Texas CPA Firm Selects Wolters Kluwer’s Leading-Edge Solutions
(RIVERWOODS, IL, February 16, 2015) – Pattillo, Brown & Hill, L.L.P (PB&H), one of the oldest and most respected accounting firms in the Southwest, announced today its selection of several Wolters Kluwer Tax & Accounting (TAA) US best-in-class tax, accounting and audit solutions to complement its existing workflow processes, enhancing all of the services they provide to their clients.
The decision to license and implement CCH Axcess™ Document, CCH Axcess™ Portal, CCH® ProSystem fx® Knowledge Coachand CCH® Accounting Research Manager®(ARM) was based on the firm’s desire to address common needs across every area of the firm — including standardization, streamlined processes, security, ease of use, collaboration and efficiency —– as well as the unique needs of each individual service line to help PB&H achieve its long-term goals for their clients.
“We’re thrilled to expand our long-standing relationship with Pattillo, Brown & Hill, L.L.P. and believe their enterprise-wise approach to enhancing the services they provide will maximize the benefits for clients and staff,” said Renee Davis-Malott, Vice President of Sales for Global and National Accounts, Wolters Kluwer Tax & Accounting US. “The firm’s decision to invest in a suite of Wolters Kluwer Tax & Accounting products that integrate with their existing Wolters Kluwer products will help them streamline workflow and management processes while maximizing efficiency and productivity.”
The Power of CCH Axcess
CCH Axcess offers firms integration, security, confidence and speed. The CCH Axcess Document module provides PB&H with a feature-rich document management solution that electronically organizes and stores client files, creating a comprehensive digital work environment that makes it easier for staff to collaborate on client engagements. The CCH Axcess Portal module provides a secure online digital storage center where clients have 24/7 access to their financial documents and tax returns and gives them the ability to exchange information easily with PB&H’s staff in real-time, at any time.
“CCH Axcess Document and CCH Axcess Portal provide solutions for all of our Partners’ requests. These innovative products address our need for managing electronic documents, security and sharing documents with clients, while integrating with our firm’s existing Wolters Kluwer products,” said Jennifer Manning, Partner, Tax and Accounting and Business Consulting, Pattillo, Brown & Hill, L.L.P.
Premier Audit Solutions
CCH ProSystem fx Knowledge Coach and CCH Accounting Research Manager are comprehensive solutions to help professionals drive audits to higher levels of proficiency while maximizing efficiency and productivity. CCH ProSystem fx Knowledge Coach is an award-winning and peer-reviewed solution that is an audit planning tool, workpaper generator, workflow management application and risk monitor all rolled into one. This powerful tool helps auditors move quickly through the planning process, advises them when more documentation is needed, alerts them when something may have been missed, and manages review and sign-off procedures.
With convenient integration to CCH ProSystem fx® Engagement, CCH ProSystem fx Knowledge Coach provides a superior audit management solution that’s supported by the Knowledge-Based Audit (KBA) methodology — ideal for streamlining the investigative work of auditing and for boosting productivity, compared to older checklist-based solutions.
CCH Accounting Research Manager (ARM) users benefit from premier research content, information and analysis in one place. ARM provides information and answers on accounting and audit research topics, including summaries and commentaries to help guide research, with links to related standards, interpretations, news and other information.
“Our firm is excited about expanding its relationship with Wolters Kluwer,” said Paula Lowe, Partner, Governmental Audit, Pattillo, Brown & Hill, L.L.P. “CCH ProSystem fx Knowledge Coach is the best solution for streamlining PB&H’s audit process and increasing efficiencies within our firm.”
More information about the award-winning products chosen by Pattillo, Brown & Hill, L.L.P. can be found at CCHGroup.com or by having a Wolters Kluwer representative contact you directly.
About Pattillo, Brown & Hill, L.L.P.
Established in 1923, PB&H has over 120 professionals and offices located in Waco, Temple, Hillsboro, Houston and Rio Grande Valley, Texas and Albuquerque, New Mexico. PB&H is one of the oldest and most respected public accounting firms in the Southwest and was awarded the “Chairman Cornerstone Firm Citation” by the Texas Society of CPAs. PB&H has received national recognition from the American Institute of Certified Public Accountants (AICPA) as an official member of the esteemed G400 group, as well as being identified as one of the 500 largest firms in the United States, out of 44,000 in the nation.
PB&H is committed to quality professional accounting and consulting services. These services include taxation, accounting and business consulting, audit and assurance, business valuations, information technology examinations, third party benefit administrator and benefits consulting. PB&H’s client base extends from sole proprietors to Inc. Magazine’s Top 500 Fastest Growing Private Companies. Industries served include financial institutions, governmental entities, manufacturing and construction organizations, auto dealerships, medical practices, employee benefit plans and not-for-profit organizations. Learn more about PB&H at www.pbhcpa.com.
About Wolters Kluwer Tax & Accounting
Wolters Kluwer Tax & Accounting US is a leading provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The CCH® ProSystem fx® Suite, CCH Axcess™, CCH® IntelliConnect®, CCH® IntelliConnect Direct, CCH® Accounting Research Manager® and the U.S. Master Tax Guide®. Wolters Kluwer Tax & Accounting US is based in Riverwoods, IL. Follow us on Twitter @CCHMediaHelp.
Wolters Kluwer Tax & Accounting US is part of Wolters Kluwer (www.wolterskluwer.com), a market-leading global information services company. Wolters Kluwer had 2013 annual revenues of €3.6 billion ($4.7 billion), employs approximately 19,000 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are listed on NYSE Euronext Amsterdam (WKL), on Bloomberg (WKL NA) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).