Integrated Products Setup

We're excited that you have chosen Wolters Kluwer's integrated products for this tax season. We've developed this online tool to help simplify the software installation process and to answer questions that you may have.

Client Accounting Suite handles tasks from the simplest to the most complex. The intuitive user interface incorporates powerful capabilities that combine general ledger, Live Payroll, accounts payable, accounts receivable, and financial statement reporting functions.

To install the software, click one of the links below to login in and download:

Once the download is complete, open the software. Enter the Activation Code you received on the Order Confirmation email.

Click on the desktop icon for the module you want to open or click Start, All Programs, and then select CCH Small Firm Services – Client Accounting Suite to select a module.

When prompted to enter the Employee Code, enter demo. No password is required. You may create new employee codes and passwords for your employees. You'll find instructions in the program help or user guide, both available from the Help menu.

The New Client Assistant is designed to walk you step-by-step through setting up your clients in Client Accounting Suite. There are two ways to access this helpful tool:

  1. From the Open Client dialog box, select New Client Assistant from the bottom of the window, or
  2. From within an existing client, select New Client Assistant from the File menu

Detailed instructions on how to use the program are outlined in the User Guide in the program's Help menu.

All tax packages include some Wolters Kluwer research content. If you selected CCH AnswerConnect, the information below will help you register your account and get you up and running in no time.

New User
Quickly register here to begin using CCH AnswerConnect today. Be sure to utilize the resources below to ensure you are getting the most out of your Wolters Kluwer research content.

Returning User
If you are an existing CCH AnswerConnect user and have forgotten your login information, go to AnswerConnect and click Forgot Password? Your username is your email address.

2 Step Verification
CCH iFirm now includes 2-Step Verification when you login. This security process leverages two authentication factors to increase assurance that the individual attempting to access vital data is who they declare to be.

Learn more about 2-step verification

If you recently purchased CCH® iFirm Client Portal and/or Practice Manager, you will receive a Welcome E-mail with steps on how to login to your site. You'll also be registered for a training webinar for you and your staff and will receive the recording afterward. Here are a couple more resources to get you started with CCH iFirm:

Staples Advantage
Register for Staples Advantage and order office supplies at discounted prices.

Register Today

Software-Compatible Paper Supplies from Nelco
Order envelopes, tax return folders and other paper products that coordinate with TaxWise.

Order Today

CCH® AnswerConnect

Take advantage of over 100 years of tax and accounting knowledge directly at your fingertips. Learn how your business can benefit from tax prep workflow.

Learn More

CPE Link

CPE Link, the leading provider of online CPE training programs, offers a robust web-based CPE curriculum featuring over 300 webinars and 400 self-study courses. Check out our subscription options and top selling courses here or call your account manager for additional details.

Learn More

Get Your Credentials

Up your tax professional game by earning your professional credentials. Surgent offers proven exam preparation that simulates the exam format and customizes course content allowing you to target areas that need the most focus.

Learn More

Tax Handbooks

As a trusted leader in tax research, our books and publications deliver comprehensive coverage and authoritative reports on tax legislation.

Learn More
  • Solution Center
  • Access from the Solution Center
  • Support Phone: 866-641-9473 (Pay-Per-Return customers, call 770-857-5601)

Frequently Asked Questions

What is the format of training?
The training format depends on the type of event for which you register. We offer several types of events, including webinars, online self-study, and seminars. For additional information on each type of program, see this Knowledgebase article..