2023 Year-End Tax Planning Briefing
Download your copy today and learn about: Year-end business strategies, changes to Retirement Distributions — Secure Act 2.0, new green energy tax credits — residential & home improvement, employee retention credit claims and more.
Get your hands on the latest 2023 Year-End Tax Planning Briefing today!
Tax Season Resource Kit
Set yourself up for success this tax season with Wolters Kluwer's Tax Season Resource Kit. This kit is your go-to for quick reference tools, expert insights and additional resources needed to prepare accurate returns this tax season.
Here is what's inside:
CCH® AnswerConnect
14 Days of complimentary access
Self-study CPE course
Gain complimentary access to a self-study course
Tax Briefing
Tax Relief for American Families and Workers Act of 2024
Tax Briefing
2023 Year-in-Review
Resource Card
2024 Federal Key Facts & Figures
ATX™
Tax compliance software trial access
Wolters Kluwer's Annual Accounting Industry Survey Report
Unveiling trends and strategies in the 2024 accounting landscape
Client Letters
Pre-written Client Letters on critical topics
Tax software update webinars
On-demand webinars to help you get the most out of CCH Axcess™ Tax or CCH® ProSystem fx® Tax.
Tax prep outsourcing
Address staffing challenges and free up time during the busiest part of the year by outsourcing.
Train staff to succeed
Find a training program that can help your staff operate at maximum efficiency.
Stock up on supplies
Get the presentation covers and folders you’ll need to leave a lasting impression.
Tax Talks LIVE: Tax season readiness webinars
Tax Talks LIVE — a series of weekly webinars that focus on providing CCH Axcess Tax and CCH ProSystem fx Tax customers with current news, tips, best practices and valuable information for 2024 and beyond.
Create work-life harmony - Intro
Amy Vetter is a transformational business keynote speaker, CEO, author, and host of the podcast, Breaking Beliefs. She brings her unique perspective as a CPA, Yogi, and Technologist to audiences and has authored multiple books, including Disconnect to Connect and Business, Balance & Bliss. For inspiration, follow her @AmyVetterCPA
Create work-life harmony - Intro
Create work-life harmony - Introduction
Amy Vetter is a transformational business keynote speaker, CEO, author, and host of the podcast, Breaking Beliefs. She brings her unique perspective as a CPA, Yogi, and Technologist to audiences and has authored multiple books, including Disconnect to Connect and Business, Balance & Bliss. For inspiration, follow her @AmyVetterCPA.
Create work-life harmony - Breath work
Harness the power of your breath. In this video, Amy Vetter guides us through a simple yet powerful mindfulness exercise that you can easily incorporate into your daily routine. Slow down and center yourself in just three simple steps.
Create work-life harmony - Breath work
Create work-life harmony - Breath work
Harness the power of your breath. In this video, Amy Vetter guides us through a simple yet powerful mindfulness exercise that you can easily incorporate into your daily routine. Slow down and center yourself in just three simple steps.
Create work-life harmony - Chair yoga
See how these simple chair yoga poses with Amy Vetter can help you reenergize and sharpen your focus. By centering yourself through mindful movements, you'll tap into a renewed sense of concentration during work.
Create work-life harmony - Chair yoga
Create work-life harmony - Chair yoga
See how these simple chair yoga poses with Amy Vetter can help you reenergize and sharpen your focus. By centering yourself through mindful movements, you'll tap into a renewed sense of concentration during work.
Create work-life harmony - Guided Meditation
Unwind and find clarity in the midst of a chaotic busy season. Join Amy Vetter as she guides you through a brief guided mindfulness meditation.
Create work-life harmony - Guided Meditation
Create work-life harmony - Guided meditation
Unwind and find clarity in the midst of a chaotic busy season. Join Amy Vetter as she guides you through a brief guided mindfulness meditation.
Create work-life harmony - Mantras and mudras
Mudras and mantras are two powerful tools used in meditation practices. Mudras are hand gestures used to reconnect with the body, while mantras are short phrases or sounds chanted to focus the mind and connect with the inner self. Follow along with Amy as she demonstrates how to use mudras and mantras to re-center yourself and become present again to the work at hand.
