5 Ways to Prep Your Billing and Payments Processes for Tax Season
Before you become engrossed with tax returns, take time to examine your firm’s billing and payments processes. Make sure you’re set up for smooth workflows…
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Tech Tools To Properly Leverage Audit Teams
Stay in your lane The latest technology in the audit field does many great things for the audit focused firms that utilize them. But perhaps…
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End of Year Project: Review Retention Policies and Purge Expired Files
Our ebook, Firm Operations: Office Productivity Projects, provides instructions for 9 projects firms can complete before tax season. Varying in complexity from a few hours…
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End of Year Project: Review and Update Security Policies
Our new ebook, Firm Operations: Office Productivity Projects, provides how-to instructions for 9 projects firms can complete before the end of the year. Varying in…
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Are You Ready for 2018 Financial Institution Audits?
For high-quality audits that comply with AICPA Risk Assessment Standards, equip yourself with Knowledge-Based Audit titles (KBA). Each title based on the KBA framework includes…
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Leverage Your Firm’s Expertise
While nothing has changed with the underlying premise of the power of knowledge, the sources of much of our knowledge and learning have changed significantly.…
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3 Things innovative accounting firms should do to prepare for the future
Everyone’s talking about how accounting firms need to transform for the future. In fact, the CCH Connections: User Conference 2018 Annual Survey Report takes a…
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Firm Operations How-to: Maximize your staff productivity before tax season
Accounting firms continue to face staffing challenges, and tax season is when the the problem is most acute. However, how your firm treats its employees…
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Forecast Looks Sunny for CCH Axcess™ Financial Prep
CCH Axcess™ Financial Prep made its debut in sunny Miami Beach at the Wolters Kluwer CCH Connections User Conference 2018! We showed conference attendees both…
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Are you ready for business? Tech-Savvy firms are evolving quickly
How do you show up to do business? The way I show up for beach business seems to be lacking. At this year’s CCH Connections…
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