Webinar - How to streamline your entire tax process
Tax & Accounting08 October, 2021

Webinar: How to streamline your entire tax process

What if there were digital tools that not only seriously reduced the time needed to complete tax returns but also made it easier for your clients to submit the relevant documentation on time?

By combining CCH Personal Tax with CCH OneClick, you can simplify and streamline every step of your tax return process, from data collection and data entry through to review, approval and online filing.

Join our tax product experts Lee Bennett and Nick Brown for this 3-part webinar series, designed with best practice tips and demonstrations of how our integrated software can help you achieve new levels of speed and visibility across your entire tax process.

If you are already a customer, these will be valuable 30-minute sessions to help you ensure that you are making the most of the software and its full potential.

During this webinar series, our experts will cover:

  Part 1: Digital data collection
  • Importing data
  • Digital Data Request
  • Digital Tax Account
  Part 2: Review and approvals
  • Tax return bundle
  • Return review
  • Approvals
  Part 3: Going beyond the tax return
  • Extra fields
  • Data queries and reporting
  • Mail merging
  • Preparing for MTD

 

Complete the form to watch the series on demand