Switching software can seem intimidating, but the outcome is worth the effort when it means saving time in the long run. Wolters Kluwer Tax & Accounting has a team of experienced professionals ready to help firms navigate through the process.
Implementation consultants focus on making firms successful in the new software so they can quickly realize the benefits of their investment. The Wolters Kluwer implementation consultant team has a mix of technical, analytical, and project management skills that will reduce the challenges often associated with onboarding a new software platform.
Implementation: Build a plan around people, process and timing
The consultative implementation process takes a milestone-based approach, which ensures previous steps are completed before the next step can begin. The coordinated service delivery model provides firms with the expertise of an entire team of experts, including scheduling coordinators, implementation specialists, and training consultants. And convenient self-service tools help firms manage their tasks at their own pace.
Data conversion: Know what transfers, and when
An important part of the planning and implementation process is deciding whether to import existing data into the new system. Tax data conversion is simple and can be done on-demand through a self-serve interface at no additional cost. The data that firms can convert varies by type of return and which system it is coming from. Contact a solution consultant for more details.
Training: Match learning to roles and responsibilities
Purchasing new software is a major investment for most firms. Proper training and consulting are critically important to maximize your return on investment and realize the benefits of your new solution. We offer flexible training options to suit the individual needs of your firm. CCH Axcess Training is tailored to each role in the firm, and flexible delivery options include live sessions, webinars, and self-paced eLearning.
Support: Stay connected after go-live
Support doesn’t end when implementation is complete. CCH Axcess customers have access to a wide range of post-implementation support resources to help them stay productive and informed. Whether it’s a quick question or a deeper workflow challenge, help is always available so your team can stay focused on serving clients.
