Wolters Kluwer
It's Not Too Late to Have a More Efficient Tax Season
Firms with four full time staff members or less need to be as efficient as possible, especially during busy season. Quickly and easily add these powerful tools to your tax workflow!
Learn About Special Offers & See the Workflow In Action
Time is Running Out. Prepare Your Firm for the Busiest Time of the Year!

It's not too late to add time-saving solutions that can help you be more productive this tax season — and now is the perfect time to act. Read on for special, limited-time offers.

Work smarter, not harder this tax season. Add any of these easy-to-implement tools to your staff's toolbox and eliminate the most common headaches of busy season. Wolters Kluwer's tax workflow solutions will help your firm:

  • Improve productivity and profitability
  • Connect with clients faster

  • Eliminate low-value tasks
  • Accomplish more with the same (or fewer) staff
Digital Tax Workflow for Small Firms
Obtain    
     
Challenge:
Obtaining organized documents from clients on time and in the preferred format is always a challenge.
Solution:
With CCH Axcess Portal, clients simply drag and drop files when they are complete. And as a two-way collaboration tool, you can add templates in advance for your clients to work from, or add comments directly to the files.
 
     
Challenge: 
Paper files are bulky, costly to store and vulnerable to loss. 
Solution:
CCH Axcess Portal is both for immediate file exchange and and long-term storage. Organize files, lock them, set expiration dates and search by contributor, keyword and more. 
 
     

Organize
   
     
Challenge:
Sorting and classifying paper documents and data is laborious and hard to bill for.  
Solution:
CCH ProSystem fx Scan automatically reads and classifies each document before converting to .PDF. The system pulls data that can then auto-populate forms, eliminating transcription errors and freeing up staff to focus on high-value, billable work. The scan system is simple, and can be delegated to admin-level staff. 
 
     
Challenge: 
Managing version control is critical. 
Solution: 
Version control is much easier in a digital environment, and a bookmarking feature within CCH ProSystem fx Scan makes identifying documents that are ready to be loaded into a tax return quickly and easily. 
 
     
 Prepare & Review    
     
Challenge:
Tax planning is complex and time consuming. 
Solution:
CCH ProSystem fx Planning offers dozens of flexible tax planning tools to help you plan up to 30 simultaneous scenarios spanning 10 years. Set in a familiar spreadsheet format, the system is easy to use and interpret.  
 
 
 
 
Challenge:
Accounting for yearly changes takes a great deal of effort.  
Solution:
Current, comprehensive data is built into the functions of CCH ProSystem fx Planning, ensuring the most recent standards and regulations are accounted for. And with Wolters Kluwer's Research & Learning resources, in-depth analysis is never more than a few clicks away.  
 
 
 
 
Challenge:
Seasonal staffing and overtime hurt firm's bottom line. 
Solution:
With CCH ProSystem fx Outsource, let Wolters Kluwer-approved outsource staff prepare tax returns for you! Simply send the documents with any special instructions, and get back to high-value work while you wait for the completed tax return, bookmarked workpapers, preparer and reviewer notes and reconcilliation documents to be sent back to you for review. 
 
     
 Sign & File      
       
Challenge:
Collecting client signatures is more time consuming and expensive than it should be. 
 
Solution:
CCH eSign allows you to quickly and securely get 1040/1041 client signatures (in compliance with IRS security standards, of course!). No firm can be truly paperless without it.
 
 
 
 
 
 Deliver & Store
 
 
 
 
 
 
 
Challenge: 
Storing paper files is labor-intensive and makes a chore of revisiting the data. 
 
Solution: 
CCH Axcess Portal is both for immediate file exchange and long-term storage. Organize files, lock them, set expiration dates and search by contributor, keyword and more. 
 
 
 
 
 
 Invoice & Receive
 
 
 
 
 
 
 
Challenge:
Billing is stressful, and clients often fail to pay in a timely manner. 
 
Solution: 
Studies show that clients who receive invoices pay quickly. With CCH Axcess Portal, invoices can be made available to clients immediately, accompanied by customizable email alerts. 
 
 
 
 
 
Limited-Time Offers

Special Pricing for Time-Saving Solutions!

Improving your firm's workflows isn't just about adding solutions to your toolbox, but optimizing them. This is where our Solutions Consultants can help. They'll walk you through the specifics of each solution and how to set them up so you can benefit as quickly as possible. Best of all, they can fill you in on special offers and discounts only available in January and February.

Buy Now, Implement Later

Act now to take advantage of special pricing, and implement your new tools after busy season! Arrange for a call from a Solutions Consultant for more information about our limited-time offer.

Learn About Offers    Register for a Demo Webinar

Read on for more offers.

Want to see a digital tax workflow in action?
The Future of the End-to-End Digital Tax Workflow is Here

Automate your tax return process with our award-winning tax compliance and preparation solution.
Free Demo >

CCH Axcess Portal is a secure online solution that allows you to send, receive and store client and firm files quickly and securely. Now with a mobile-friendly app! 
Free Demo >

Make that unorganized box of client receipts, invoices and source documents will disappear with CCH ProSystem fx Scan! 
Free Demo >

Named a Top New Product by Accounting Today, this eSignature technology offers convenient, cost-effective paperless filing.
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Streamline tax planning engagements and quickly review multiple tax scenarios. Learn More >

Cut costs, improve turnaround time and free up your staff during busy season by outsourcing return preparation!
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When you become a CCH ProSystem fx Practice Management user, you will instantaneously improve processes and profitability with a complete firm management system. 
Free Demo >

Store all your documents in one central, searchable repository so you can be ready to deliver better client service and minimizing time spent searching for files. 
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Whether you do business tax returns, audits or both, Engagement can help your firm improve engagement efficiency by as much as 40%.
Free Demo >

CCH My1040Data streamlines the process of collecting personal data and tax documentation.
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Get expert guidance, helpful practice materials and valuable tools that provide a step-by-step analysis of the process.
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This unique tool is a powerful Adobe® Acrobat® plug-in that adds dozens of features designed specifically for tax and accounting professionals.
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Take your fixed asset accounting, depreciation, management and reporting tasks from overly complicated to absolutely clear with just a few clicks.
Free Demo >

Quickly find answers to all your tax and accounting questions with industry-leading resources like CCH® IntelliConnect®, or build your firm from within with more than 350 online courses in the CCH Learning Center!

DTW
Take to the Cloud with CCH Axcess™

The future of tax preparation and compliance is here — take your Digital Tax Workflow to the cloud with CCH Axcess!  
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Yes! I would like more information on an end-to-end digital tax workflow.