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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.
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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. |
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Login ID (Email address) : |
Indicate the user's e-mail address to access CCH Portal. |
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Password: |
Indicate the password authenticating the access to CCH Portal via the plug-in. |
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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. |