Remote work solutions provide business continuity

Work—and almost everything else—looks different these days, with COVID-19 related “stay at home” orders and social distancing. Just a few years ago, workers wouldn’t have had access to the systems they needed to do their jobs. But now, thanks to the cloud, remote work solutions are helping firms conduct business as usual under this “new normal.”

With the tax deadline extended to July 15, the time is now to find and implement remote work solutions so that business can continue seamlessly. Business continuity solutions need to address two main categories: remote client collaboration and firm staffing and workflow. Let’s take a look at how cloud-based solutions help firms close the gaps that may exist in these unusual times.

Remote Client Collaboration

Even when you’re not meeting clients face to face, you can ensure that the tax process is working seamlessly and securely with these solutions.

  • CCH™ eSign allows clients to securely sign engagement letters, consent forms, and Form 8879.
  • Share files with clients using secure, two-way portals fully integrated with CCH Axcess™ Tax and CCH® ProSystem fx® Tax. Both have long-term storage, two-factor authentication, drag and drop uploads, and email notifications.
  • For one-off file sharing with clients and third parties, the Share Safe feature built into CCH Axcess Document stores documents for just 30 days.
  • End-to-end 1040 tax return with CCH Axcess Client Collaboration covers every step from engagement letters to return delivery.

Firm Staffing and Workflow

Unexpected staffing shortfalls due to the coronavirus could mean that staff who might already be struggling with working from home are seeing their workloads increase. However, there are a few ways cloud-enabled solutions can help:

  • Automate data entry. Use CCH ProSystem fx Scan with AutoFlow to scan source documents and export data to the tax return. The result? Returns might be as much as 70% complete before a preparer even looks at them!
  • Mobile apps help staff members easily capture time spent on projects or client returns from anywhere.
  • If you find your firm shorthanded, CCH ProSystem fx Outsource offers highly skilled on-shore and off-shore outsourced resources for tax preparation.
  • Time to ditch the paper-heavy processes. Cloud solutions like CCH Axcess Workstream and CCH Axcess Document help manage tax workflow and related documents.

For more tips to ensure your business can move forward, even in these uncertain times, watch the “Business Continuity Tools for CCH Axcess Tax and CCH ProSystem fx Tax” webinar.


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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