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IntelliForms™, the most current, comprehensive and easy-to-use solution for interactive forms available to tax professionals today.
IntelliForms is CCH SFS's new interactive forms product. It provides the forms you need,
when and where you need them. Similar to CCH's perform plus III and SFS ZillionForms, IntelliForms is a desk top application that contains tens of thousands of
interactive forms.
The following are just a few of the features of IntelliForms:
- Intuitive and easy to use: IntelliForms is easy to learn and use with its
simple, interface. IntelliForms always opens to the Blank Forms manager
where you may open a blank form, add a new form for a client, print a blank
form, or open the instructions to a form.
- Easy form searching: Use either Filters, Find or both to locate the form
you need in the Blank Forms manager. The search begins to work as soon
as you start typing.
- Tabs for easy organization of forms: IntelliForms provides several different
tabs to organize your forms. The Blank Forms manager lists all the forms
available in your subscription. The Client Forms manager lists all your
saved forms--organized by client. The Profiles manager stores your client
profiles.
- Client organized: IntelliForms organizes your data by client, the same way
you approach your workflow. All client forms for a single year are stored
together and can be accessed easily from the Client Forms tab.
- Real time updates: IntelliForms checks for the newest version of a form
each time you open a form. You never have to worry that you are working
with an out-of-date form.
- Archives: IntelliForms includes interactive versions of forms for 2005 to the
present. Also included as part of your IntelliForms subscription is access to
an online library of forms in PDF format going back to 1998.
- Links to Tax Prep Partner (purchased separately): IntelliForms includes links directly from certain
commonly used Federal forms to explanatory, compliance-focused research
content related to the active field.
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