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Tax Notebook is our online tax organizer through our tax software provider. This feature saves our clients time in completing their organizers. You will be guided through a streamlined tax interview process that is more intuitive and less time consuming than completing the traditional client organizer. You will appreciate the following benefits:

• The convenience of a secure, browser-based tax interview, allowing you to utilize your home computer to save time and effort.
• Provides an organized interview format that ensures important information is not overlooked.
• Ensures you only answer relevant sections of Tax Notebook based on your answers to pertinent questions such as "Did you own real estate?"
• Provides intuitive screens that guide you through the interview process quickly and easily.
• Allows you to clearly track which sections are complete and which still need input, so you can easily monitor your progress.
• Allows you to print a report of your information for your own records.

Worried about security? Don't be. When storing and retrieving your Tax Notebook data, our software provider site uses SSL (Secure Socket Layer) technology to ensure all information remains safe and private. SSL is an established and mature Internet security standard with two dominant features: data encryption and identification of the secured web server.? In addition, the Internet-based systems are protected behind firewalls and all mission critical servers are deployed in a cluster environment with high fault tolerance for fail-over. You are also each issued unique Logon IDs and Passwords that provide you with secure access to your Tax Notebook information. All client information is stored on CCH secured servers.