Leveraging your client data for increased efficiency and productivity

The time demands placed on tax and accounting professionals can be overwhelming at times. When a regulatory change occurs, manually searching through client data is too time-consuming. Additionally, the diverse needs of your clients may pose unique opportunities related to specific legislative changes. And with these changes happening on a regular basis, it is a full-time job just to tread water.  

However, an inefficient workflow for triaging new tax events may also mean lost revenue. When firms miss these critical revenue opportunities, growth stagnates. Lower productivity and slower revenue growth can spell disaster for firms in a competitive marketplace. CCH Axcess iQ solves problems like these. 

CCH Axcess iQ combines the power of next-generation technology and the years of insight provided by Wolters Kluwer tax editors. As a result, it helps firms find new opportunities for higher-level services and leverage them for additional revenue. When new tax legislation occurs, iQ queries your CCH Axcess Tax data for clients who might be impacted. This saves you the time of combing through tax returns and stops you from wondering who slipped through the cracks. 

Efficiency gains and premier client service

With the time saved by not having to sort through thousands of tax returns, you are freed up to provide services to your clients that they may not get anywhere else. In fact, CCH Axcess iQ gets you the client data that drives new opportunities and educates you and your colleagues on what those events mean. 

CCH Axcess iQ was recently updated with the following events. Each title combines the expertise of Wolters Kluwer Tax and Accounting research and software innovation, providing you insightful content as well as meaningful data that you can take action on immediately. 

  • 2019 Taxpayer Planning: U.S. Citizens and Resident Aliens Abroad 
  • Low-Income Housing Credit Relief for CA Wildfire Victims 
  • 2019 Taxpayer Planning: Bona Fide Residence or Physical Presence Test 
  • Expansion of Beneficiaries of an ESBT to Include Nonresident Aliens 

Armed with deep understanding of these critical tax law changes and the knowledge of which clients are affected, you are ready to make short work of a once long and arduous process. 

Learn more about finding revenue-generating opportunities in your client data. Contact a Solutions Consultant or register for a demonstration today.

AUTHOR

Jonny Rector

Senior Technology Product Manager

All stories by: Jonny Rector