3 reasons to build a relationship with your tax technology vendor

According to recent research, most accountants think their tax software vendors are meeting their needs across a variety of metrics. What’s more, firms that identify as technology innovators and early adopters are more likely to report that their needs are being met. These technology-forward firms often work closely with their tax technology providers, adopting best practices and providing feedback on new features and enhancements.

Building and maintaining a good working relationship with your tax technology vendor can be a mutually beneficial experience.  

Help clients and staff collaborate and grow

Technology vendors work with thousands of firms. Their product development, training and support teams bring years of accounting technology experience that can enable firms provide better client service and more efficient staff.

At Gifford & Cox, Kyle Gifford has partnered with Wolters Kluwer to implement technology solutions that benefit the firm. He says, “When I think of Wolters Kluwer, the first thing that comes to mind is a partner in our firm that helps us deliver not only services to our clients, but also bringing our staff together to collaborate and grow, learn, develop.”

He continues, explaining that the firm uses CCH Axcess software because of the tight integration. “We use many of their products and have for my entire career. And we keep adding more and more to it because we believe in the integration benefit that we're going to see coming forward.”

Be a part of the innovation process

Most professional accounting firms do not have the technical resources and experience to stay on the leading edge of technology. By partnering with technology providers, firms can benefit from innovative technology like artificial intelligence, predictive analytics and machine learning.

Valerie Fohne, of Anders CPAs + Advisors, describes what she values about the firm’s relationship with Wolters Kluwer. “When I think of Wolters Kluwer, I always think of innovation. They're constantly improving and looking for the best thing to help their customers.”