Client Relation(shifts) Help Sustain Growth
In firms of all sizes, the client experience is a critical issue. Equally critical is figuring out how to optimize that experience – while achieving…
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Overcome Tax Season Challenges
What are your biggest tax season challenges? How many of these tax season challenges are you facing? Client preparedness Software problems Staffing issues Time compression…
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Transforming the Office: Using Technology to Enable Growth
Thanks to cloud technology, the idea of “the office” is no longer bound by geographic boundaries or real estate concerns. As the technology has become…
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Saving Accountants Time
Accounting Today recently named CCH Axcess Financial Prep a 2019 top new product. Here is what they said: “Reducing friction in data and workflows is…
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Client Collaboration – Reimagining the PBC List
The Prepared By Client (PBC) list has come a long way! Traditionally, accountants tracked items requested from their client through a physical piece of paper…
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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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Transforming your Tax Practice in the New Year
The new year is always a good time to evaluate future goals and make plans to achieve them. 2019 will be a year of big…
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Tackle this 2018 Tax Season with CCH Axcess™ Financial Prep!
At this time of year, with the amount of work that lies ahead, you want to ensure your workflows are efficient … including business tax…
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The future-ready firm: New podcast discusses the latest developments
As firms prepare to become future-ready, they need to stay on top of the latest trends, without getting sidetracked by hype. To help distinguish the…
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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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