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Wolters Kluwer

Wolters Kluwer is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG.

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    • Health

      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

      Health Overview
      Solutions
      • UpToDateIndustry-leading clinical decision support
      • OvidThe world’s most trusted medical research platform
      • UpToDate LexidrugEvidence-based drug referential solutions
      • Simplifi+ Pharmacy ComplianceAn automated suite of compliance solutions to optimize your operations
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      Enabling tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

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      • Tax & Accounting U.S. HubCentral hub for all U.S. solutions
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    • ESG

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      Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.

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      • CCH TagetikUnified performance management software
      • eOriginal eOriginal securely digitizes the lending process from the close to the secondary market
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      Serving legal professionals in law firms, General Counsel offices and corporate legal departments with data-driven decision-making tools. We streamline legal and regulatory research, analysis, and workflows to drive value to organizations, ensuring more transparent, just and safe societies.

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    3. Visual dashboards drive decisions that fuel firm growth
    Small Firm Resources
    Tax & AccountingOctober 18, 2022

    Visual dashboards drive decisions that fuel firm growth

    By: Wolters Kluwer Tax and Accounting

    Data is essential to nearly every business these days—from bakeries relying on sales trends to order the right amount of ingredients to physician's offices mining Google analytics to market to potential patients. Data has always been key for accountants: the original spreadsheet jockeys. But in today's fast-moving, tech-driving environment, a spreadsheet is definitely not the best tool to store, access, and analyze your firm's data.

    Making the most of your firm's data is an often-overlooked element of an optimized workflow. Forward-looking firms know that automated accounting workflow software can help them leverage data to make better business decisions that will increase efficiency, productivity, and profitability.

    To support your firm's business goals, it may be time to consider the bigger picture when dealing with data.

    Don't drown in unstructured data

    Spreadsheets may be an accountant's workhouse tool, but they're not without their limitations.
    When you're using disparate sources of unstructured data that aren't tied together by an integrated software solution, it's easy to miss an important piece of information. It also can be challenging to distinguish which data is valuable and why because it's much harder to track trends.

    If your firm isn't using an integrated data dashboard as part of its tax and accounting workflow, you may find that you:

    • Spend so many hours every month compiling data from multiple sources that you never get around to analyzing it
    • Have to delay and restate reports because of time-consuming reporting processes, which can impact your profitability
    • Struggle to understand pages and pages of static data without spending hours on lengthy analysis

    Drive decisions with dashboards

    Every tax and accounting professional knows you need to see the big picture and every moving part of a client engagement. A broader view of how all projects play out allows stakeholders to spot trends and identify project-specific problems early when there's still time to take action.

    It's a view you can't get from even the most comprehensive, complicated spreadsheet. To truly be able to use information insights to drive decisions, you need the highly visual dashboards that turn your accounting workflow software into a data-driven machine. Whether you want to benchmark business performance with real-time key performance indicators (KPIs) or leverage data to know if and when it's time to scale up your business model, easy-to-read visuals provide valuable insights you can rely on.

    Dashboards integrated with your existing technologies and powered by your internal data put your big picture in focus and give you:

    • More time to analyze the information thanks to integrated systems that share data and report-building time
    • Clear visibility with near real-time data so you can focus on taking action to improve KPIs
    • At-a-glance understanding with data visualization, drill-down, and filtering capabilities to help find critical insights
    • Quicker decision-making ability, freeing up time for staff to respond to changing priorities and make adjustments critical to engagement success

    Workflow automation software helps harness data

    With workflow automation software from Wolters Kluwer, your team can harness data to make decisions that drive growth rather than drowning in data.

    Using data-driven dashboards will help your firm be more successful, but there are so many more ways that optimizing your workflow can support your goals of peak efficiency and client visibility.

    Workflow solutions from Wolters Kluwer can help your firm rethink its routing sheets, minimize email fatigue, create consistent processes, use dashboards to drive decisions, and promote accountability through visibility. Learn more now.

    Wolters Kluwer Tax and Accounting

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

    Explore related topics

    Expert insightsWorkflow automationWorkflow Management
    Firm Management

    Learn how firm management can help your firm be more efficient, meet growth targets, and adapt to changing business environments.

     

     

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    Related insights

    Making the switch: How two firms are building smarter workflows with CCH Axcess™ Elevating the profession with tax automation Innovating tax workflows: The AI-driven flywheel effect

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    • Making the switch: How two firms are building smarter workflows with CCH Axcess™
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      July 01, 2025

      Making the switch: How two firms are building smarter workflows with CCH Axcess™

      A conversation with two firms who made the switch to CCH Axcess offers a practical look at how firms are using integrated technology to work smarter.
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    • Tax relief for victims of Missouri severe storms, straight-line winds, tornadoes, and flooding: IRA and HSA deadlines postponed
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      June 27, 2025

      Tax relief for victims of Missouri severe storms, straight-line winds, tornadoes, and flooding: IRA and HSA deadlines postponed

      Due to destruction caused by severe storms that took place in parts of Missouri beginning May 16, 2025, the IRS has announced that affected taxpayers will receive tax relief. As a result, certain IRA and HSA deadlines are extended.
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      Modernizing payments: The shift from paper checks to digital

      The US Treasury's mandate to end paper checks by 9/30/25 will impact all tax preparers. Learn how to best support your clients during this transition.
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      Due to destruction caused by severe storms that took place in parts of Mississippi beginning March 14, 2025, the IRS has announced that affected taxpayers will receive tax relief. As a result, certain IRA and HSA deadlines are extended.
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