Expert solution empowers smaller firms with the award-winning collaboration, compliance and centralized firm management capabilities that larger firms have already benefited from.
- Accuracy & ease-of-use. Built-in diagnostics with alerts notify users about incomplete returns or tasks, highlight changes requiring review, and identify conflicts to be resolved. A user-friendly interface and customizable client correspondence templates can be saved and reused to simplify adoption and onboarding
- Staff and client collaboration. Collaboration features help drive productivity and customer satisfaction. An integrated dashboard eliminates wait time by immediately notifying staff when a return needs attention. Clients experience unmatched convenience with instant access to their financial statements, source documents, tax returns, and more
- Enhanced security. Data is protected and stored in a data center with hardware and Web Application Firewalls, secure network architecture, and intrusion protection. Advanced data encryption techniques are used to secure client files uploaded to CCH Axcess™ Portal
- Centralized firm management. Information is stored in the cloud and presented via easy-to-understand dashboards to help reduce overhead and increase efficiency. A single integrated database keeps all information accurate, complete, and consistent, saving staff time on data entry and reducing errors with data entered once and automatically populated throughout the system. Staff have the convenience of accessing client data from anywhere at any time
About Wolters Kluwer Tax & Accounting
Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.