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March 1, 2017

Client Satisfaction Depends on the Basics

Improving client satisfaction is a key goal for many CPA firms. However, what firms think clients want and what clients actually want sometimes diverge. A recent whitepaper titled “Game Plan for the Future: Are You and Your Clients in Sync?” looked at survey responses from firms and clients. The conclusions drawn can help firms ensure […]

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November 25, 2016

Three document management trends you can’t ignore

Document management systems are no longer considered “new” technology in a tax and accounting firm. However, the issues and concerns surrounding this type of software continue to evolve. Whether your firm is just now starting to look at formal document management systems, or if you’ve been using one for years, you need to be aware […]

The post Three document management trends you can’t ignore appeared first on Tax & Accounting Blog.

September 19, 2016

Security Issues for Mobile Devices

Note: This year’s CCH Connections: User Conference 2016 features 75 sessions in 7 different tracks. With so much great content, it can be hard to choose which sessions you want to attend. That’s why we’ve invited several presenters to preview some of their ideas in a series of guest posts. This post is by Les […]

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August 1, 2016

The 4 Rules of Mobile Document Management for CPA Firms

When it comes to mobile document management, CPA firms’ needs are evolving. Previously, it was enough to provide basic client data while on-the-go. You could view files, publish files to a portal or even some basic task management. As mobile devices have become more commonplace, they have also grown – both in power and in […]

The post The 4 Rules of Mobile Document Management for CPA Firms appeared first on Tax & Accounting Blog.

June 25, 2014

CCH® IntelliConnect Direct Now Broadly Available

Customers and Industry Experts Agree That Customizable User Interface Boosts Efficiency and Access to World-Class Content from Wolters Kluwer, CCH (RIVERWOODS, IL, June 25, 2014) – Wolters Kluwer, CCH today announced that following the successful preview of CCH® IntelliConnect Direct, the innovative new solution is now available for all users. CCH IntelliConnect Direct is a […]

The post CCH® IntelliConnect Direct Now Broadly Available appeared first on Tax & Accounting Blog.

June 5, 2014

Wolters Kluwer, CCH Debuts New “Quick Answers” Content Library and Previews Innovative CCH® IntelliConnect Direct Customizable User Interface Leverages World-Class Content from Wolters Kluwer, CCH

(RIVERWOODS, IL, June 5, 2014) – Wolters Kluwer, CCH today announced the launch of “Quick Answers,” which features more than 2,000 answers to questions most often researched in IntelliConnect®, one of the industry’s most powerful research platforms for tax and accounting professionals. In addition, the company is previewing CCH® IntelliConnect Direct, a new universal platform […]

The post Wolters Kluwer, CCH Debuts New “Quick Answers” Content Library and Previews Innovative CCH® IntelliConnect Direct Customizable User Interface Leverages World-Class Content from Wolters Kluwer, CCH appeared first on Tax & Accounting Blog.

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