We use cookies on this site to provide you with an informative and engaging experience and also to help us to continually improve our site for you. Without allowing cookies certain features of the site will not be available. To learn more about how we use cookies, please view our cookie policy. By clicking on ‘APPROVE’, you consent to our use of cookies on this device in accordance with our policy.

  1. Home
  2. Integrated Products Setup

Integrated Products Setup

We're excited that you have chosen Wolters Kluwer's integrated products for the 2016 tax season. We've developed this online tool to help simplify the software installation process and to answer questions that you may have.

Client Accounting Suite Setup

Client Accounting Suite handles tasks from the simplest to the most complex. The intuitive user interface incorporates powerful capabilities that combine general ledger, Live Payroll, accounts payable, accounts receivable, and financial statement reporting functions.

To install the software, click one of the links below to login in and download:

Once the download is complete, open the software. Enter the Activation Code you received on the Fulfillment Confirmation Slip included in your product shipment.

Click on the desktop icon for the module you want to open or click Start, All Programs, and then select CCH Small Firm Services – Client Accounting Suite to select a module.

When prompted to enter the Employee Code, enter demo. No password is required. You may create new employee codes and passwords for your employees. You'll find instructions in the program help or user guide, both available from the Help menu.

The New Client Assistant is designed to walk you step-by-step through setting up your clients in Client Accounting Suite. There are two ways to access this helpful tool:

  1. From the Open Client dialog box, select New Client Assistant from the bottom of the window, or
  2. From within an existing client, select New Client Assistant from the File menu.

Detailed instructions on how to use the program are outlined in the User Guide in the program's Help menu.


Close Window

Client Accounting Suite Premier Setup

Client Accounting Suite Premier handles tasks from the simplest to the most complex. The intuitive user interface incorporates powerful capabilities that combine general ledger, Live Payroll, accounts payable, accounts receivable, and financial statement reporting functions. Client Accounting Suite Premier's also integrates with CCH® ProSystem fx® Practice Management and CCH® ProSystem fx® Tax.

To install the software, insert the CD into the drive. If the CD does not start automatically, browse to Computer, double-click the drive where the CD is located and double-click the AUTORUN application. On the installation screen, click Install Client Accounting Suite.

Ensure you have the Activation Code you received on the Fulfillment Confirmation Slip included in your product shipment. You will need this code to install the program.

Once installed, click on the desktop icon for the module you want to open or click Start, All Programs, and then select CCH Small Firm Services – Client Accounting Suite Premier to select a module.

When prompted to enter the Employee Code, enter demo. No password is required. You may create new employee codes and passwords for your employees. You'll find instructions in the program help or user guide, both available from the Help menu.

The New Client Assistant is designed to walk you step-by-step through setting up your clients in Client Accounting Suite Premier. There are two ways to access this helpful tool:

  1. From the Open Client dialog box, select New Client Assistant from the bottom of the window, or
  2. From within an existing client, select New Client Assistant from the File menu.

Detailed instructions on how to use the program are outlined in the User Guide in the program's Help menu.


Close Window

PaperlessPLUS Setup

PaperlessPLUS lets you save time and money by electronically storing all of your firm's documents. With PaperlessPLUS, you can rapidly store tax returns from ATX or TaxWise along with emails, letters, reports, PDFs, images, photos, and any scanned document.

To install the software, click one of the links below to login in and download:

If your User Account Control is on, the User Account Control dialog is displayed. Click Next to continue.

Indicate whether you accept the terms of the License Agreement by selecting the appropriate radio button. Click Next to continue.

By default, PaperlessPLUS is installed to C:\Program Files\CCH Small Firm Services\PaperlessPLUS\. This path may be changed by clicking Change... and browsing to the desired location. If this is a network install, select the Check for network install checkbox. Click Next to continue.

Select the preferred CCH SFS tax application. Click Next to continue.

Click Install to continue.

Click Finish to complete the install process.

Once the download is complete, open the software. Enter the Activation Code you received on the Fulfillment Confirmation Slip included in your product shipment. (For TaxWise users, enter your EFIN.)

Click Register.


Close Window

CCH® IntelliConnect® Registration

All tax packages include some CCH® Research content, which you will access through CCH IntelliConnect®. If you are a new user of IntelliConnect, the information below will help you register your account and get you up-and-running in no time.

New User
Quickly register here to begin using CCH IntelliConnect today. Be sure to utilize the resources below to ensure you are getting the most out of your CCH Research content.

Returning User
If you are an existing CCH IntelliConnect user and don't know your login information, you can request a new registration email to be sent to you here.


Close Window