Everything a small firm needs

At Wolters Kluwer, we are committed to helping small firms with the tools, resources, and insights they need to achieve their goals. The future has never been brighter for small firms, and forward-thinking accountants are finding exciting and innovative ways to capitalize. Your journey starts here, and we are thrilled to be a part of it. 

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Building Your Small Firm's Ideal Tech Stack
How do small firms — who often differentiate themselves with exceptional customer service and the personal touch — set themselves up for success?

It starts with aligning your resources with your growth goals. The right tech stack — one that helps your firm balance people, processes, and technology — can help. 
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Small firm spotlight:
Messari Group
"I was looking for [software] that was more user-friendly for me and my clients and was recommended to me by other CPAs."

Gina Polk, CPA
Owner & Partner
Messari Group
Resources for smaller firms
Tech for the Lifecycle of a Growing Firm
Technology for the lifecycle of a growing firm

Our partners from Boomer Consulting walk you through seven things you should consider when choosing new technology to meet your goals at different stages of your firm's lifecycle. 

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The Definitive Guide to Starting Your Accounting Firm
The Definitive Guide to Starting Your Accounting Firm

Have you been considering breaking out to start your own firm, but the prospect of creating a new business feels... overwhelming? This guide will walk you through what you should be considering as you start an accounting firm from scratch.

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A Flexible Technology Foundation White Paper on Tablet
A Flexible Technology Foundation: A Solid Basis for Small Firm Growth

A cohesive tech strategy allows accounting professionals to operate more efficiently, streamline tech decisions, and implement solutions once for the firm, rather than piecemeal and often at a great cost.

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CCH® AnswerConnect’s Small Firm Resource Kit
Across the country, tax professionals are actively researching ways to help their clients maximize their tax savings. CCH AnswerConnect’s Small Firm Resource Kit is your go-to for expert insights into key strategies and techniques, including quick reference tools, guidance and the latest tax updates.
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Focus on efficiency: Doing more in your small firm
New Employee Training
How to take the pain out of switching tax software
Switching software can seem intimidating, but the outcome is worth the effort when it means saving time in the long run. Find out how our implementation team helps firms navigate through the process. 
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Building Your Small Firm Tech Stack White Paper
Be more competitive by adopting a larger firm mindset
Not all small firms are looking to become larger, but with a larger firm mindset, many smaller firms can achieve a level of productivity and profitability that was formerly out of reach.
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Emerging Trends in Workflow Technology
Pick a practice management system that helps meet your strategic goals
Tracking time to use for client billing and estimating projects is essential. However, if that’s all your practice management system can do, you’re missing a big piece of the puzzle. 
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Use SMART goals to help your practice achieve success
Each public accounting firm and tax practice has a unique definition of success. Before you set strategic goals for your firm, its important to identify what success means for you. The SMART framework is a powerful tool to improve your odds of succeeding. 
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Focus on growth: Achieving your goals

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Growth strategies for building a high-volume tax firm
Fast-paced, high-volume firms need a scalable technology infrastructure and a multi-year plan to succeed. By following these tips, firms can achieve volume-based growth that is sustainable as well as profitable.
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Deliver successful client service by working smarter.
Growth strategies for building a premium tax firm
High-growth, high-touch firms need the right software to provide the premium client experience that defines boutique firms. By focusing on quality and expertise, these firms can meet their growth goals without sacrificing service. 
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How to Ensure Effective Communication with Different Personality Types
Leverage technology to remove growth restrictions
If your firm’s growth strategy is focused on freeing up time to take on higher-value advisory services, take a good look at where you’re focusing the majority of your time and resources—and the role your tech stack plays. 
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Simplified Tax Accounting Rules for Small Business

Keep customers happy with tools that foster collaboration

Higher profits, more clients, more services. If these sound like your firm’s growth goals, never forget that achieving them will always come back to one important task: Keeping your clients happy.  
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Find the right tools for your firm

Explore solutions and tools to meet your firm's unique needs.
Contact a Solutions Consultant Today
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Tax software for smaller firms

The best-in-class software you need. Support you can rely on. A price you can afford.
As a smaller firm, you may feel like you need to choose between price and performance. Don’t settle for just one. Whether you're looking to accelerate your growth in the cloud or stay grounded with powerful on-premise software, you'll find our new package options provide industry-leading features at a budget-friendly price. Plus, professional training and support are included to ensure you are primed for years of success.
See the Software Options for Smaller Firms

Wolters Kluwer solutions for small firms

More Small Firm Packages
CCH® ProSystem fx® Tax with Quick Start
For accounting firms with up to four users, CCH ProSystem fx Tax with Quick Start provides efficient, on-premises tax preparation software that will help you automate processes, increase productivity and maximize profitability. 
CCH ProSystem fx Tax with Quick Start
CCH Axcess™ Tax with Quick Start
Whether you're looking to ease capacity challenges by increasing efficiency or grow your firm by adding new services, CCH Axcess Tax with Quick Start can help you meet your goals. Available for accounting firms with up to four users.
CCH Axcess Tax with Quick Start
ATX®

File returns fast with an easy-to-use, form-based interface, complete with a library of over 6,000 tax forms. 

 

Multiple packages available. 

ATX Professional Tax Software

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Find out how Wolters Kluwer solutions can help your small firm.

The latest tax & accounting news
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Consider estimated tax payment deadlines as an opportunity to connect with clients
While it’s easy to “set it and forget it” by including the required payment amounts for each of the four 2023 estimated tax payment due dates these are ideal times to touch base with clients.
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Tax professionals and taxpayers: Beware of ERC scams

As taxpayers and tax professionals continue to see a barrage of aggressive promotions involving the Employee Retention Credit, the IRS is renewing its alert for signs of misleading ERC claims. 

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Backdoor Roth IRA: A tax-saving strategy for some high earners
Many tax professionals are looking to offer their clients value-added planning services. One approach for many individuals to consider is a backdoor Roth IRA.
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Deceased taxpayers have to file an income tax return, just like the rest of us 
There are only two things certain in life – death and taxes – or so the saying goes. And even in death, a final tax return must be filed.
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