Why CCH
Axcess Tax?
Sullivan emphasizes the central role of CCH Axcess Tax in their
firm: "It's the powerhouse. It's what our company has just relied on for
so long. We used the CCH® ProSystem fx® version for a while, and then we
switched to the cloud-based CCH Axcess version. It's always been that center
focus for so much of our tax group. It's what they live and breathe."
The transition to the cloud-based CCH Axcess Tax has allowed the
firm to leverage advanced features and maintain a robust tax compliance system.
One notable enhancement is the K-1 import feature, which Sullivan believes will significantly
improve efficiency. He explains, "One of the enhancements in CCH Axcess
Tax that my department is super interested in is the K-1 import. We've vetted
third-party solutions, but CCH Axcess Tax's revamp of the K-1 import is exciting.
For clients with large K-1s or multiple inputs, it could save a lot of time for our
staff."
Building a
consultative skillset
Clark Schaefer Hackett is committed to evolving with technology to
better serve their clients. Sullivan highlights the shift in roles within the
firm: "We don't want professionals spending so much time inputting
numbers. We want them to be more consultative, talking with their clients more.
To do that, you have to leverage technology. It's a shift in how some roles for
tax professionals will change with technology."
This shift allows tax professionals to focus on higher-level
tasks, enhancing their consultative skillset. "It's becoming more of a
first-level review where they're using the technology available to them and
changing their skill set from less number crunching to understanding the forms
and where these numbers are coming from," Sullivan adds.
