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CAS

Wolters Kluwer to Launch New CCH Axcess Advisor System

Technology December 15, 2025 

Wolters Kluwer to Launch New CCH Axcess Advisor System

Early access begins this week for an exclusive group of firms through the Early Adopter Program, with full availability planned to follow the 2025 tax season.

Featured Articles

December 12, 2025  

Intuit QuickBooks Desktop Pricing and Open AI Relationship – The Accounting Technology Lab Podcast – Dec. 2025

December 12, 2025  

What Is CAS (Client Advisory Services)? – The Accounting Technology Lab Podcast – Oct. 2025

December 8, 2025  

Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy

November 25, 2025  

THIS WEEK: Free Online CPE and IRS CE Conference Dec. 10-11

November 21, 2025  

Sax Adds SCL Consulting in Maryland
 PwC appoints new leader for U.S. Advisory Services

July 29, 2013 

PwC appoints new leader for U.S. Advisory Services

Everson succeeds former U.S. Advisory Leader Dana Mcilwain, who is now PwC US Services Leader

Isaac M. O'Bannon

 New York CPA and Advisory Firm Streamlines Tax Processes and Workflow

July 25, 2013 

New York CPA and Advisory Firm Streamlines Tax Processes and Workflow

Berdon, LLP recently announced changes to its workflow management systems in efforts to streamline its tax processes and scheduling.

Taija Sparkman

 4 Tips for a Successful Client Newsletter by: Kristy Short, Ed.D.

Technology April 29, 2013 

4 Tips for a Successful Client Newsletter by: Kristy Short, Ed.D.

A client newsletter is one of the most effective ways to ‘speak’ to your clients. A newsletter not only provides a regularly scheduled touch (or contact), which makes your clients feel connected to you, it also builds loyalty and drives sales.

Kristy Short, Ed.D.

 2013 Innovation Awards Nominee: ProSystem fx Client Intelligence

April 8, 2013 

2013 Innovation Awards Nominee: ProSystem fx Client Intelligence

ProSystem fx Client Intelligence nominated for 2013 Innovation Awards.

dscn1833_10785786

October 29, 2012 

Partnering for Success: How a Property Manager Saved Time and Money

What does a property management company do when the technology they use to manage their property is causing them more headaches than it’s relieving? This is what Lynn Charles faced in 2008 as the general manager of 160-unit apartment property in Northeast Philadelphia.

Isaac M. O'Bannon

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