With Outsource, your firm will:
- Increase morale and productivity by reducing long work hours and weekend staffing requirements.
- Reduce or eliminate peak season overtime costs.
- Refocus your staff on higher-value tasks.
- Convert the variable cost of tax preparation to a fixed cost.
- Lead to faster turnaround times on returns because of time zone differences.
- Improve your document management processes.
- All scanned images
- Preparer and reviewer tickmarks
- Review notes
- Reconciliation statements
A Bookmarking Only service (without the tax preparation) is also available.
When you use CCH ProSystem fx Outsource, you can be sure that your clients’ data is safe and secure. Our outsourced tax preparation and accounting vendors maintain:
- The same comprehensive non-disclosure agreements as Wolters Kluwer personnel.
- A fully trained staff experienced with CCH® ProSystem fx® Tax.
- Extensive and continuing training on all the latest federal and state tax laws and codes.
- A high-level final review process.
CCH ProSystem fx Outsource is completely integrated with CCH ProSystem fx Tax, which streamlines outsourced tax preparation and accounting.
Here’s how it works:
- Simply scan your “shoebox” of source documents and/or organizers into electronic files.
- These scanned documents, along with your current and prior year tax return data, are then compressed and transmitted to the Outsource Center. Secured socket layering ensures data is always kept private and confidential.
- Upon completion, the tax return, bookmarked workpapers, reviewer/preparer notes and reconciliation statements are compressed, encrypted and relayed back to your office from the Outsource Center.
- The result is a prepared return ready for your final review.
With more than 50 years in the tax and compliance business and more than 100 years in tax research, you can trust Wolters Kluwer to provide software and research tools that increase productivity by streamlining and automating your processes, and mitigating your risk by delivering accurate content.
When it comes to simplifying your firm’s tax return processing operations, we stand out from the pack!
We offer the following benefits:
- Complete forms support, not just 1040 and 1041
- A variety of pricing and volume-based plans for firms of all sizes
- The expertise to process basic through complicated returns
- An integrated workflow using CCH ProSystem fx® Tax software
- The highest levels of data security
- Real-time status updates
- Both onshore and offshore options to best fit your needs
Automate your tax return process with our award-winning tax compliance and preparation solution.
Take control of your audit process with this award-winning planning tool, workpaper generator, audit workflow management application and risk overseer all rolled into one.
Eliminate headaches by quickly scanning and organizing source documents and automatically transferring data.
Reach a new level of productivity with your digital audit preparation system.
Get the most robust financial reporting tool that manages, tracks and supports all asset depreciation compliance, reporting and planning needs.
Streamline tax planning engagements and quickly review multiple tax scenarios.
Protect your clients’ data and stay in compliance with IRS Regulation 7216.