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Firm Management

New Features and Enhancements Coming for CCH Axcess Practice

Utilizing HTML5 to support easier billing and accounts receivable functionality, CCH Axcess Practice provides immediate access to updated client information that is critical for running firms of all sizes.

Oct. 27, 2015

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Wolters Kluwer, Tax & Accounting US today has added new enhancements and features for the upcoming release of CCH Axcess Practice, which is the practice management module supporting CCH Axcess — the accounting industry’s only cloud-based, modular tax workflow solution suite operating from a single, core database. Utilizing HTML5 to support easier billing and accounts receivable functionality, CCH Axcess Practice provides immediate access to updated client information that is critical for running firms of all sizes.

“Focusing on high-value tasks while minimizing time spent on administrative and non-billable items is essential for boosting efficiency and profitability for all firms,” said Heffy Provost, Vice President of Product Operations for Wolters Kluwer, Tax & Accounting US, CCH Software. “Through detailed meetings and test sessions with our customers, the new CCH Axcess Practice really cuts through the clutter in simplifying and speeding up key firm management processes.”

User-Friendly Practice Management Solution

Other specific features included within the new CCH Axcess Practice version include:

  • Improved Invoice Editing — Ability to create invoices and change bottom-line billing decisions without missing any previous invoice edits
  • Enhanced Billing Workflow — Iterative customer validation that enables an end-to-end billing workflow to meet the needs of staff who bill from paper and/or utilize on-screen review.
  • Future Mobile Readiness — Improved scalability and performance that enables clients and staff to securely access information via mobile devices anywhere and anytime through:

o    CCH Client Axcess app — free for firm clients (Android, Apple)

o    CCH Axcess app for firm staff (Android, Apple)

For more details on all the innovative features CCH Axcess Practice provides professionals, please click on this online brochure web link or easily request a free demonstration.