Personal Taxprep 2018.2

Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program.

CCH Accountants' Suite - CCH Portal

This panel groups the CCH Portal integration options and its different functions.

Options

Enable integration with CCH Portal

Enable the use of the CCH Portal functionality.

Note: If the CCH Portal plug-in is not installed, the installation will be performed at the time of the first publication.

Login ID (Email address) :

Indicate the user's e-mail address to access CCH Portal.

Password:

Indicate the password authenticating the access to CCH Portal via the plug-in.

Delete the file(s) after publishing them to CCH Portal

Permit the deletion of documents after their publication the portal.

Note: If the file is open, it cannot be deleted.