Case study: Boost efficiency and customer service with CCH Axcess™ Tax software

The need for a comprehensive tax software solution

Christopher Ernest, one of the firm's partners, expressed his enthusiasm for CCH Axcess Tax, stating, "My favorite Wolters Kluwer software product is definitely CCH Axcess Tax. We have clients with some really complicated things going on, and the software gives us all the tools we need to fulfill their tax filing requirements. Whether it's a state estate tax form, a city tax, farm, gift tax filings, trusts and estates, it's really a one-stop shop for us to handle all of our clients' tax filing needs."

The decision to switch to CCH Axcess Tax was based on the firm's prior experience with CCH products. Ernest explained, "We chose CCH Axcess Tax because we actually had lots of experience working with CCH products in the past, working for prior firms. We're a relatively new firm, and with the experience that we had in our prior lives before starting this firm, we quite honestly felt like CCH was the best."

Streamlining operations and improving efficiency

The firm had initially used a competitive product that did not meet their requirements. Ernest added, "We started with using a competitive product that quite honestly didn't have the capabilities from a multi-state standpoint, customer service standpoint, or would allow us to work in the cloud, which was a goal of ours." Recognizing the sound technology and capabilities of CCH products, it was an easy decision for Pozerski Hatch & Company to make the switch.

The integration of CCH solutions also played a significant role in helping the firm achieve its goals. Previously, the firm had to work with fragmented pieces of software, which hindered their efficiency. Ernest explained, “With the move to the CCH suite, [everything] all working together has really improved efficiency within our firm, allowed us to serve more clients and serve them in a more efficient manner from a time standpoint."

Unparalleled customer service and support

One of the standout features of CCH Axcess Tax, according to Ernest, is the exceptional customer service provided by Wolters Kluwer. He stated, "The main reason why I would recommend CCH Axcess to other firms is really the customer service. And that's one thing that's really been impressive to me, as long as I've worked with CCH... How easy it is to get somebody on the phone when you need help." 

CCH's customer service team has been readily available for the firm, even during the busiest times of the year, ensuring that the firm could quickly resolve any issues they encountered. And thanks to multiple support channels, such as phone support, live chat and an extensive knowledge base, the firm had multiple avenues to seek assistance when needed.

In conclusion, Pozerski Hatch& Company’s decision to switch to CCH Axcess Tax has proven to be a wise one. With the software's comprehensive features, seamless integration, and exceptional customer service, the firm has experienced improved efficiency and enhanced capabilities in handling their clients' most complex tax filing requirements. CCH Axcess Tax has become an invaluable asset for the firm, enabling them to serve their clients more effectively and efficiently.