Wolters Kluwer Tax & Accounting has announced that it is extending the benefits of its award-winning CCH Axcess cloud-based tax preparation, compliance, and workflow management platform to smaller accounting firms with the introduction of CCH Axcess With Quick Start. Offering self‑service setup and self‑paced training, it allows smaller firms to get started quickly at their own convenience and pace.
Built specifically for firms that employ up to four tax and accounting professionals, this expert solution transforms how small accounting firms operate. It combines the proven cloud-based tax preparation capabilities of CCH Axcess Tax with the secure CCH Axcess Portal, an electronic document storage solution that provides file exchange capabilities to enable better team and client collaboration, increased productivity, and enhanced security.
“Now, smaller firms can modernize operations and enhance client services using the robust CCH Axcess cloud-based platform,” said Jim McGinnis, EVP and General Manager, US Professional Market, Wolters Kluwer Tax and Accounting North America. “We’ve eliminated a lengthy implementation process making it easy to get started by just creating a login on the quick start page. You are up and running and enjoying the benefits of CCH Axcess Tax in just a matter of minutes.”
- Accuracy & ease-of-use. Built-in diagnostics with alerts notify users about incomplete returns or tasks, highlight changes requiring review, and identify conflicts to be resolved. A user-friendly interface and customizable client correspondence templates can be saved and reused to simplify adoption and onboarding
- Staff and client collaboration. Collaboration features help drive productivity and customer satisfaction. An integrated dashboard eliminates wait time by immediately notifying staff when a return needs attention. Clients experience unmatched convenience with instant access to their financial statements, source documents, tax returns, and more
- Enhanced security. Data is protected and stored in a data center with hardware and Web Application Firewalls, secure network architecture, and intrusion protection. Advanced data encryption techniques are used to secure client files uploaded to CCH Axcess™ Portal
- Centralized firm management. Information is stored in the cloud and presented via easy-to-understand dashboards to help reduce overhead and increase efficiency. A single integrated database keeps all information accurate, complete, and consistent, saving staff time on data entry and reducing errors with data entered once and automatically populated throughout the system. Staff have the convenience of accessing client data from anywhere at any time