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Business Continuity and the Cloud

November 17, 2017

When hurricane Harvey approached Houston, Wesley Middleton of MiddletonRaines+Zapata didn’t have to worry about his firm’s business continuity plan. At the recent CCH Connections: User Conference 2017, Middleton talked to Jody Padar (the Radical CPA) and Wolters Kluwer’s own Shari Dodgen about his firm’s experience in the face of disaster. During trying times, having the […]

The post Business Continuity and the Cloud appeared first on Tax & Accounting Blog.

Managing the Recycle Bin in CCH Axcess™ Document

November 15, 2017

CCH Axcess™ Document offers fully automated file retention to manage firm and client documents through the entire document lifecycle. During the recent CCH Connections User Conference in San Francisco, I spoke with a number of customers who didn’t realize the full potential of Document’s file retention capabilities. As we near the end of 2017, many firms are […]

The post Managing the Recycle Bin in CCH Axcess™ Document appeared first on Tax & Accounting Blog.

Technology Trends: What’s Working and Why

November 14, 2017

Every year, Wolters Kluwer sponsors a survey of accounting firms to measure the pulse of the profession. This year’s survey looked at several technology trends and how they’ve developed over the last few years. Comparing technology adoption over just this small time span provided important insights into how these fast-changing trends are rapidly coming into […]

The post Technology Trends: What’s Working and Why appeared first on Tax & Accounting Blog.

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