New Optimized Reports in CCH Axcess Reports Now Available!
Your time is valuable and it is important that you are able to access your client’s Work-In-Progress (WIP) and Accounts Receivable (AR) balances quickly to…
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Measuring Efficiency: Why Billable Hours Aren’t Enough
Let’s say your firm is evaluating two staff accountants, who each have about the same level of experience and turn in work of relatively equal…
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Achieving work-life balance without sacrificing client service
Business is a world of give and take. Everyone in the tax profession knows that. Firms want to increase client satisfaction, but it often comes…
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[Webinar] Overcoming Commoditization & Adding Value
Many firms are focused on efficiency — doing more in less time — because it’s one of the fastest ways to grow. But, in order…
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Making the switch to fixed pricing
With several years of CCH Axcess under their belt, Smith & Salisbury PLLC made the leap to fixed pricing… And they haven’t looked back. The…
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3 Reporting mistakes that could cost your firm
At many firms, management monitors the health of the firm through static reports generated periodically. Although this has been the status quo in most firms…
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Accepting online payments? Avoid these 4 big mistakes
Firms using CCH Axcess Practice and CCH Axcess Portal can now receive electronic payments from clients through CCH Client Axcess. Accepting online credit card payments…
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How-to: Accept Electronic Payments
Studies show that clients prefer paying with credit cards, and the most convenient way to do so is often online. But firms that are used…
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5 New Years Resolutions for Better Firm Management
From unprecedented new tax laws to regulatory scrutiny on audit processes, accounting firms will experience a great deal of change in 2019. So, now is…
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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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