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Tax & AccountingFebruary 04, 2025

Case study Rödl & Partner enhances efficiency and streamlines complexity with CCH Axcess™ software

By: Wolters Kluwer Tax and Accounting

In a busy accounting firm, partners must focus on strategic decision-making and client relationships rather than getting bogged down in technical or administrative tasks. With comprehensive tax software, firms can ensure efficient management of tax compliance and seamless integration across various functions, allowing partners to maintain their focus on what truly matters.

Rödl & Partner, an accounting firm based in Atlanta, Georgia, specializes in assisting international clients, particularly those from Germany. Christopher O'Neal, a partner at the firm, shares how the CCH Axcess suite, including CCH Axcess Tax, Document, Workstream, and Practice, has significantly improved the firm's efficiency and ability to manage complex tax scenarios.

Christopher O'Neal, Partner, Roedl USA

Streamlining complexity with CCH Axcess Tax

In the evolving landscape of tax regulations, managing complexity is paramount. Christopher highlights the importance of having a tax software that adapts to the fast pace of legislative change. "With the complexity at the federal, state, and local levels, and even at the international level, it's necessary to have a product that reacts in real-time to all the various changes in the tax code," he explains.

The Tax Cuts and Jobs Act brought significant changes to the tax world, and CCH Axcess Tax has been instrumental in helping Rödl & Partner navigate these complexities. "The fact that CCH is keeping up with it and building it out in software so that somebody doesn't have to have a massive amount of knowledge to keep up with all the differences is quite favorable for us," Christopher adds.

Efficiency through integration

One of the standout features of the CCH Axcess suite is its integrated nature. Christopher emphasizes the efficiency gained from having all necessary tools in one place. "Having everything built out in one place is 100% the way of the future and the most efficient way to get everything done within your day-to-day accounting work," he states.

This integration extends beyond tax software. The CCH Axcess suite's modules, such as Document, Workstream, and Practice, work seamlessly together, providing a unified platform for managing client information, tracking projects, and ensuring timely completion of tasks. "The platform as a whole, having a common source of truth of the client name, the projects, and the various elements you build out when you start the client relationship, is efficient," Christopher notes.

Having everything built out in one place is 100% the way of the future and the most efficient way to get everything done within your day-to-day accounting work,
Christopher O'Neal, Rödl & Partner USA

Handling high volumes with ease

Rödl & Partner processes a high volume of tax returns, and the scalability of CCH Axcess Tax has been a game-changer. "We process a significant amount of tax returns that we've built out through APIs, that are touchless. I think we're doing something like 50,000… It's able to handle that level of load, which I don't think there are many softwares that could," Christopher shares.

Enhanced e-filing and tracking

As a partner, Christopher doesn’t spend a lot of time in the tax preparation software. But for him, one of the most valuable aspects of CCH Axcess Tax is its reliable e-filing and tracking capabilities. "The e-filing just works well. When it comes to my piece of the puzzle, I'm still reviewing the returns, but ultimately getting it filed is crucial," he says. The software's ability to track the return process and provide insights into who did what has also been beneficial. "It gives you a lot of insight into what's going on before it hits my desk," Christopher adds.

Driving efficiency and focus with CCH Axcess solutions

The CCH Axcess suite has proven to be an indispensable tool for Rödl & Partner, enabling the firm to manage complex tax scenarios efficiently and effectively. With its integrated platform and robust e-filing capabilities, CCH Axcess Tax stands out as a vital component in the firm's success. As Christopher O'Neal aptly puts it, "Quality plus efficiency" are the hallmarks of the CCH Axcess platform, driving Rödl & Partner towards greater productivity and client satisfaction.

Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and expertise that helps tax, accounting and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed and accuracy.

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