Getting clients to provide complete tax information on time is a challenge — plain and simple. CCH My1040Data was built with that in mind and is designed to minimize the frustration of data collection by making it easier for your clients to submit their forms and information throughout the year.
With this dynamic online tax organizer, your clients will spend less time inputting information and you’ll spend less time tracking it down. In fact, the software includes features that will:
- Streamline your tax prep and compliance workflow
- Simplify client questionnaires
- Eliminate unnecessary back-and-forth communications
CCH My1040Data is different from other online organizers. Where other solutions simply collect data, CCH My1040Data allows you to track the progress of each client, helping you stay organized and on schedule.
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Client Personalization
Personalized digital client organizers take data from your client’s previous year tax return and imports it into this year's questionnaire, allowing them to have a starting point that they can update with new information.
Dynamic Questionnaires
Responsive data collection dynamically updates only those questions that are relevant to your client, which keeps them engaged since it prevents them from wasting time answering questions that don’t apply to them.
Flexibilty When Entering Client Data
Flexible data input methods enable your clients to manually enter data or attach documents that correspond with each section. In fact CCH My1040Data allows them to include digital files, photos, scanned forms and notes.
Automatic Links to Client Statements
Automatic Document Retrieval lets your clients create a connection to over 300 of their online financial institution accounts to retrieve the year-end tax statement automatically.
At-a-Glance Updates via Online Tracking
Status Tracking provides an at-a-glance update highlighting the progress each client has made toward providing all of their information.
Digital Tax Workflowv
Integration with our CCH Axcess™ Tax and CCH® ProSystem fx® Tax solutions ensure a streamlined, end-to-end digital tax workflow.
Interested in Saving Time via Digital Tax Organizers?
Learn how CCH My1040Data can help you transform the process of collecting client data.
See CCH My1040Data in Action!
Take a few minutes to watch this video to see how the CCH My1040Data online tax organizer can simplify and speed up the collection of client data and ultimately your tax prep workflow.