Use Outsourcing to Automate your Workflow

Jody Padar, the Radical CPA, has leveraged technology in her firm to successfully compete against larger firms, expand her business and move forward to better serve her clients. In her new white paper, she writes about the software that has helped her firm transform. That includes CCH Axcess Outsource, Financial Prep, Workstream, Document and Portal, as well as CCH ProSystem fx Scan. In the coming weeks, Jody will give us a tour of what’s working in her firm. First up is outsourcing!

To help explain, Jody made this video about why her firm began using CCH Axcess Outsource. It also includes a quick tour of how Outsource works.

According to Padar, “We had already evaluated CCH Axcess Outsource the prior fall and saw that we could upload all of our tax documents to CCH Axcess Outsource. They have two remote teams – one overseas and one in Michigan. You can pick which one you want to outsource to. You upload your tax documents, and they essentially come back done. So it solves our biggest pain point of talent. And we were able to get more work done this tax season using 2.5 full-time equivalents as opposed to our traditional 4.”

In fact, CCH Axcess Outsource is easy to use and fits right into the CCH Axcess Tax workflow. As you can see in the video, assigning returns to Outsource is simple. To learn more about how CCH Axcess is helping Jody’s firm move forward, including outsourcing, download her white paper, “CCH Axcess: Tour of a Seamless Technology.”


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall