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Hot topics - Week of November 17, 2024
Release of our Advanced Virtual Agent 2.0
Combined with GenAI, our Advanced Virtual Agent now provides direct descriptive answers to your queries rather than a list of articles. Connect with our Advanced Virtual Agent 2.0 to benefit from a more efficient virtual conversation! New telephone schedule for our teams
Mondays and Tuesdays 8:30 a.m. to 6 p.m. (ET) Looking ahead to 2025, we will transition to providing support exclusively through digital services Monday through Friday. Support experts will continue to review each web ticket and respond in the most appropriate way to resolve the query (which may include phone call-backs or responses in the Support Platform). Web tickets can be submitted via the Support Platform 24/7, as well as by live chats, which are handled live by our support agents from Monday through Friday, from 8:30 a.m. to 6:00 p.m. ET. Note: Cantax, CCH AnswerConnect, AliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are already only supported by web tickets. Support platform: Everything you need to know
Please refer to the videos below to find out how to register for the support platform and make the most of it: This week most consulted articles from our Knowledge Base
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Date: 2023-July-17
Taxprep for Trusts
Release of Taxprep for Trusts 2023 v.3.0
We are pleased to announce the release of Taxprep for Trusts 2023 v.3.0, which is now available for download. Please note that starting with this version, we no longer ship CD-ROMs. Taxprep for Trusts is now only available for download.
This version includes several updates and enhancements. Consult the Release Notes for more information.
To learn more about Taxprep for Trusts and the new features, consult the program's Help as well as the Release Notes and QuickStart Guide available in the Professional Centre (accessible by clicking the Menu button).
Our Support Centres are Going Digital: Emails are Now Our First Priority
As part of our transformation to digital support centres, we are pleased to announce that email inquiries will now be given first priority. This digital shift will allow us to process your requests even faster, and better meet your needs.
From now on, use emails instead of telephone to contact Customer Service and the Support Centre by including your account number and the name of your product in the subject line as well as detailed information in your email (form/line/diagnostic number, print screens, etc.) to get accelerated service!
Activation Key
An activation key is required to install Taxprep for Trusts. Simply enter the applicable key when prompted. To access your activation key, go to https://support.wolterskluwer.ca/en/download/ and log in to the Login section. In the Dashboard page, click the Activation Key(s) button in the Download section. If you have already installed a previous version of Taxprep for Trusts 2023, the activation key will not be required.
Consult our Knowledge Base to quickly find the information you need!
Available from the Support Web Site, our Knowledge Base contains an array of articles answering technical and tax questions most frequently asked to Support Centre agents. All you need to do is enter a few key words and the articles display in order of relevance to provide you with valuable information that will accurately answer your questions.
Training
To consult the different training options available regarding Taxprep (seminars, webinars, tutorials and more), access the Training section of the Wolters Kluwer Web site. You can also access it from the program, by selecting Get Taxprep Training in the Help menu.
For Taxprep training, please contact the Professional Services team at learning@wolterskluwer.com.
Release of Taxprep for Trusts 2023 v.3.0
We are pleased to announce the release of Taxprep for Trusts 2023 v.3.0, which is now available for download. Please note that starting with this version, we no longer ship CD-ROMs. Taxprep for Trusts is now only available for download.
| IMPORTANT! The minimum subscription term for this product is one year. If you have any questions regarding your subscription, please contact Customer Service at cservice@wolterskluwer.com or log on to "My Account" on the Wolters Kluwer Web site.
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This version includes several updates and enhancements. Consult the Release Notes for more information.
To learn more about Taxprep for Trusts and the new features, consult the program's Help as well as the Release Notes and QuickStart Guide available in the Professional Centre (accessible by clicking the Menu button).
Our Support Centres are Going Digital: Emails are Now Our First Priority
As part of our transformation to digital support centres, we are pleased to announce that email inquiries will now be given first priority. This digital shift will allow us to process your requests even faster, and better meet your needs.
From now on, use emails instead of telephone to contact Customer Service and the Support Centre by including your account number and the name of your product in the subject line as well as detailed information in your email (form/line/diagnostic number, print screens, etc.) to get accelerated service!
Activation Key
An activation key is required to install Taxprep for Trusts. Simply enter the applicable key when prompted. To access your activation key, go to https://support.wolterskluwer.ca/en/download/ and log in to the Login section. In the Dashboard page, click the Activation Key(s) button in the Download section. If you have already installed a previous version of Taxprep for Trusts 2023, the activation key will not be required.
Consult our Knowledge Base to quickly find the information you need!
Available from the Support Web Site, our Knowledge Base contains an array of articles answering technical and tax questions most frequently asked to Support Centre agents. All you need to do is enter a few key words and the articles display in order of relevance to provide you with valuable information that will accurately answer your questions.
Training
To consult the different training options available regarding Taxprep (seminars, webinars, tutorials and more), access the Training section of the Wolters Kluwer Web site. You can also access it from the program, by selecting Get Taxprep Training in the Help menu.
For Taxprep training, please contact the Professional Services team at learning@wolterskluwer.com.