Three ideas to improve your portal implementation
On its surface, implementing a portal solution seems like a quick and easy way to improve efficiency and information security. However, any technology investment will…
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4 Ways Document Management and Engagement Software can Work Together
Many firms using engagement software believe they have all of the document management features they need. However, most firms could benefit from using document management…
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2-Step Verification: Stronger Security for your CCH Axcess Portal Account
Tax-refund fraud in 2016 reached about $21 billion, up from just $6.5 billion in 2014, according to the IRS. With recent rises in tax-related identity…
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Improve client service with every client interaction
While it may seem like a document management software is simply a complex way to find and store files, the reality is that a DMS can…
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Spring cleaning: Your Next Steps for a Paperless Firm
So, your firm’s tax workflow is paperless from beginning to end… Congratulations! But your work is not done. You may want to do a little…
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Building Workflow Efficiency with a Document Management System
The most efficient and effective firms are those that fully use a document management system during each and every 1040 workflow step. Rather than treating…
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Don’t Forget the Post Tax Season Postmortem!
With tax season coming to an end this week, the next 60 to 90 days offers firms a chance to take a deep breath, consider…
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Mobile Document Management – Trends and Recommendations
Almost overnight, mobile devices, the cloud and social media have created massive changes in consumer behavior and expectations. With the surge of user-friendly conveniences like…
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How to solve your client portal usage problem
It’s a common problem. You dutifully set up portals for all your clients, but come tax time, your clients still want to exchange documents via email…
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1040 Document Management Step-by-Step
As a product manager, I get to sit down with dozens of firms each year to discuss 1040 document management. I like to speak to…
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