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      高信頼性の臨床技術とエビデンスをベースにしたソリューションによって、優れた意思決定と結果をあらゆる医療分野で実現します。臨床における有効性、ラーニング、研究、安全性に特化しています。

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    4. Digital Tax Workflow
    Digital Tax Workflow
    Tax Software

    Digital Tax Workflow

    A digital tax workflow streamlines every step of the tax prep process, from obtaining client data, to preparing and reviewing returns, to delivery of the finished tax return to the client and invoicing.
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    Tax & Accounting
    • CCH Axcess™

      Spend more time on the work that matters most to your clients and your bottom line with a seamless platform for tax, audit and firm management. Trusted by 90 of Accounting Today's Top 100 Firms.

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      Spend more time on the work that matters most to your clients and your bottom line with a seamless platform for tax, audit and firm management. Trusted by 90 of Accounting Today's Top 100 Firms.

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      Spend more time on the work that matters most to your clients and your bottom line with a seamless platform for tax, audit and firm management. Trusted by 90 of Accounting Today's Top 100 Firms.

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    The Benefits of a Paperless Tax Workflow
    Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. 

    Learn How to Implement a No-Touch Tax Return Workflow

    Download the No Touch Tax Return White Paper 
    No Touch Tax Return White Paper
    Download Now
    Faster Tax Workflow

    Make Your Tax Workflow Faster

    Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid!
    Automation for Efficiency Gains

    Gain Efficiencies through Automation

    In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources.
    Attract Top Quality Staff

    Attract Top-Quality Clients & Standout Employees

    Show clients you can meet both their compliance and consultive needs by embracing automated tax workflow best practices. This approach also helps attract and retain staff who value mobility, work/life balance and working on meaningful client-facing engagements.
    Eliminate Paper

    Eliminate the cost and Burden of Paper-Based Processes

    With a completely digital tax prep workflow, your firm can reduce paper and the outdated processes that go along with it. You’ll use less paper, ink, and toner, plus you’ll cut out mailing and storage costs—all while boosting security, transparency and efficiency.

    Individual Tax Return Workflow

    • 1. Obtain
    • 2. Organize
    • 3. Prep & Review
    • 4. Sign & File
    • 5. Deliver & Store
    • 6. Invoice & Receive
    CCH Axcess
    Step 1: Obtain Documentation

    Clients gather their documentation and digitally upload it so they’re are not scrambling to find them when it’s time to actually prepare the return. At tax time, the client can use the secure portal to easily provide any additional information.

    CCH Axcess Client Collaboration provides a unique hub firms and clients share, reducing friction and making it easier than ever to exchange documents. 

    CCH Axcess Client Collaboration
    CCH Axcess Document
    Step 2: Organize

    Client data is identified, organized, and imported into the return automatically. A bookmarked PDF file with client source documents is autosaved to the document management system. Goodbye manual data entry!

    Using our scan solution allows you to import data into CCH Axcess™ Tax automatically — no manual entry is required. The software recognizes the values in the source documents, and that data flows to the appropriate form fields. 

    CCH Axcess Tax
    Tax
    Step 3: Prepare and Review

    As staff prepares the return, they have one-click access to integrated tax research to answer any questions that pop up. Plus, they can capture and record hours in real time using automated clocks. During partner/manager review, on-screen tools are available 24/7 and progress is tracked for full transparency.

    CCH Axcess Tax provides a powerful tax automation engine, with a complete library of forms and dozens of features to aid in prep, review and tracking. 

    CCH Axcess Tax
    Cloud
    Step 4: Sign and File

    Once the return is ready, a secure link is sent to the taxpayer, allowing them to review the return and electronically sign Form 8879. The electronic filing status system is automatically updated with the electronic signature status.

    CCH Axcess Tax
    CCH Axcess Client Collaboration
    Step 5: Deliver and Store

    No more cumbersome paper-based mailing and storage processes needed. The completed return is sent to the IRS via electronic filing, and the firm’s copy of the tax return is stored electronically

    CCH Axcess Client Collaboration
    CCH Axcess Practice
    Step 6: Invoice and Receive Payment

    Automation continues right through the last step of the digital tax workflow. Once the return is filed, an invoice is generated and paid electronically. The final invoice and the client’s copy of the tax return are provided to the taxpayer for download and local storage.

