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Small Firm Resources

Celebrating #SmallFirmSeptember with tools to help smaller tax and accounting firms succeed.

Tax & Accounting

Tax Software

Improve staff engagement and client satisfaction while streamlining productivity with a digital tax workflow that integrates advanced technologies, intelligent diagnostics, and practical review tools.
Tax Software
Professional Tax Software
Corporate Tax Software
Firm Management

Support increased productivity, firm growth, and staff engagement by streamlining areas such as staffing, document management, time and billing, reporting, marketing, workflow, and project tracking.
Firm Management
Practice Management
- CCH Axcess Practice
- CCH ProSystem fx Practice Management
Workflow Software
- CCH Axcess Workflow
- CCH Axcess Workstream
Client Experience
Audit & Accounting

Improve audit quality, improve revenue, and create a collaborative client experience with a scalable end-to-end audit workflow that emphasizes professional judgment and supports the data-driven audit.
Audit and Accounting
Audit Software
Methodology & Guidance
Engagement Solutions
Research & Advisory

Remain compliant, mitigate risks, and improve revenue by providing staff with the research and staff development tools they need to access the most accurate and up-to-date information available.
Research and Learning
- Learning & CPE
- Tax & Accounting News
Tax and Accounting Research
- CCH AnswerConnect
- CCH Publications
Learning & CPE
Tax Legislation
Support

Learn about updates and feature releases, find login links, and access support for solutions, including CCH Axcess, CCH ProSystems fx, CCH AnswerConnect, ATX, Taxwise, and more.
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Tax & Accounting News
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Get access to a range of software, online and print publications, and professional training courses that help tax, accounting, and municipal law experts develop their knowledge and stay up-to-date.
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Tools and insights crafted for small firm growth

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.

Save time, reduce errors, and grow your firm with digital tax workflows

Discover how small firms can free up time, reduce errors, and deliver superior client service using a fully integrated digital tax workflow. Learn which tools help you at every stage and how they unlock time and growth for your firm.

Download White Paper

Find the gaps in your firm's technology

Take this quick self-assessment to uncover your firm’s technology strengths and weaknesses. Receive tailored guidance and resources to advance your practice with confidence.

Take the Assessment

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.

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.

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.

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.

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.

Webinar: Learn how to unlock growth through integration, innovation, and insights

Small firms are under pressure to do more with less without sacrificing quality. The firms that succeed are moving forward with the help of smart technology and strategic insight.

In this live webinar, explore the current state of the industry, unpack the top challenges small firms face, and showcase how integrated workflows and AI-enhanced solutions can unlock new levels of efficiency, insight, and growth.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

Find the right tools for your firm

Explore solutions and tools to meet your firm's unique needs.

Small firm spotlight:
Empower Ventures, LLC

"When I started my own practice, I said to myself I have got to make the machines do as much work as possible. I don't want to spend my day inputting data. I went with CCH Axcess and jumped on the Essentials bandwagon. I can spend more time with my clients talking about the numbers, not figuring out if they are right. It's such a time-saver for me."

Jamie Scott, CPA
Empower Ventures, LLC

Resources for smaller firms

Building your small firm's ideal tech stack

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.

Download the White Paper

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.

Download the White Paper

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.

Download the White Paper

Talk to a solutions consultant

Find out how Wolters Kluwer solutions can help your small firm.