The Info Center feature allows you to leverage up-to-date content created by Wolters Kluwer. You can choose to provide your clients with information about upcoming tax and firm events, federal tax forms and IRS publications, and the client tax organizer.
You can also select to add premium content to your website for an additional charge. Some of the resources available include the Financial Planning and Business Owners Toolkits, the CCH Tax Guide, and the Client Life-Cycle Reading Rack. See Ordering Premium Content for more information on adding premium content to your website.
You can access the pages for configuring Info Center content by clicking Info Center in the menu at the top of your screen. A list of content that can be added to your site displays. Content that you have already added to your website displays a check mark next to the content type.
Click the following links to view information about each type of content that you can add to your website.
Events Calendar - Tax Events. Adding a tax events calendar to your site can help clients track upcoming deadlines for individual, business, and state filings. You can customize the calendar to display events for a specific state. Tax events for two entities, federal and your state, are selected by default. To include additional tax entities, select the check box next to your selections.
Events Calendar - Firm Events. Use the firm events calendar to inform clients about events specific to your firm, or about changes to normal business hours. You can add events such as business hour changes, seminars, or holidays.
Client Tax Organizer. You can use the client tax organizer to gather information about new or prospective clients. They clients enter their information into the organizer on the screen. Then, they can email, fax, or mail the completed organizer to your firm.
IRS Forms & Publications. Providing this searchable library of IRS forms and publications can help clients find the documents they need. Select whether to link to PDFs of IRS forms and publications on your website.
The following features are not accessible with all subscription types. Contact your Wolters Kluwer sales representative if you would like to add these items to your subscription:
You can add premium content to your website for an additional charge. Offering premium content and tools free to your clients can help you compete with large financial services institutions. Your clients can use the premium content to plan for their financial future. On the Info Center page, click Info next to any of the premium content titles to read more about the premium content. See Ordering Premium Content for information on adding premium content to your site.
The following premium content items are available:
Financial Planning Toolkit. This package of more than 1,500 financial planning documents guides clients through personal financial decisions appropriate to their stage in life.
Business Owner's Toolkit. You can give your clients access to more than 4,600 documents and tools for managing their businesses. The package includes sample business documents, spreadsheet templates, checklists, and government forms, among other items.
CCH Tax Guide. Your clients can search more than 500 pages of easy-to-understand information on tax issues when you add this guide to your site. The guide also includes:
Explanations on virtually any tax issue they are likely to encounter
Tax tools
Forms and tables
Highlights of current year law changes
Tax term glossary
Client Life-Cycle Reading Rack. This package provides Wolters Kluwer-written guides about events in the typical lifecycle for individuals and businesses. The guides can help your clients understand the basics of tax law for specific situations. Information in the reading rack includes:
Key tax principles
Examples that illustrate complex tax rules
Practice tips to save time, money, and litigation worries
Cautions that warn of hidden dangers in the tax laws
next to the content type.
