Personal Taxprep 2019.4

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.