There may be plenty of reasons to change tax software, but one concern can keep firms with a system they've outgrown: switching sounds like too much work.
Moving years of tax data, configuring a new system, training employees and getting everyone ready for the next filing season can seem daunting. But the right migration process can remove much of that burden. With CCH Axcess™ Tax, implementation, conversion, training and onboarding resources are designed to help your firm make the move with confidence.
If concerns about disruption are keeping your firm from considering a better long-term solution, here’s what you should know about making the switch.
Start with a transition plan
The CCH Axcess implementation process uses a milestone-based approach, with previous steps completed before the next stage begins. Firms work with a coordinated team that can include scheduling coordinators, implementation specialists, and training consultants, along with self-service tools for managing implementation tasks.
Implementation consultants focus on making firms successful in the new software so they can quickly realize the benefits of their investment. The Wolters Kluwer implementation consultant team has a mix of technical, analytical, and project management skills that will reduce the challenges often associated with onboarding a new software platform.
This structured approach can help turn what initially feels like a major technology change into a series of more manageable milestones.
Before implementation begins, think about what success should look like for your firm. Consider which processes you want to improve, who will be affected by the change, and what employees need to learn before they begin working in the new system.