Century-old firm finds stability and reliability in the cloud with CCH Axcess Tax

A combination of reliability and power

Rachel Taylor, CPA, is a leading member of the JMF tax department. She explains how the reliability of CCH Axcess Tax, combined with powerful features, sets it apart from other options.

“I've always felt like the software that we used and the people that we worked with were always very reliable,” she says. “I have worked with a couple other tax prep softwares a little bit over the years, and I didn't feel like they were as powerful. They couldn't handle some of the tax returns that we do… I haven't found anything really that CCH Axcess Tax can't handle.”

Saving time in the cloud

The firm combines CCH Axcess Tax with CCH ProSystem fx Scan with AutoFlow Technology to create an efficient digital tax workflow. The automation saves time by reducing manual entry. According to Taylor, “I do feel like we save time, especially on certain types of clients.”

Comparing the firm’s output before and after their transition, Taylor could see a measurable difference. She explains, “I could really see when I would look at the WIP from one year to the next, pre-AutoFlow/post-Autoflow and pre-Axcess/Post-Axcess. I can tell a difference in the time because our preparers weren't as dependent upon manual entry. They can move things around a lot faster.”

Transforming workflows for efficiency

Reducing paper-based workflows throughout the firm has saved a lot of time, especially when it comes to finishing up the “last mile” of the process. Taylor says, “We've been trying to just get away from so much hardcopy, so much paper, and so much mailing because sometimes that takes a little longer.”

Many of the firm’s clients tend to travel around the tax deadlines, so electronic workflows have helped the firm save time as well as providing more convenient service options for clients.