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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AICPA SEC and PCAOB Conference Highlights
AICPA SEC and PCAOB Conference Highlights Representatives from CCH Accounting Research Manager are attending the annual “AICPA Conference on Current SEC and PCAOB Developments.” This conference is…
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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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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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End of Year Project: Review and Update Security Policies
Our new ebook, Firm Operations: Office Productivity Projects, provides how-to instructions for 9 projects firms can complete before the end of the year. Varying in…
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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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Forecast Looks Sunny for CCH Axcess™ Financial Prep
CCH Axcess™ Financial Prep made its debut in sunny Miami Beach at the Wolters Kluwer CCH Connections User Conference 2018! We showed conference attendees both…
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