10 Must-Have Capabilities in Tax Software ebook
Tax & AccountingJanuary 31, 2023

eBook: 10 must-have tax software features

Can your tax software keep up with rapid changes in the profession?

Having the right tax technology as the foundation for your firm’s tax preparation workflow has never been more important. The last several years have seen an increased pace of change in tax regulations and filing deadlines. Tax professionals are expanding their knowledge about newer areas of tax, such as cryptocurrency

Firms have been challenged to recruit and retain the best talent, including staffing up with extra preparers during the busy tax season. Today’s tax professionals value effective, efficient technology and the ability to work remotely.

Client expectations also evolved. Clients now demand a smoother, more technology-enabled experience with their tax and accounting firm. They value expert insights, convenience, and timely service delivery more than face‑to‑face meetings.

To deal with faster change and overcome resource challenges, tax and accounting firms need technology that automates the tax workflow, saves time, and creates a better client experience. To leverage the greatest value from tax software, it’s essential to consider the needs of your firm, preparers, and clients. Not all tax solutions drive the desired efficiency, data insights, or client experience. Our new e-book, 10 Must-Have Capabilities in Tax Software, outlines the tax software features modern firms need in a cloud tax preparation platform.

CCH Axcess TAx
Sign up for a customized product demo
Take advantage of an intelligent, scalable and fully integrated tax preparation, compliance and workflow solution that’s been developed specifically for the cloud and is suitable for firms of all sizes.

Cloud tax preparation solutions that grow with your firm

The future holds tremendous potential for firms taking bold steps with digital transformation. Cloud-based tax preparation technology helps firms attract the best talent, manage an increasingly mobile workforce, collaborate effectively with clients, and deliver more valuable services.

Tax professionals know client experience matters from both a retention and referral standpoint. That’s where the right technology comes in — technology that supports effective firm management and tax preparation and fuels growth. Firms should rethink tax workflows to better leverage automation, create efficiencies, and improve client service.

If your firm is evaluating new cloud tax solutions, add the ten tax software features discussed in this eBook to your list of technical requirements. Leveraging CCH Axcess advanced technologies and robust integration points can transform your tax workflow to be more fluid and productive — from preparation to final sign-off and delivery.

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.
Tax Software Solutions

In the cloud or on premise, find the solutions you need to supercharge your tax preparation productivity.

In the cloud or on premise, find the solutions you need to supercharge your tax preparation productivity.
Back To Top