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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Firm Operations How-To: Protecting and maintaining client & firm data
After extension season ends, the race is on to get the firm ready for tax season. There’s a lot you can do in the fourth…
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Tips for Managing Information Technology in Accounting Firms
Over the past decade, tax and accounting firms have reported remarkably consistent business concerns. Although individual issues may shift in where they rank from year…
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Multi-factor authentication will soon be required in CCH Axcess Portal
Did you know that tax-refund fraud in 2016 reached an all-time high of approximately $21 billion? That’s up from “just” $6.5 billion in 2014, according…
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Around the Web: Technology Planning in the News
Even for the most efficient firms, tax season brings busy days and longer-than-usual nights. But just because the firm is heads-down in tax work doesn’t…
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CCH Axcess Satisfaction Survey Uncovers Benefits of Integration
Firms can save up to 800 minutes per year or more, according to a CCH Axcess Satisfaction Survey, the results of which are now available…
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Quick Tips: 15-Minute Data Security Boost
Data security is a top concern for accountants, especially during tax season. Start your new year off with a renewed focus on security. These two…
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3 simple document management tips you can do during tax season
When tax season rolls around and your firm is at its busiest, many people think that all non-essential firm operations should be set aside to…
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Cloud-based accounting firms: The real advantage
Does a firm’s software really affect its profitability? Accounting firm software is just a tool, after all. The true measure of a firm’s success might…
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Secure File Transfer: Why not use email?
Maybe this has happened to you: it’s the middle of tax season and you need to get that one form back from your client. Why not just…
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