Streamline engagements with CCH Axcess Financial Prep

In the second part of her CCH Axcess tour, Jody Padar, the Radical CPA, talks about how her firm uses CCH Axcess Financial Prep to streamline engagements in the business tax workflow. The system takes data directly from Xero or QuickBooks Online and brings it into the trial balance.

To help explain, Jody made this video about why she’s so excited about CCH Axcess Financial Prep:

“All of the data entry that is part of tax prep is gone,” she says. “And you don’t need to wait until year-end to do all the clean-up; do that in advance and that only leaves a couple of loan adjustments and depreciation. Hello! That’s way less hours needed during tax season.”

As you can see, it’s simple to set up a new engagement with data flowing directly from its source. To learn more about how CCH Axcess is helping Jody’s firm move forward, including how to streamline engagements, 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