read-only or read/write for easier access and greater security.
  • Check out documents to prevent other users from editing them while they are being updated.
  • Maintain previous file versions in the document history.
  • Search, filter, and display documents by file type, title, creator, keyword and more.

Register now for this FREE webinar and discover how CCH Portal can help you protect your clients' privacy and gain a competitive edge by delivering a new level of client service.

Available Sessions for this Seminar:

December 11, 2014 2:00 PM - 2:30 PM EST
December 17, 2014 2:00 PM - 2:30 PM EST
January 07, 2015 2:30 PM - 2:45 PM EST
January 14, 2015 2:30 PM - 2:45 PM EST
January 21, 2015 2:30 PM - 2:45 PM EST
January 28, 2015 2:30 PM - 2:45 PM EST




business and finance

Cantax T1 for New Users with EFILE Webinar 2014

In this 90-minute webinar, we will show you how to get around in the software and what functions are available to make you more productive. Includes an in depth look at Family Coupling, File attachments and the Pathfinder, what they are and how to use them to improve your productivity. This session is intended for those who are new to the Cantax software and those who would like a refresher of all the menu items and their function.

Available Sessions for this Seminar:

December 17, 2014 1:30 PM - 3:00 PM EST
January 16, 2015 1:30 PM - 3:00 PM EST
January 23, 2015 1:30 PM - 3:00 PM EST
January 28, 2015 1:30 PM - 3:00 PM EST




business and finance

Cantax Productivity Seminars - Fall 2014

Experience the productivity-boosting power of this full-day seminar! These interactive, information-packed sessions are an excellent opportunity for both new and experienced Cantax users to brush up on their "Cantax know-how" and get valuable information they need to prepare T1 personal and T2 corporate returns efficiently.

Available Sessions for this Seminar:

December 10, 2014 9:00 AM - 4:00 PM EST
December 11, 2014 9:00 AM - 4:00 PM EST





business and finance

2014 Personal Tax Update – The Year in Review

The 2014 T1 season is almost upon us, so it's time for tax return preparers to get updated again on all the current issues that may impact their clients' tax returns. This webinar will get you in position to prepare your clients' 2014 personal tax returns, and will review some of the more commonly experienced issues faced by tax preparers.

Join Erin Swint, a tax partner with Squire and Company, for a thorough overview of the key changes from the past year that will impact personal tax return filing including the 2013 Federal Budget, CRA announcements and relevant court cases. Erin will also discuss some other tax matters that are integral to personal taxation as well as administrative issues related to filing returns.

Available Sessions for this Seminar:

January 20, 2015 12:00 PM - 2:00 PM EST




business and finance

Meet Celia Kener, the woman who survived the Holocaust

Celia Kener told her story to Jake Nevins, the New York Times Magazine's editorial fellow




business and finance

Livret de référence des services financiers 2011-2012

Parfait pour les rencontres de clients!

Ce livret utile et des plus populaires offre aux conseillers financiers l'information dont ils ont besoin sur les composantes fiscales et financières de plusieurs situations de vie.

Ce livret renferme des détails et de l'information sur les sujets suivants :

  • Planification de la retraite
  • Planification successorale
  • Faits saillants des budgets
  • Indice des prix à la consommation
  • Impôt sur le revenu des particuliers
  • Pensions et prestations
  • Assurance
  • Programmes gouvernementaux

Tout ça présenté dans un ouvrage en format poche très pratique.

Disponible en français et en anglais.

Payez seulement 14,90 $ par livret et profitez de rabais alléchants si vous commandez des quantités plus importantes, incluant les commandes combinées d'exemplaires français et anglais.

Communiquez avec nous dès aujourd'hui par téléphone ou par courriel pour obtenir de plus amples renseignements sur les commandes personnalisées ou les offres groupées.

1-800-268-4522 ou fp_updates@cch.ca

Ajoutez simplement votre logo ou personnalisez entièrement votre page couverture.

Les commandes de livrets personnalisés doivent être reçues avant le 16 septembre 2011.

 

 

If you would like more details about this product, or would like to order a copy online, please click here.




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