One frictionless experience: New, expanded functionality lets individual and business tax return clients know exactly what documentation is needed and allows quick, easy upload in one secure portal
With the latest release of CCH Axcess Client Collaboration, Wolters Kluwer Tax and Accounting is making tax season easier and more time efficient for tax professionals and their clients who file individual and business returns.
CCH Axcess Client Collaboration Helps Tax Pros Address Their #1 Challenge: Late and Unprepared Clients
In the Wolters Kluwer annual industry trends survey, respondents ranked late and unprepared clients as their number one challenge. New functionality available in CCH Axcess Client Collaboration addresses this challenge head on, by making it possible for firms and their clients to manage all tax workflows for both individual and business returns, in one personalized, secure collaboration platform. Now, individual and business return clients know exactly what tax documentation is due, and when, and can quickly update those documents all in one place.
Nate Brown, Vice President, Firm Management, Wolters Kluwer Tax and Accounting North America, said:
“We know that most of our customers’ tax clients are busy small business owners or professionals who just want to get through tax time as quickly and painlessly as possible. They don’t have time to learn how to use one system for their 1040 return and a different system for their business returns. Now, with CCH Axcess Client Collaboration, they won’t have to.”
During this week’s CCH Connections User Conference, in Tampa, Florida, Wolters Kluwer is giving attendees a first look at the latest release of CCH Axcess Client Collaboration.
The solution’s newest features now empower firms to:
- Create tax return requests for S-corps, C-corps, partnerships, fiduciaries, employee plans, and non-profits
- Enhance the client experience by using existing – or configuring custom versions of –engagement letters, questionnaires, and document request list templates that guide business and individual clients through the tax return process, step-by-step
- Save clients time and frustration by providing a single, secure portal where they can upload and share all documentation needed for both 1040 and business returns
- Reduce the last-minute scramble to find receipts and documentation at tax time, by providing clients with a secure area to upload and store documents as soon as they become available, all year long
Firms who want to improve efficiency and deliver a more convenient, seamless, time-saving client experience can register for a live demonstration of CCH Axcess Client Collaboration.
PLEASE NOTE: These materials are designed to provide accurate and authoritative information in regard to the subject matter covered. The information is provided with the understanding that Wolters Kluwer Tax & Accounting is not engaged in rendering tax advice or accounting, legal, tax or other professional service.