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Tax & AccountingFebruary 22, 2023

3 steps to achieve a successful software implementation

Taking on a significant technology transition can feel daunting, and switching tax software can be a hassle. But the team of experts at Wolters Kluwer make the process as painless as possible. CCH Axcess implementation consultants have helped thousands of firms switch from one tax solution to another – such as CCH Axcess Tax – by focusing on three essential steps to a successful launch: Planning & Implementation, Consulting, and Post-Implementation Support. Here’s how they can help you too.

Step 1: Planning and implementation

A consultative implementation process helps ensure firms get up and running with their new software as quickly as possible. The planning and implementation phase will include:

  • Scheduling the different stages of the implementation
  • Forming a champions team
  • Preparing, installing and configuring the software
  • Converting data from the old system to the new system

The implementation phase should extend 30 days after end-user training to ensure everything is up and running.

Step 2: Training and consulting

Purchasing new software is a major investment for most firms. Proper training and consulting are critically important to maximize return on investment and realize the benefits of the new solution.

Training should be tailored to specific roles within the firm so that staff can focus on the features that they will be using. Administrators need different training than professional staff, and the champions team should get additional training on set-up, configuration, and best practices.

Step 3: Post-implementation support

Once the software is up and running in the firm, post-implementation support will help keep everything running smoothly. Support includes on-demand knowledge base articles, interactive user communities, access to online support tickets and live chat, as well as account maintenance options for self-service payments and software renewal.

A new eBook, 3 Steps to Achieve a Successful Software Implementation, explores each of these areas in depth so firms can get a better understanding of the process involved with implementing new tax software.

Switching tax software can be a hassle at the best of times, but with the right tools and training, firms will reap the rewards of upgrading their technology. 

Download the ebook
Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency.
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