Interview Form List Titles
I am looking for a list of what forms are pulled up when you click on the form number from the interview list. Example, Form #1 is Basic Taxpayer & Dependent Data. Where can I find this? The only...
View ArticleIs Pro FX Slow on Your Network?
Hi All, I'm a newb to ProFx. Our office has been using the software for many years. However, in the past two years, we have noticed a frustrating lag time to open and use the software. Has anyone else...
View ArticleGetting "Failed All Validation for the GeoBlock lookup”. error
Hello, We are using STO Toolkit VM to develop the CCH Integration in my application. However I am getting below error while calling below method. Error Code : 5002Error Info : “Failed All Validation...
View ArticleDetermination of Complex vs. Non-complex audit of an employee benefit plan
We just started using Knowledge Coach and Engagement and we are setting up a binder for a 401K Plan Audit. While I know that there is no authoritative guidance on this issue, our plan is physically...
View ArticleRe: Determination of Complex vs. Non-complex audit of an employee benefit plan
Hi Lori: I moved this discussion to our Knowledge Coach Community, and hopefully some of our customers will share some of their feedback and experiences. I'll also bring this up in our forum next week!
View ArticleCCH Footnote
Has anyone tried CCH footnote? Is it a good tool to have? Would you recommend using it?
View ArticleHow to make real-time marketing work for you
With social media outlets like Instagram, Facebook, and Twitter literally at your fingertips, every marketer’s dream can finally come true. Instead of creating an advertising campaign, getting it...
View ArticleCars to Buy Before They Are Gone
With each new year comes a new collection of beautiful vehicles from all the top car brands, ultimately driving up sales at auto retailers as well as car insurance agencies. Consumers cannot wait to...
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