Usability: Empowering every level of the team
Tax research tools must be intuitive enough for junior staff to use independently, yet powerful enough to support senior advisors in high-stakes scenarios. If a team doesn’t understand the software they’re using, it could result in wasted time and money, compliance failures, even client mistrust. As one panelist in a recent industry roundtable put it, “It’s very easy to use. I can give it to a first-year staff member, and they can figure it out.” This kind of accessibility fosters learning, reduces bottlenecks, and builds confidence across the firm.
Another speaker emphasized how usability translates into real-world efficiency, saying, “I don’t have to go through 10 different links to find what I’m looking for. It’s just right there.” Proof that when answers are easy to find, professionals can spend less time digging and more time advising.
Reliability: Trusting the source
In this era of AI-generated content and open-source platforms, the reliability of tax research tools is under scrutiny. Tools like ChatGPT, government web sites, or other tax research solutions may offer information, but they often lack the depth, accuracy, and context needed for professional-grade work. As one participant noted, “I don’t trust ChatGPT to give me the right answer. I trust AnswerConnect.”
This trust is rooted in consistent, vetted content. “I know that if I’m using AnswerConnect, I’m getting the right answer. I’m not going to be embarrassed in front of a client,” said another participant in the panel. That kind of assurance is invaluable when your reputation — and your client’s financial future — are on the line.
Integration and workflow
Reliable research tools also integrate seamlessly into broader workflows. One speaker praised the connection between their tax software and research platform: “It’s integrated with CCH Axcess, so I can go from my tax return to the research tool without leaving the environment.”. This kind of synergy reduces friction and supports a more holistic approach to client service.
Why it all matters
Tax professionals aren’t just compliance officers anymore — they’re strategic advisors. To deliver on that promise, they need tools that are both usable and reliable. Tools like CCH AnswerConnect and
CCH Axcess™ empower teams, protect reputations, and ultimately help firms deliver smarter, faster, and more confident advice.
Bottom line: When tax research is usable and reliable, everyone wins. Contact us now to learn more.