Create work-life harmony - Mantras and mudras
Create work-life harmony - Mantras and mudras
Mudras and mantras are two powerful tools used in meditation practices. Mudras are hand gestures used to reconnect with the body, while mantras are short phrases or sounds chanted to focus the mind and connect with the inner self. Follow along with Amy as she demonstrates how to use mudras and mantras to re-center yourself and become present again to the work at hand.
Tax technology news and updates
Tax season success
2023 busy season action plan for tax professionals
The accounting profession has changed dramatically in just a few years, and it has never been more important to be ready for what’s ahead. The busy season will be a critical time for firms to set the tone for a successful year.
CCH Axcess enhancements bring integration into focus
The new year always brings exciting enhancements for CCH Axcess™ customers, and this year is especially loaded with innovative new features and integrations.
Tips and tricks for the best tax season support
During tax season, every minute counts. If you aren’t confident that you’re getting the best tax season support, you’ll spend too much time looking for information and second-guessing the answers to your questions.
Digital tax workflow tips and tricks
When it comes to tax compliance, accuracy and comprehensiveness are extremely important. However, the forms and calculations are only part of the equation. Efficiency and convenience are what really sets a tax compliance system apart.
The AI-enabled digital tax workflow
Advanced technologies at work
The power of AI: What accounting and tax professionals need to know
Artificial intelligence (AI) is constantly evolving, and keeping up with the latest advancements is key for accounting and tax professionals to work smarter and gain a competitive edge.
Practical applications for AI technology in accounting firms
Many accounting professionals are ready to dive in and see where Artificial Intelligence technology can help make their lives better. While AI technology is still largely experimental, many practical applications are available now and in the near future.
3 ways predictive intelligence can help modernize your firm
Top firms are modernizing their technologies and software systems using predictive intelligence to help find new legislative and regulatory changes and match them up to their clients.
Explore the AI-enabled digital tax workflow
Leveraging AI-based technologies like computer vision and machine learning in a digital tax workflow reduces data entry and other inefficient manual processes. AI-enabled tax features include automated data ingestion, smart scanning, grouping patterns and predictive suggestions.
Tax technology white papers and eBooks
Technology for the lifecycle of a growing firm
Written by Arianna Campbell of Boomer Consulting, this white paper offers a 7‑step guide to choosing technology, and it even includes a “project hopper” template firms can use to help evaluate and prioritize their technology needs.
eBook: How Tax & Accounting Firms Supercharge Efficiency with a Digital Workflow
With an integrated, digital tax workflow, firms can automate much of the data collection and input tasks that take up so much time.
eBook: 10 must-have tax software features
To deal with faster change and overcome resource challenges, tax and accounting firms need technology that automates the tax workflow, saves time, and creates a better client experience. To leverage the greatest value from tax software, it’s essential to consider the needs of your firm, preparers, and clients.
eBook: The Professional Tax Software Buyer's Guide for Traditional CPA Firms
To minimize disruption, firms should evaluate technology with the future in mind. The right system will be able to accommodate the firm’s current workflows but can also flex into more automated, high-efficiency workflows when the firm is ready.
Tax season tools
Employee Retention Credit estimator
Determine whether an employer can claim Employee Retention Credit for an employee and calculate the business level estimate of the credit.
Paid Sick Leave & Family Leave Credit estimator
Determine whether an employer can claim Paid Sick Leave Credit and Family Leave Credit for an employee and calculate the business level estimate of the credit.
More tax season analysis
Find more complimentary tax and accounting information with CCH® CPELink webinars
Must-have publications this tax season
U.S. Master Tax Guide®
Cross-referenced with other tax law sources, this edition is a reliable resource on updated tax needs, regulations, guidance, and more.
U.S. Master Depreciation Guide
A one-stop resource for guidance in understanding and applying the complex depreciation rules to their fixed assets.