With evolving tax laws and regulatory changes continuing, it is no surprise that firms expressed keeping track of tax laws and changes as a top issue in the 2024 Future Ready Accountant Report. The good news is that as the accounting professional changes, advanced technologies can help firms address their challenges and achieve their goals. One such is CCH Axcess iQ, which leverages predictive intelligence and advanced technology to help firms:
- Boost client engagement and retention
- Identify which law and regulatory changes affect specific clients
- Gain a complete understanding of tax law and regulatory changes within minutes
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Resources for existing customers
Leverage predictive intelligence in your CPA firm advisory services
Boost client engagement and retention
With CCH Axcess iQ you can shift from providing reactive services to proactive services, distinguishing yourself as a high-value advisory service provider. CCH Axcess iQ leverages predictive intelligence to help you proactively suggest the services your clients have been asking you for, or don’t yet know they need.
Identify impacted clients
With CCH Axcess iQ, firms can quickly identify which law and regulatory changes affect specific clients, the impact those changes have on their tax returns, and opportunities to deliver higher-value tax advisory services to those clients; resulting in saving clients money and improving the level of service offered.
Gain a complete understanding of law and regulatory changes
With the constant changes in tax legislations, it can be difficult for staff to stay informed and efficiently deliverable actionable tax news and information to clients. Our world class research and learning team provide you with the automated insights, saving your firm critical time during busy season and throughout the year, ensuring you are able to provide your clients with higher-value services.
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Recommended CPA firm resources
Check out these white papers and resources to discover how you too can benefit from a digital tax workflow.
Heymann, Suissa & Stone keeps clients informed using CCH Axcess iQ
As a managing partner at Heymann, Suissa & Stone, P.C, Daniel Suissa saw the potential CCH Axcess iQ could bring to his firm, allowing staff to access real-time information, quickly and easily learn about federal and state legislation changes affecting clients and deliver higher-value advisory services to those clients. Find out why and what other products the firm has used to transform their tax and accounting workflows.
3 Ways predictive intelligence can help modernize your firm
Uses artificial intelligence to identify areas of future concern.
The agile accountant: Responding to a changing landscape
White paper by L. Gary Boomer
Best practices for providing strategic advisory services
Shift from reactive to proactive to provide higher-value advisory services.
Empower your staff and elevate your client relationships with technology
On-demand webinar featuring customer, Peter Wesch, Tax Principal at Smith Marion & Co.
Additional resources
Discover CCH Axcess Solutions
As the accounting profession's first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.
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