CCH ProSystem fx Tax customer reviews how the software supports multistate taxation

“The tax software supports the complex areas that we encounter through multi state taxation,” explains Gifford. “Our industry niches are probably not anything unusual for where we're located—we're heavy in agriculture. But what's come to be a big, complex item for us is multistate taxation, and the power of ProSystem fx to deliver help in that arena has been very, very beneficial to our firm.” 

Building efficiency with a digital tax workflow

One way Gifford ensures the efficiency and accuracy of the firm’s tax preparation process is through integration and automation in the individual and business tax workflows. The firm uses CCH ProSystem fx Scan with AutoFlow Technology to populate individual returns.

According to Gifford, “We scan everything on the front end; about 25% of our returns have been autoflowed and funneled into the into the tax return.”

For business returns, the firm uses digital work papers and trial balances in CCH ProSystem fx Engagement to streamline data entry. Gifford explains, “We like using the Engagement trial balance, and then being able to reference from the trial balance back to our work papers. We feel that's the most efficient way to do that within Engagement.”

Increasing staff engagement and improving client experience

Automating the data entry process for individual and business tax returns has multiple benefits for the firm, besides simply saving time. By redirecting away from data entry, staff can focus on reviewing data becoming more engaged in client service.

“I think we're finding ourselves to constantly change from a data input environment to more of a data review and manipulation environment,” says Gifford. “So we're trying to find ways to fully use of the technologies to AutoFlow information to the returns or to the trial balances. And we're asking our staff to be more engaged in solutions for our clients than in the data input to generate the tax return for the client.”

With CCH ProSystem fx Tax, Gifford & Cox, LLC has created a digital tax workflow that helps them manage even the most complex returns in the most efficient way possible.