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Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

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      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

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    4. Digital Tax Workflow
    Digital Tax Workflow
    Tax Software

    Digital Tax Workflow

    A digital tax workflow streamlines every step of the tax prep process, from obtaining client data, to preparing and reviewing returns, to delivery of the finished tax return to the client and invoicing.
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    Tax & Accounting
    • CCH Axcess™

      Spend more time on the work that matters most to your clients and your bottom line with a seamless platform for tax, audit and firm management. Trusted by 90 of Accounting Today's Top 100 Firms.

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    • CCH Axcess™

      Spend more time on the work that matters most to your clients and your bottom line with a seamless platform for tax, audit and firm management. Trusted by 90 of Accounting Today's Top 100 Firms.

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      Spend more time on the work that matters most to your clients and your bottom line with a seamless platform for tax, audit and firm management. Trusted by 90 of Accounting Today's Top 100 Firms.

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    The Benefits of a Paperless Tax Workflow
    Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. 
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    Faster Tax Workflow

    Make your tax workflow faster

    Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid!
    Automation for Efficiency Gains

    Gain efficiencies through automation

    In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources.
    Attract Top Quality Staff

    Attract top-quality clients & standout employees

    Show clients you can meet both their compliance and advisory needs by embracing automated tax workflow best practices. This approach also helps attract and retain staff who value mobility, work/life balance and working on meaningful client-facing engagements.
    Eliminate Paper

    Eliminate the cost and burden of paper-based processes

    With a completely digital tax prep workflow, your firm can reduce paper and the outdated processes that go along with it. You’ll use less paper, ink, and toner, plus you’ll cut out mailing and storage costs—all while boosting security, transparency and efficiency.

    End-to-End Tax Return Automation

    • 1. Obtain
    • 2. Organize
    • 3. Prep & Review
    • 4. Sign & File
    • 5. Deliver & Store
    • 6. Invoice & Receive
    CCH Axcess
    Step 1: Obtain documentation

    Clients gather their documentation and digitally upload it so they’re are not scrambling to find them when it’s time to actually prepare the return. At tax time, the client can use the secure portal to easily provide any additional information.

    CCH Axcess Client Collaboration provides a unique hub firms and clients share, reducing friction and making it easier than ever to exchange documents. 

    CCH Axcess Client Collaboration
    CCH Axcess Document
    Step 2: Organize

    Client data is identified, organized, and imported into the return automatically. A bookmarked PDF file with client source documents is autosaved to the document management system. Goodbye manual data entry!

    Using our scan solution allows you to import data into CCH Axcess™ Tax automatically — no manual entry is required. The software recognizes the values in the source documents, and that data flows to the appropriate form fields. 

    CCH ProSystm fx Scan
    Tax
    Step 3: Prepare and review

    As staff prepares the return, they have one-click access to integrated tax research to answer any questions that pop up. Plus, they can capture and record hours in real time using automated clocks. During partner/manager review, on-screen tools are available 24/7 and progress is tracked for full transparency.

    CCH Axcess Tax provides a powerful tax automation engine, with a complete library of forms and dozens of features to aid in prep, review and tracking. 

    CCH Axcess Tax
    Cloud
    Step 4: Sign and file

    Once the return is ready, a secure link is sent to the taxpayer, allowing them to review the return and electronically sign Form 8879. The electronic filing status system is automatically updated with the electronic signature status.

    CCH Axcess Tax
    CCH Axcess Client Collaboration
    Step 5: Deliver and store

    No more cumbersome paper-based mailing and storage processes needed. The completed return is sent to the IRS via electronic filing, and the firm’s copy of the tax return is stored electronically

    CCH Axcess Document with Integrated Portal
    CCH Axcess Practice
    Step 6: Invoice and receive payment

    Automation continues right through the last step of the digital tax workflow. Once the return is filed, an invoice is generated and paid electronically. The final invoice and the client’s copy of the tax return are provided to the taxpayer for download and local storage.

