Axcess epos

Author: c | 2025-04-24

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CCH Axcess SolutionsAs the accounting profession's first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable. Innovative API integrationsOur product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data. CCH Axcess MarketplaceThe CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows. Take your accounting firm to the next level with CCH Axcess™ TaxTake advantage of an intelligent, scalable and fully integrated tax preparation, compliance, and workflow solution that's been developed specifically for the cloud and is suitable for firms of all sizes. Article Tax & Accounting Updated December 17, 2024 How small firms can be more competitive by adopting a larger firm mindset With the help of technology, many smaller firms can achieve a level of productivity and profitability that was formerly out of reach. Article Tax & Accounting November 19, 2024 Winning strategies for tax service bureau success Operating a successful tax service bureau can be a rewarding experience. Read our new eBook to learn steps for success. Article Tax & Accounting September 16, 2024 Streamline BOI reporting with integrated CCH BOI software By leveraging integrated technology, firms can create a streamlines beneficial ownership workflow and ensure compliance with minimal hassle. Case study Tax & Accounting August 29, 2024 Building your small firm’s ideal tech stack: a guide to growth and success How do small firms set themselves up for success? The right tech stack, one that helps your firm balance people, processes, and technology, can help. Contact us to learn how CCH Axcess iQ can support your firms unique goals

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Engagement workflow benefits from real-time team collaboration and tasks are simplified using client data. Our assisted account grouping alone can save as much as one hour on every trial balance. CCH Axcess Engagement Pro enables firms of all sizes to complete every job quicker in our secure, reliable, compliant cloud-platform. CCH Axcess™ Knowledge CoachProduce data-driven, future-ready audits, preparations, compilations and reviews with cloud audit software. Built on a knowledge-based approach, you will find all of your audit practice aids for planning, risk assessment, review and team collaboration in CCH Axcess Knowledge Coach. Maximize audit efficiency and quality while ensuring compliance with AICPA auditing standards. CCH Axcess™ ValidateWhen it comes to authorizations and audits, what used to take a day to complete, at minimum, can now be done in five minutes or less using CCH Axcess Validate. This true cloud-based confirmation and validation solution benefits CPA firm auditors, client approvers and participating financial institutions by gathering confidential third party audit evidence, in accordance with the profession's accounting standards for auditors. Already a customer?Resources for existing customersProduct Training and Consulting Accounting and audit software resources Improving auditors' and audit clients' experienceIn this white paper, Jim Boomer CPA, CITP, MBA, Shareholder and CEO of Boomer Consulting, Inc. focuses on the challenges firms face in improving the audit. Additionally, discover how Wolters Kluwer’s transformative audit methodology helps firms overcome obstacles, enjoy efficiency gains internally and helps make the client experience a positive one. Knowledge-Based Audit MethodologyThe foundation of our audit workflow, Wolters Kluwer’sKnowledge-Based Audit

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If your firm licenses CCH Axcess Client Collaboration as well as Tax, you can send completed 1040 tax returns from Tax to a client's hub in Client Collaboration. From there, the client can open, review, and sign the return electronically. The Form 8879 column on the Requests Dashboard in Client Collaboration can help you track whether one, both, or neither of the signers has signed the return. Prerequisites Your firm must configure firm-level eSign options for both Tax and Client Collaboration in the Firm Settings and Defaults before you can use this feature. Also, eSign options must be set either in the return configuration set or in the return itself. See the eSign topics in the for more information. The client must have been invited to their Client Collaboration client hub before you can send a return there for eSigning. Staff Workflow in the Tax Return Prepare and calculate your returns in CCH Axcess Tax. All diagnostics that would disqualify the return for electronic filing must be cleared. When the return is ready to be signed, do the following in CCH Axcess Tax to send the return for eSigning in the Client Collaboration client hub: Click EFS in the Export group on the Import/Export tab. Select Returns from the menu. Select the return parts to file electronically. Select Send for eSign. Select Publish eSign copy to Client Collaboration. Click Next. Click Export. When the upload is completed, click Finish. Click OK. Client Workflow The taxpayer and spouse (if included in the return) are notified via email that the return is ready for their review and signature. The email provides instructions for starting the signing process and describes the security measures that are in place to ensure that their return is safe. A Review and Sign task is also added to. Axcess IT - CleanTouch EPOS. My Rec ommendation for Axcess IT - CleanTouch EPOS. My Recommendation for Axcess IT - CleanTouch EPOS. Get it here. Recommend 3- Best Axcess EPOS Alternatives in 2025. Find the top alternatives to Axcess EPOS currently available. Compare ratings, reviews, pricing, and features of Axcess EPOS alternatives in

