International tax compliance firm finds a solution for managing complex tax returns

Managing complexity for international clients

Accuracy is always top of mind for accountants, but with complex returns, accuracy can take a lot of effort. At Orbiss, Trost relies on controls within the system to help identify and prevent errors.

He says, “We have a lot of international clients, and CCH is helping us because we are getting more and more complex international forms. And I find that there are a lot of controls with CCH Axcess Tax. So overriding data is very difficult, almost impossible. And you have a lot of diagnostics, which you need to clear before being able to file returns. It brings a lot of security controls, and it improves quality.”

Building efficiency through automation

With complex returns, automation can take some of the pressure off of preparers. By pulling data into a return automatically, preparers and reviewers can skip data entry and focus on the important parts of the return.

“When we use CCH Axcess Tax, we like how we can rollover a lot of the data from the previous year to the next year,” says Czerwinski. “And it's maintained a lot of the data that we need to prepare the tax returns for the next year. So it saves our team time, where we don't have to enter all that information every year.”

Trost continues, “We're also using CCH Axcess Engagement (formerly Financial Prep) to import the data from our clients within the software. And we can go over this information from year to year, so that we don't have to reinvent the wheel each year. And it saves us a lot of time. Because before that, we were doing it in Excel, which is not a long time ago, but it's not efficient at all. And so the CCH solution brings a lot of efficiency.”