    CCH Axcess Practice
    Business Return Tax Prep Workflow
    • 1. Obtain
    • 2. Prepare
    • 3. Review
    • 4. Deliver

    • 5. Store
    • 6. Invoice
    Tax
    Step 1: Obtain Documentation

    Clients digitally upload financial documents through the year so they are not scrambling to find them when it's time to actually prepare the return. At tax time, the client receives a document checklist and can use the secure portal to easily provide additional information. 

    CCH Axcess Client Collaboration provides a unique hub firms and clients share, reducing friction and making it easier than ever to exchange documents.

    CCH Axcess Client Collaboration
    CCH Axcess Tax
    Step 2: Prepare

    As staff prepares the return, they organize documents in an electronic binder and import the trial balance into the return. They have one-click access to integrated tax research to answer any questions that pop up, plus, they can record hours in real-time using automated clocks. 

    CCH Axcess Tax
    CCH Axcess Workstream
    Step 3: Review

    During partner/manager review, on-screen tools are available 24/7 and adjustments are synchronized in real-time. CCH Axcess™ Workstream helps ensure consistent workflow and allows the firm to track progress for full transparency.

    CCH Axcess Workstream
    CCH Axcess Tax
    Step 4: Deliver

    No more cumbersome paper-based mailing and storage processes needed. The completed return is sent to the client for signature and e-file approval and then sent to the IRS via electronic filing.

    CCH Axcess Tax
    CCH ProSystem fx Engagement
    Step 5: Store

    After final approval, the firm's copy of the tax return is securely stored electronically so it's easily accessible for follow up and year-over-year comparisons.

    CCH ProSystem fx Engagement
    CCH Axcess Practice
    Step 6: Invoice

    Automation continues right through the last step of the digital tax workflow. Once the return is filed, an invoice is generated and paid electronically.

    CCH Axcess Practice
    Download the Digital Tax Workflow Brochure
    See the complete Wolters Kluwer Digital Tax Workflow, with options for solutions at each step, by downloading the brochure. 
    Download the Brochure
    Clausen & Associates
    Watch Video
    A Better Tax Prep Process Begins in the Cloud

    Barbara Clausen, CPA, of Clausen & Associates, CPAs explains how true workflow optimization in the cloud eliminates gaps and bottlenecks, not just in her tax return process, but throughout her firm. 

    More Tax Workflow Solutions

    CCH® eSign

    Capture client and employee signatures digitally for IRS, client-facing and internal documents. CCH eSign is directly integrated into CCH Axcess Tax and CCH ProSystem fx Tax.

    CCH® ProSystem fx® Fixed Assets

    Simplify asset management and depreciation tasks with software that provides ready-to-file IRS forms and customization options for entering assets information, viewing data and producing reports.

    CCH® ProSystem fx® PDFlyer

    Speed audit and tax workflow using a unique Adobe® Acrobat® plug-in that enables you to prepare engagements using multiple PDF files in a paperless environment.
    CCH® ProSystem fx® Planning
    Streamline tax planning and quickly review multiple tax scenarios. CCH ProSystem fx Planning provides up to 30 tax scenarios per plan, as well as expanding the firm’s reach with new services and reports.
    Contact
    Learn More About Digital Tax Workflow Solutions
    Digital Transformation White Paper

    White Paper: 5 Steps to Digital Transformation

    A digital transformation is only five steps away! In the this step-by-step guide, the renowned experts at Boomer Consulting, Inc. walk you through a complete digital transformation, from adjusting your mindset, through implementation, to adopting strategies for continuous improvement.

    Download Now
    Virtual Firms eBook

    eBook: The Benefits of a Virtual Firm

    A new office paradigm is changing the way modern accounting firms operate. Using best practices from virtual firms can allow you to more easily recruit staff, create new opportunities, offer better work/life balance and provide more proactive client service. Find out how firms can make this transformation work in the real world.
    Download Now
    No Touch Tax Return White Paper

    White Paper: Unlocking The No-Touch Tax Return

    In this white paper, Marc Staut and Amanda Wilkie of Boomer Consulting, Inc. walk you through how firms are implementing a true no-touch tax return. 

    Download Now

    Take Your Firm to the Cloud

    Upgrade Your Firm to a Digital Tax Workflow with CCH Axcess
    CCH Axcess
    Learn More About CCH Axcess

    Contact a Solutions Consultant

    Complete the form below to have a Wolters Kluwer Solutions Consultant contact you about building your own Digital Tax Workflow.

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