Everything a small firm needs

At Wolters Kluwer, we are committed to helping small firms with the tools, resources, and insights they need to achieve their goals. The future has never been brighter for small firms, and forward-thinking accountants are finding exciting and innovative ways to capitalize. Your journey starts here, and we are thrilled to be a part of it. 

Small Firm Tech Stack WP on Tablet
Building your small firm's ideal tech stack

How do small firms set themselves up for success? They do it strategically, with a combination of people, processes, and technologies that support the firm’s goals and growth plans.


The ideal small firm tech stack has the flexibility and scalability to support your firm’s goals and growth plans, help you overcome industry challenges, and adjust to changing firm priorities.


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Build the ideal tech stack for your firm

Explore solutions that best fit your firm's business priorities and growth goals. 

  • Streamline your tax workflow

  • Expand into accounting and auditing

  • Optimize firm performance

  • Enhance your tech stack

Streamline your tax workflow with cutting-edge technology tailored to your goals. Our solutions help you build a robust tech stack, streamline operations, and enhance client service. Explore the essential solutions for any small tax office below.

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CCH Axcess™ Tax Essentials
Built on one of the most accurate and sophisticated tax return platforms in the industry, CCH Axcess Tax Essentials offers small firm tax and accounting professionals like you the features needed to handle the most complex returns on a cloud tax preparation solution, designed to bring your office and your employees to a fully virtual cloud-based environment.
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CCH® eSign
Capture client and employee signatures digitally for IRS, client-facing, and internal documents. CCH eSign is directly integrated with CCH Axcess Tax and CCH ProSystem fx Tax.
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CCH Axcess™ Practice
Work smarter with a practice management solution that simplifies time and billing, enhances client service, and enables you to analyze and improve profitability.
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CCH Axcess™ Client Collaboration
Give clients an easy way to do everything from upload documents and communicate with the firm to track their engagement status, all in a single location.
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SALY Putting Your Firm at Risk
Is "same as last year" putting your firm at risk?
Continuing to operate day-to-day using “same as last year” methods is a recipe for disaster. This white paper will discuss why keeping a critical eye on client engagements each year is crucial. We will also cover some technologies to help your firm stay ahead of industry changes while protecting against potential threats.
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Elevate your accounting and audit practice with our tailored tech solutions for precision and efficiency. We help firms interested in expanding into accounting and auditing build a powerful tech stack, ensuring thorough and accurate audits while reducing manual workloads. 

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CCH Axcess™ Engagement Pro
CCH Axcess Engagement Pro enables your engagement teams to access files anytime, anywhere with this versatile tool that manages workpapers, trial balances, and workflow all from one central hub.
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TeamMate® Analytics
Deliver data-driven insight by putting the power of analytics in the hands of every auditor. Improve audit planning, find hidden risks across full data sets, and deliver results with greater confidence. 
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CCH Axcess™ Validate
Fast-track the audit bank confirmation process with CCH Axcess Validate. Save time, increase security, and streamline processes with this cloud-based audit software.
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CCH Axcess™ Knowledge Coach
Assess risk while tailoring each audit to a company's unique circumstances with CCH Axcess Knowledge Coach, an audit methodology that helps auditors assess risk while tailoring each audit to a company's unique circumstances.
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Session 4 on Laptop
The digital audit workflow: Driven by data and powered by AI
With technology impacting every step of an audit, having a data-driven audit approach helps ensure the auditor focuses on the right things and addresses them appropriately.
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Transform your firm with technology that enhances efficiency and visibility across your firm's projects and processes. Deliver comprehensive, high-quality services to your clients while staying competitive in a dynamic market. Explore solutions to optimize your firm's performance. 

CCH Axcess Workflow
CCH Axcess™ Workflow
With greater visibility into projects and processes, firms can work more efficiently and create room for growth. Increase capacity and free up more time to focus on what matters most by improving accountability and staff flexibility, breaking down knowledge silos, and leveraging on-demand updates and reports.
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CCH Axcess™ Data Axcess
Leverage your firm’s data with advanced metrics and reporting capabilities. CCH Axcess Data Axcess Solutions helps firms gather business intelligence and develop insights that drive change in the firm.
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CCH Axcess™ Engagement Essentials
Instantly produce accurate balances for preparing business tax returns and automate the preparation and compilation of financial statements using this cloud-based solution.
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CCH Axcess™ Marketplace
The CCH Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems to automate many tasks in their tax, audit, and firm management workflows.
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Summer of Innovations Session 2
Embedding intelligence into every part of the firm
Work smarter, not harder. This webinar explores how highly intelligent firms can use today's version of the caveperson's cutting-edge technology to gain real-time insights – tools and tech such as integrated platforms, data analytics, predictive analytics, and AI.
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Expand your firm's capabilities with our suite of additional solutions to complement and enhance your tech stack. Equip your small firm with the technology to meet today's challenges and scale for tomorrow’s growth.

ACC AnswerConnect Tax Research Lady Laptop 2023
CCH® AnswerConnect
CCH AnswerConnect is designed to deliver comprehensive answers and information right at your fingertips. With its state-of-the-art features and seamless integration, conquering federal, state, and international tax challenges has never been easier.
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CCH Axcess™ Beneficial Ownership
CCH Axcess Beneficial Ownership is an online filing and information management solution that automates the beneficial ownership information (BOI) filing process to FinCEN, for accounting firms that need to file large volumes of reports.
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Xpitax® Tax Preparation Outsourcing
Stabilize staff bandwidth with world-class Xpitax® Tax Outsourcing services, where experienced tax professionals prepare tax returns to your standards and the same quality your clients expect.
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CCH Axcess™ iQ
Using AI-enabled predictive intelligence, CCH Axcess iQ identifies clients affected by federal and state legislative changes and generates natural-language event summaries and client letters to help advise affected clients.
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Summer of Innovations Session 3 on Laptop
Rethinking automation with the power of AI
Automation has been a buzzword in the accounting industry for years. And while automation can only go so far, when paired with AI, automation can do more than streamline tasks. AI can help automation reshape a firm's digital workflows. This webinar will explore how AI drives automation to change how firms work, perform research, and access information.
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Find the right tools for your firm

Explore solutions and tools to meet your firm's unique needs.
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Pozerski Hatch and Company uses CCH Axcess Tax to boost productivity.
Small firm spotlight:
Pozerski Hatch & Company
"CCH Solutions help us achieve our goals by working seamlessly with one another."

Christopher Ernest, CPA, MSM
Partner
Pozerski Hatch & Company
Resources for smaller firms
Tech for the Lifecycle of a Growing Firm
Technology for the lifecycle of a growing firm

Our partners from Boomer Consulting walk you through seven things you should consider when choosing new technology to meet your goals at different stages of your firm's lifecycle. 

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The Definitive Guide to Starting Your Accounting Firm
The definitive guide to starting your accounting firm

Have you been considering breaking out to start your own firm, but the prospect of creating a new business feels... overwhelming? This guide will walk you through what you should be considering as you start an accounting firm from scratch.

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A Flexible Technology Foundation White Paper on Tablet
A flexible technology foundation: A solid basis for small firm growth

A cohesive tech strategy allows accounting professionals to operate more efficiently, streamline tech decisions, and implement solutions once for the firm, rather than piecemeal and often at a great cost.

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Session 5 Summer of Innovations on Computer Screen

Power of integration: How APIs empower staff, improve automation, & reduce frustration

While the desire to innovate is strong, firm leaders often tell us they're unsure of where to start. Thankfully, integrations and API automations can be the easy button that you're looking for.
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Find out how Wolters Kluwer solutions can help your small firm.

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