It’s not enough in today’s world to just offer basic tax services. Client expectations are evolving and they’re looking to your firm to provide premier services that save them money. Not surprisingly, modern firm technology plays a big role in moving your firm’s focus from commoditization to client service. Here are the ABCs—and D—of making that happen.
Managing workflow is essential for the kind of efficiency that frees up staff to provide value-add services. Especially now when everyone in the firm isn’t face-to-face every day, keeping tabs on who’s working on what is tricky. CCH Axcess™ Workstream makes it easy to track projects step-by-step, including who has been assigned to each task. That keeps staff members accountable and gives managers a big-picture view of how workload is spread out.
Billing is all about time, but it shouldn’t take a lot of time. With technology like CCH Axcess™ Practice, you have the flexibility to automate billing. In fact, with the right firm technology, you can set up fixed-fee billing at the start or end of the process or schedule billing based on hitting certain milestones.
Most modern firm technology makes things simpler for staff members. But what about clients? Thanks to CCH Axcess™ Client Collaboration, they benefit too. Clients have access to a dashboard with a single login that gives them visibility to the status of their return and notifies them when there’s an outstanding task.
Clients rely on your firm’s expertise for advisory services that help them reduce their tax bill and better protect their financial assets. CCH Axcess™ iQ gives you the power to offer that valuable advice. It uses predictive intelligence to identify which clients are affected by new tax regulations and then makes it easy for you to communicate the impact proactively.
For more ways to make your firm more valuable to your clients, download our ebook “Overcoming Commoditization and Adding Value.”