Join us as we shine a light on the cutting-edge API strategies and integrations that are revolutionizing the way accounting firms operate. Whether you are a developer, a technology administrator, or a firm leader, API Spotlight offers a unique opportunity to gain valuable knowledge and learn best practices for leveraging APIs in your organization.
In each 10-15 minute episode, CCH product experts and thought leaders take the stage to share their insights, experiences, and practical use cases, providing you with a deep understanding of how APIs can drive efficiency, enhance productivity, and unlock new opportunities.
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Realized benefits of the Tax Transfer API
In this episode, we're joined by Kenny Cheung, Director of Innovation and Technology at Grassi. We explore how Grassi has leveraged the Tax Transfer API to improve their tax processes, making their operations more efficient and effective. Kenny shares his experiences in managing the integration of this technology into the firm's workflow. We discuss the challenges and successes of change management, providing insights on how to lead practitioners through the transition to new processes. Gain valuable advice on making the case for technology investments in your firm.
Harnessing the power of Tax Transfer APIs
In this episode of API Spotlight, we are thrilled to have Rod Lear, Senior Technical Product Manager, shed light on the Tax Transfer APIs. Join us as Rod shares invaluable insights into how these APIs empower accounting firms to seamlessly transfer tax data into and out of a return. Uncover the potential of Tax Transfer APIs as Rod showcases real-world applications for importing and extracting tax return data, including automating the initial review of return amounts against workpapers, providing analytics and reporting for firm performance, and more.
Exploring Wolters Kluwer's CCH Axcess API strategy
In the first episode of API Spotlight, we delve into Wolters Kluwer's CCH Axcess API strategy. Join Shahbaz Khan, Associate Director of API Program and Partners and Adam Orentlicher, Senior Vice President of Product Software Engineering, as they provide a comprehensive introduction to APIs and share insights into our innovative approach. Discover how our API strategy enables seamless integration and enhances productivity within the CCH Axcess platform. Gain valuable knowledge and learn best practices, tips, and tricks to ensure a seamless and successful integration process. Whether you are a seasoned developer or new to the API landscape, this session will equip you with the knowledge and guidance needed to harness the full potential of APIs.
Future episodes
Check back monthly for new episodes
Unlocking efficiency with Document Management APIs
Join us as Document technology expert Bethany Ferreira, explores how the CCH Axcess Firm Management APIs enable innovative integrations using data from Axcess Document and CCH Axcess Portal. Discover real-world use cases, such as automating file storage, uploading files with publishing options, creating approval processes for uploaded documents, and managing tasks from external applications. Firm Management APIs transform firm management workflows, enhance collaboration, and unlock the power of data and documents.
Streamlining projects with Workflow APIs
Join us for the next episode of "API Spotlight," as Amol Marathe, Lead Technology Product Manager, shares insights into the CCH Axcess Workflow APIs (formerly XCMAPIs). Discover how these APIs enable seamless integration with external applications, allowing you to create and update tasks, sign off on tasks, manage checklists, issue points, and more. Learn how the CCH Axcess Workflow APIs streamline project management processes, enhance productivity, and unlock the potential for comprehensive reporting and analytics.
Innovating time & billing with Practice Managment APIs
CCH Axcess Practice technology expert Christopher Robbeloth shares insights on the transformative impact of APIs on practice management. Explore real-world use cases such as seamlessly importing time and expense data from external applications, efficiently looking up open invoice amounts for clients, and extracting critical client details for enhanced dashboard presentations. Discover how these integrations can optimize your workflow and elevate your client service experience.
Accelerating audits with CCH Axcess Common APIs
In this episode of "API Spotlight" Colleen Knuff, Vice President of Product Management for CCH Audit Products, will discuss the power of CCH Axcess Common APIs and their seamless integration with CCH Axcess Engagement, revolutionizing the audit process. Discover how the CCH Axcess Common APIs enhance audit workflows. Explore real-world use cases, such as enriching integrations by keeping applications up to date with firm list changes, syncing client data with external software platforms, and importing new staff using SSO.
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