Three Solutions Already Making a Mark Ahead of #CCHUC18

One of the most exciting aspects of an event like CCH Connections: User Conference 2018 is the opportunity to get an up-close, sneak-peek at brand-new software solutions from Wolters Kluwer Tax & Accounting. #CCHUC18, of course, will be no exception (a hint: you might have the feeling that you’re looking into a crystal ball).

With #CCHUC18 kicking off soon, it’s the perfect time to touch base with other recent solutions making a mark:

Engagement Organizer

“CCH ProSystem fx Engagement is the Cadillac of the audit software market, in my viewpoint,” says Jeff Chandler, CPA of Borland Benefield, P.C. The firm draws a direct line to Wolters Kluwer software solutions and becoming a more efficient, fully paperless office. Engagement Organizer—available later this year for CCH ProSystem fx Engagement and CCH® Client Axcess Portal—streamlines working with client information.

Engagement Organizer already is revolutionizing how firms like Krueger & Associates, P.A. gather and manage client information, says Kevin Krueger, CPA:

CCH Axcess™ Financial Prep

Earlier this summer at the 2018 AICPA Engage conference, Wolters Kluwer Tax & Accounting unveiled CCH Axcess Financial Prep, “the first integrated cloud-based offering for preparing tax balances for business tax returns,” writes CPA Practice Advisor. “[U]sers upload client trial balance data… and the solution automatically groups the accounts and assigns the tax codes respectively. Users can then make adjustments and send balances to the business tax return in CCH Axcess Tax.”

Similar to Engagement Organizer, CCH Axcess Financial Prep has won fans among its early adopters. “CCH Axcess Financial Prep is so easy, efficient and user friendly,” says Christina Stewart, senior accountant for Fuller, Witcher & Company, P.A. “It is amazing how it automatically assigns groups and easily creates journal entries.”

CCH Axcess™ Data Insights

Also debuting at AICPA Engage was CCH Axcess Data Insights, a new module within the CCH Axcess solutions suite that visually emphasizes data for stronger strategic decision-making. Specifically, CCH Axcess Data Insights users can track key firm-performance indicators with easy-to-understand dashboards.

“Visual dashboards represent technology for the real-world. With data visualization, trends are easy to identify,” says Jason Marx, CEO of Wolters Kluwer Tax & Accounting, North America. “Static reports show a picture of the past. Visual dashboards provide insights for future action.”


CCH Connections: User Conference 2018 opens October 21 at the Fontainebleau® Miami Beach and runs through October 24. For more information about tax and accounting solutions from Wolters Kluwer, visit


Caroline O'Reilly

Content Marketing Manager

All stories by: Caroline O'Reilly