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Wolters Kluwer Professional & Client Services
Experienced consultants who have worked with thousands of professional accounting firms.
1040 Passthrough Import Utility
Export Fiduciary, Partnership, and S Corporation passthrough information from a 1040 return to a Microsoft® Excel® file.
AuditMiner
AuditMiner's software solution for Employee Benefit Plan audits improves efficiency and accuracy without changing the way you work.
Batch E-File Extension Utility
Upload 1040 federal and stated extensions in batches, and schedule the batch to run unassisted during off-hours.
Batch Print Set Utility
Print up to 10 print jobs at a time, with multiple print sets per return, across multiple returns, for up to 50 returns per job.
CCH Axcess™ Beneficial Ownership
Automate the beneficial ownership information filing process to FinCEN, with bulk tools for high-volume filing.
Compass
Real-time data analytics, bringing your practice management data to life with filterable, drillable dashboards.
CPACharge
Easily and securely accept credit, debit, and eCheck payments from CCH Axcess™ Practice.
Custom Application Development
Wolters Kluwer's PCS team can develop custom API-based applications to help firms be more productive.
CygnusAI Consulting, LLC
CygnusAI Consulting's CEO, Atul Tatke, provides custom API integrations for CCH Axcess customers.
Data Axcess Utility
Extract client, project and billing data from CCH Axcess and query the data using the business intelligence tools of your choice.
Digilence
Digitize inefficient and repetitive processes across Audit, Tax, Client Accounting and other back-office functions.
Empire Suite
Integrated audit and automated tax scheduling, time and expense entry and time off management applications.
EPS®
A suite of comprehensive refund transfer and payment solutions to manage every financial transaction in your tax office.
Eric Does Data
EDD has over 14 years of experience working to help companies become more data-driven and modern.
Finagraph
Extract, clean, and format data directly from your client’s accounting system, delivering trial balances ready for CCH Engagement.
Ignition
Reclaim time and profitability by automating proposals, billing, payment collection and workflows in a single platform.
K-1 Import Utility
Import K-1 data from Microsoft® Excel® into Partnership, S Corporation, and Fiduciary returns.
K1x
Featured vendor. K1x uses AI-powered automation to digitize and distribute K-1, K-3, and 990 data seamlessly.
ProStaff
Transform your organization's scheduling process into a strategic and collaborative effort.
Protection Plus for CCH Axcess Tax
Dedicated tax audit defense support, fully integrated with CCH Axcess Tax to help you manage tax notices, audits, and more.
Protection Plus for TaxWise
Dedicated tax audit defense support to help manage tax notices, audits, and more. Firm-level or per-return pricing available.
QuickFee
Payment solutions designed to help businesses increase sales, build better client relationships, and improve cash flow.
Rare Karma
Maximize technology investments with over two
decades of consulting experience in CRM, marketing automation, time & billing, and more.
Refund Advantage®
The refund transfer program that enables you to customize your account in a variety of ways.
Republic Bank & Trust Company
Republic Bank is one of the largest locally-owned community banks, with over 25 years of experience.
Ricoh
The fi Series and ScanSnap product lines turn documents and other paper-based information into digital assets.
Rightworks
Significantly simplify operations and expand client value with an award-winning, secure cloud platform.
SafeSend
Eliminate the manual, labor-intensive tasks associated with tax package assembly, delivery, and e-signings.
SurePrep
Featured vendor. SurePrep’s 1040/1041 productivity solutions automate and streamline the entire tax process.
TheTaxBook
Award-winning online and print tax research solutions for time-crunched tax professionals.
Santa Barbara Tax Products Group®
Partner with the Santa Barbara Tax Products Group® (TPG) for your tax refund transfer needs.
Tax InfoLine
Enable your clients to automatically receive text message and e-mail alerts regarding the status of their tax return and refund.
Textellent
The leading text messaging platform for tax pros, integrated directly with TaxWise
to help you manage client communications.