More than just replacing manual processes, firm management supports clear visibility by creating a holistic view of the firm. Rather than replace manual processes with digital ones, your firm can build the firm of the future by embedding best practices and a better business process into the firm's culture, with strategic technology decisions as the backbone holding it all together. Firms that leverage Wolters Kluwer firm management solutions will:
- Gain the capacity you need to focus on growth while your practice management software provides the visibility you need to manage priorities, improve processes and work more efficiently.
- Save time, minimize costs, and enhance client relationships with document management software that supports a paperless workflow process, and enables staff to work anywhere, anytime.
- Connect firms, clients, and staff with accounting workflow management software that accelerates growth, supports strategic decision-making and increases visibility
- Simplify tax preparation processing, accelerate turnaround time and increase client satisfaction while stabilizing staff bandwidth
- Provide clients with much-needed tax guidance, be more proactive throughout the year, and save critical time with a simplified, frictionless and-to-end client experience
Focus on higher-value advisory services
-
Build your business model
-
Choose your technology
-
Advice and best practices from successful firms
More firm management and workflow resources
Managing complexity in a modern firm
In this whitepaper, we'll share why things go wrong when you fail to focus on all three legs of the stool and the trends and strategies you can start putting into place.
Read the Whitepaper
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.
Learn More
Collaborate with all your tax clients in one platform
With CCH Axcess Client Collaboration, you now have a single platform to collaborate with your clients regardless of it they have an individual return, a business return, or both.
Learn More
CCH Axcess Workflow
With greater visibility into projects and processes, firms can work more efficiently and create room for growth. CCH Axcess Workflow's browser-based interface offers a modern user experience.
Missing the form below?
To see the form, you will need to change your cookie settings. Click the button below to update your preferences to accept all cookies. For more information, please review our Privacy & Cookie Notice.