Save Clients Time with New Collaboration Features
New features save clients time and keep projects on track The latest release of CCH Axcess Client Collaboration includes several new features that will save clients…
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Wolters Kluwer Adds 250+ Innovative Enhancements to its Cloud-based CCH Axcess™ Client Collaboration Expert Solution
Enhancements developed directly from customer input Today, Wolters Kluwer Tax & Accounting announced that it’s introducing over 250 innovative new features to its award-winning, cloud-based…
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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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Does Your Technology Meet Client Expectations?
We’re living in an era where every part of our daily lives is impacted by technology in one way or another. We have numerous new…
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5 essentials for choosing a document management system
With a digital tax workflow, your office may no longer be buried in piles of paper files. But that doesn’t mean that your document storage…
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4 ways technology is improving client relationships
Accounting firms often invest in technology to make workflow more efficient and improve their internal processes. You might think your clients don’t care about or…
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Technology Preview: The Future of Firm Management Technology
Firm management technology that may have seemed a long way off is suddenly becoming available to ordinary accounting firms. In a recent webinar with Accounting…
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End of Year Project: Create and Use a Client Portal
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: Organize and Digitize HR Documents
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 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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