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


Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Wolters Kluwer Tax and Accounting is part of Wolters Kluwer N.V. (AEX: WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) 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).

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