True Client Service in the Cloud
In the fifth and final part of her CCH Axcess Tour, Jody Padar is talking about CCH Axcess Portal and providing virtual client service. Her firm…
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Business analytics: new skills, new services!
The successful firm today is more diverse and focuses on skills beyond accounting to provide clients the services they need and want. While accounting has…
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The ABCs of Modern Firm Technology
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…
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Stepping up to cloud document management
This week, Jody Padar’s CCH Axcess Tour features CCH Axcess Document. This full-featured cloud document management system gives you access to all of your documents,…
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Peak Performance webinar series explores 5 benefits of technology
In the quickly evolving world of accounting, technology is helping firms achieve peak performance in five key ways: growth, profitability, efficiency, agility, and transformation. The…
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Populating forms with Scan and AutoFlow Technology
In the next installment of her CCH Axcess tour, Jody Padar, the Radical CPA, discusses CCH ProSystem fx Scan and AutoFlow Technology. This pair of solutions has helped…
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Accounting firm business intelligence – 4 unexpected benefits
Firms are drowning in data. There’s data on profitability and productivity, client satisfaction and marketing effectiveness—and even more data on how those things tie together.…
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Moving work with CCH Axcess Workstream
In the third installment of her CCH Axcess tour, Jody Padar, the Radical CPA, explains how Workstream keeps work moving. Whether you have remote workers, multiple offices, or…
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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…
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Webinar lays out steps for digital transformation
Thanks to advances in technology, digital transformation has been happening in the accounting profession for decades. But it’s reached a point where adapting to technological…
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