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Tax & AccountingSeptember 07, 2023

Convenience and flexibility benefits of cloud-based tax preparation software

Cloud-based software has been growing in popularity over the last 10 years, but in most tax and accounting firms, tax preparation software still runs on servers either inside the firm or with a hosting provider. As these firms gradually move to true cloud-based tax preparation, they can achieve not just mobility benefits, but also added efficiency and convenient integrations.

For Anders CPAs + Advisors, being in the cloud with CCH Axcess Tax has provided a solution to staffing challenges by offering a more flexible work environment and a shorter learning curve

Valerie Fohne discusses why Anders CPAs + Advisors moved to the cloud.

Transitioning to the cloud

When the firm moved to the cloud, they expected to make efficiency gains. But an unexpected benefit was the partnership with Wolters Kluwer’s onboarding experts, who made the process easy from beginning to end.

“When we moved to the cloud, we were looking for a better system, a faster system,” says Valerie Fohne, Resource Manager at Anders CPAs + Advisors. “It was very smooth. The staff at was very helpful. After the process, I've actually developed friendships with them. It just was really easy. They walked us through everything. There were no obstacles or anything unexpected that came up.”

It's making it a lot easier for us to recruit. It's making it a lot quicker for us to get staff trained because they've used the products before. It's amazing. 
Valerie Fohne, Anders CPAs + Advisors

Work from anywhere

Being in the cloud offers added mobility that appeals to staff members who are looking for more flexible working hours. According to Fohne, “When we implemented CCH Axcess, being a cloud-based software, it opened the opportunity for me personally to cut off my day at a certain time, go home and sit down and have dinner with my kids, and then be able to go back into my office and reconnect very easily right where I left off. During tax season, that was really huge.”

Fohne sees similar flexibility across the firm, saying, “I'm noticing more and more that a lot of staff will cut off at a certain time. They go home; they'll go to soccer games; they'll do whatever they need to do, and be able to reconnect very easily, and pickup their day.”

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Solving staffing challenges

Another unexpected benefit of CCH Axcess Tax for the firm has been its growing acceptance in the profession. Once thought of as new and untested, CCH Axcess Tax software has been helping firms with efficient tax preparation for more than 10 years. The widespread use of the product has created a pool of potential staff who are familiar with the program.

Fohne explains, “With CCH Axcess being so [accepted] in the industry, it's making it a lot easier for us to recruit. It's making it a lot quicker for us to get staff trained because they've used the products before. It's amazing.”

Learn More About CCH Axcess Tax
Product Marketing Manager, Tax

Aimee Hall is a product marketing manager for Wolters Kluwer Tax and Accounting US, focusing on the professional market. In this role, she is responsible for leading the marketing strategy for tax software products including CCH Axcess Tax, CCH ProSystem fx Tax and ATX Tax. She joined Wolters Kluwer in 2006 and lives in the Chicago suburbs.

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