New client dashboard, enhanced filtering, and growing tax event library further enhance firms’ ability to increase quality of service and generate value.
During its annual CCH Connections User Conference, today Wolters Kluwer Tax & Accounting showcased several new, powerful features in its groundbreaking CCH Axcess™ iQ solution, which leverages artificial intelligence and predictive analytics to help firms turn complex regulatory and legislative change into engagement opportunities. Part of the award-winning CCH Axcess™ platform, CCH Axcess iQ helps firms automatically analyze their CCH Axcess™ Tax data against hundreds of tax legislation change triggers to identify potentially impacted clients.
With the latest CCH Axcess iQ release, available to customers in early November, firms will have access to new powerful features that help them uncover proactive engagement opportunities with clients.
- Client Dashboard Pane. Firms can now start identifying opportunities for engagement with particular events and seeing which clients they affect, or by using the new Client Dashboard pane to find all tax events that have implications for a particular client.
- Filtering of Results. Tax & accounting professionals have access to additional filtering options beyond tax year and firm staff view. For example, multi-office firms can filter out clients when they want to see just those handled by a specific office, while the tax signer filter lets the individual person within the firm see only the tax events and affected clients for those returns where they are the signer.
- More Trigger Events. The number of events being published monthly to the tax event database has been accelerated, increasing from about 150 at the start of the year to just about 400 right now, providing firms with more opportunities to advise clients and grow revenue.
“When we launched CCH Axcess iQ last year, we knew it was a gamechanger that would quickly help firms find opportunities to capitalize on the growingly complex and constantly evolving legislative and regulatory landscape, to enhance client service, and to drive firm growth through digital transformation,” said Jim McGinnis, EVP and General Manager, US Professional Market, Wolters Kluwer Tax and Accounting North America. “The new enhancements being announced today result from the time we’ve spent with CCH Axcess iQ users over the past year, their continuous feedback, and the strategic investments in technology innovation that we’re making to help tax & accounting professionals work more efficiently, be more productive, and have the tools they need to forge tighter relationships with their clients.”
CCH Axcess iQ is built with intelligent insights from the Tax Cuts and Job Act as well as 2018 legislative events. Examples include coverage of the passthrough entity concerns, issues with interest income, research credits, and other critical topics leveraged in thousands of fields within CCH Axcess Tax. In one easy step, professionals can review their dashboard of intelligent insights and leverage automatically generated communications to engage clients with strategic counsel about recommended next steps.
“We are excited about the new functionality being introduced in this latest CCH Axcess iQ release, which will help us identify opportunities with clients more quickly and spend less time achieving top line growth,” said Allen Kutchins, Partner, Kutchins, Robbins & Diamond Ltd.