Implementing and enforcing a digital tax workflow
In addition to CCH Axcess Tax and CCH ProSystem fx Scan and AutoFlow, HeimLantz also uses CCH® ProSystem fx® Engagement to help maximize efficiencies within the firm’s digital tax workflow. As Smith can attest, implementing products like these isn’t a one-day process. It takes not only planning but a commitment to consistency in the ongoing process.
She says that the decision to use Wolters Kluwer technology was easy to make. Partner Tom Lantz, Jr. brought the products to the firm’s attention as something worth looking into for its ability to provide access both in the cloud and outside of it. “That, in itself, made it very simple to pursue as soon as it became available. Then we brought in two of the reps to discuss what CCH Axcess Tax could do and it was a no-brainer after that.”
“Making a smooth transition was all about mindset,” Smith says.
A seamless conversion and new processes
She says it helps that the conversion to CCH Axcess Tax was seamless. ”We had a dedicated account representative who migrated all of our tax returns. So once we logged into CCH Axcess Tax, you could see I think five or six years’ worth of tax return history and everything worked seamlessly. It was really nice to be in a cloud environment. It was wonderful.”
To keep things working smoothly, the firm focuses on continuous training and enforcing processes with its people. “We tell them, ‘Here’s the new process. Please follow it. It’s good for everyone.’ It really has a big impact on the overall quality of our tax returns,” she says.