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Upscale your staff and expand your tax advisory services through our AI-Enabled Predictive Intelligence solution With evolving tax laws and regulatory changes continuing, it is no surprise that firms expressed keeping track of tax laws and changes as a top issue in the 2024 Future Ready Accountant Report. The good news is that as the accounting professional changes, advanced technologies can help firms address their challenges and achieve their goals. One such is CCH Axcess iQ, which leverages predictive intelligence and advanced technology to help firms: Boost client engagement and retention Identify which law and regulatory changes affect specific clients Gain a complete understanding of tax law and regulatory changes within minutes Already a customer?Resources for existing customersProduct Training and Consulting Automatically gather relevant client insightsCombine the expertise of Wolters Kluwer Tax and Accounting research expertise and software innovation. When new federal and state tax legislation triggers a “state tax change,” the system searches a customer’s CCH Axcess™ Tax data for clients who might be impacted. Driven by the power of CCH® AnswerConnectCCH AnswerConnect is integral to CCH Axcess iQ and crucial to effectively consult on tax issues, especially for firms who service clients in multiple states. Trigger events appear on the CCH Axcess Dashboard, allowing you to easily click on the event to see a list of clients that might be affected. The system also includes a client letter that explains the change. Links to CCH® AnswerConnect give you access to primary source, analysis and SmartCharts. Create opportunities for additional revenueWith this information at hand, firms can reach out to clients to explain the changes. You can send the letter that CCH Axcess iQ generates, or you could invite the client to engage in a more in-depth discussion about the change and how it affects their needs. Combat staffing and retention issuesLeverage technology to empower your staff. With CCH Axcess iQ, your staff can stay knowledgeable on the changing tax laws, allowing them to spend less time researching and more time advising clients and focusing on higher value advisory work. Leverage predictive intelligence in your CPA firm advisory services

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Boost client engagement and retentionWith CCH Axcess iQ you can shift from providing reactive services to proactive services, distinguishing yourself as a high-value advisory service provider. CCH Axcess iQ leverages predictive intelligence to help you proactively suggest the services your clients have been asking you for, or don’t yet know they need. Identify impacted clientsWith CCH Axcess iQ, firms can quickly identify which law and regulatory changes affect specific clients, the impact those changes have on their tax returns, and opportunities to deliver higher-value tax advisory services to those clients; resulting in saving clients money and improving the level of service offered. Gain a complete understanding of law and regulatory changesWith the constant changes in tax legislations, it can be difficult for staff to stay informed and efficiently deliverable actionable tax news and information to clients. Our world class research and learning team provide you with the automated insights, saving your firm critical time during busy season and throughout the year, ensuring you are able to provide your clients with higher-value services. Contact a solution consultant Awards and recognition Recommended CPA firm resources Check out these white papers and resources to discover how you too can benefit from a digital tax workflow. Heymann, Suissa & Stone keeps clients informed using CCH Axcess iQAs a managing partner at Heymann, Suissa & Stone, P.C, Daniel Suissa saw the potential CCH Axcess iQ could bring to his firm, allowing staff to access real-time information, quickly and easily learn about federal and state legislation changes affecting clients and deliver higher-value advisory services to those clients. Find out why and what other products the firm has used to transform their tax and accounting workflows. 3 Ways predictive intelligence can help modernize your firmUses artificial intelligence to identify areas of future concern. The agile accountant: Responding to a changing landscapeWhite paper by L. Gary Boomer Best practices for providing strategic advisory servicesShift from reactive to proactive to provide higher-value advisory services. Empower your staff and elevate your client relationships with technologyOn-demand webinar featuring customer, Peter Wesch, Tax Principal at Smith Marion & Co. Additional resources Discover

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