    CCH Axcess Practice
    Automated Business Tax Return Workflows
    TaxWise Service Bureau Card Intro Image Tax Preparer and Client
    CCH Axcess Financial Prep

    Instantly produce accurate balances for preparing business tax returns.
    Learn More
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    CCH ProSystem fx Engagement
    Drive efficiency with the only integrated working papers software solution on the market. 
    Learn More
    Manage Complexity and Add Value for Clients 
    CCH ProSystem fx Fixed Assets
    CCH ProSystem fx Fixed Assets
    Simplify all your asset management and depreciation tasks. 
    Learn More
    Employees planning and preparing for a project
    CCH ProSystem fx  Planning
    Be more productive by quickly reviewing multiple what-if tax scenarios.
    Learn More
    Download the digital tax workflow brochure
    See the complete Wolters Kluwer digital tax workflow, with options for solutions at each step. 
    Download the Brochure
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    CCH Axcess Open Integration

    Build a more modern firm experience for your clients and staff. Powered by the CCH Axcess Open Integration Platform, CCH Axcess APIs enable accounting firms and third-party software partners to create integrations and applications that connect with CCH Axcess data.


    Every CCH Axcess customer can benefit from open integration, whether you create your own integrations or leverage the integrations created by one of our partners. The CCH Axcess open integration strategy gives firms more opportunities to create productive workflows throughout the firm.

    Get Started with Open Integration
    Productivity Tools

    CCH® eSign

    Capture client and employee signatures digitally for IRS, client-facing and internal documents. CCH eSign is directly integrated into CCH Axcess Tax and CCH ProSystem fx Tax.

    CCH DataScan 
    Extract specific, detailed information from your client database to assist you in offering new services, responding faster to tax law changes, or just giving personalized attention to clients with specific tax needs.

    CCH® ProSystem fx® PDFlyer

    Speed audit and tax workflow using a unique Adobe® Acrobat® plug-in that enables you to prepare engagements using multiple PDF files in a paperless environment.
    CCH Tax Projector
    This simple integrated projection tool reflects projection variations for the Federal return up to one year in advance, with a comparison of the tax liability calculation, projected government forms, 2-year rate comparison and a list of assumptions and explanations
    Clausen & Associates
    Watch Video
    A better tax prep process begins in the cloud

    Barbara Clausen, CPA, of Clausen & Associates, CPAs explains how true workflow optimization in the cloud eliminates gaps and bottlenecks, not just in her tax return process, but throughout her firm. 

    Recommended Reading
    Beyond Limits White Paper on 2021 Industry Survey

    The People, Processes & Technologies Driving High-Growth Accounting Firms

    Wolters Kluwer surveyed tax and accounting professionals to learn how firms are approaching digital transformation, the remote/hybrid workforce and advanced technologies. Respondents answered questions about challenges and opportunities within the profession, how firms are improving both the employee and client experience and technology’s role in achieving growth and success. 
    Read the Survey
    Digital Transformation White Paper

    White Paper: 5 Steps to Digital Transformation

    A digital transformation is only five steps away! In the this step-by-step guide, the renowned experts at Boomer Consulting, Inc. walk you through a complete digital transformation, from adjusting your mindset, through implementation, to adopting strategies for continuous improvement.

    Download Now
    Virtual Firms eBook

    eBook: The Benefits of a Virtual Firm

    A new office paradigm is changing the way modern accounting firms operate. Using best practices from virtual firms can allow you to more easily recruit staff, create new opportunities, offer better work/life balance and provide more proactive client service. Find out how firms can make this transformation work in the real world.
    Download Now
    No Touch Tax Return White Paper

    White Paper: Unlocking The No-Touch Tax Return

    In this white paper, Marc Staut and Amanda Wilkie of Boomer Consulting, Inc. walk you through how firms are implementing a true no-touch tax return. 

    Download Now
    Additional Resources
    Tax resource center
    Every tax season presents its own unique challenges, and this year is no different. Rest easy — Wolters Kluwer is here to help you get through tax season and beyond with these tools and resources. Check back often for the latest federal and state tax news articles, resource kits, best practices and more.
    See What's New
    Tax Talks podcast
    Hear firsthand from tax insiders on the latest trends, news and technology, as well as what you need to do to transform and elevate your tax practice. Each month we'll cover topics of interest from thought leaders and visionaries in the profession.
    Check Out the Podcast Topics
    Professional & client services
    Maximize ROI by ensuring everyone on your team is using the software to full potential. We offer a wide array of training and consulting options that will get you and your staff up-and-running.
    Professional & Client Services

    Contact a Solutions Consultant

    Complete the form below to have a Wolters Kluwer solutions consultant contact you about building your own digital tax workflow.

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