Business Services Industry
CCH, A Wolters Kluwer Business--CCH ViewPlan Advanced.(ESTATE PLANNING)
CPA Technology Advisor, The, June, 2006
800-449-8114 tax.cchgroup.com
CCH ViewPlan Advanced is a comprehensive, capable estate planning engine that puts many tools and presentation features at your fingertips. The latest version (4.7) introduces a number of new enhancements, including the Charitable Gift Annuity Advanced Transfer Calculator, American Council on Gift Annuities (ACGA) rates, support for the HotDocs answer file (*.ANS) format, and the ability to export to *.PDF and *.RTF file formats.
COMPREHENSIVENESS, RELIABILITY & EASE OF USE
The main window has a vertical navigation toolbar docked at the left side of the screen with icons for Clients, Estate Details, Plans, Comparisons and Presentations. Clicking on any of the icons leads to detailed data-entry screens for each...
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