Award-winning cloud-based solution adds new client collaboration capabilities including tailored organizers and missing or open items lists.
“Tax season can be a challenging time for accountants and clients,” said Glen Keenan, VP & Segment Leader - Firm Management, Wolters Kluwer Tax & Accounting North America. “By making it easier for clients to provide information to their accountants, CCH Axcess™ Client Collaboration not only saves time for accounting firms but helps remove some of the burden from clients, improving the relationship between clients and their firms.”
Key enhancements and new features in this latest CCH Axcess™ Client Collaboration release include the following:
- Personalized organizers: A natural extension of the existing tax organizer that was designed to greatly reduce the number of questions clients must answer, the new personalized organizers feature new Schedule C and Schedule E organizers. Prior year businesses are displayed, and clients can click into each business to view prior year details and provide current year amounts. They can easily add new businesses or rental properties or indicate when a business or property was disposed
- Simplified task list: The client Task List has been redesigned and simplified. Clients can easily see the tasks they must complete and in which order. Progress indicators are synchronized back to the firm dashboard, allowing both the client and the firm to see the client’s progress in real time. A new missing and open items option makes it very easy for clients to see when the firm needs additional documentation
- New overview dashboard: A new firm overview dashboard provides the firm’s management team with a visual view of client requests in their various stages of completion. With the ability to drill down into any status to view or interact with client requests, managers now can now track work throughout their office or firm more easily
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.