The Benefits of an AI-Enabled Paperless Tax Workflow
Debra Zarzycki discusses The Bonadio Group's digital tax workflow.
Automating with a Digital Tax Workflow
The Bonadio Group uses a combination of CCH Axcess and CCH ProSystem fx solutions to build end-to-end processes for individual and business tax returns, achieving maximum efficiency and an enhanced client experience.

Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. 

With a modern, AI-enabled digital tax workflow, firms can improve efficiency, empower staff, increase client satisfaction, and achieve sustainable growth.

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Make your tax workflow faster

Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid!
A woman using a laptop as part of an efficient AI-enabled tax workflow

Gain efficiencies with AI-enabled tax automation

With artificial intelligence technologies like computer vision and machine learning, the digital tax workflow reduces data entry and other inefficient manual processes. AI-enabled tax features include automated data ingestion, smart scanning, advanced categorization, grouping patterns and predictive suggestions.
A group of employees gathered around a computer, experiencing increased satisfaction thanks to tax workflow automation

Attract top-quality clients & standout employees

Show clients you can meet both their compliance and advisory needs by embracing automated tax workflow best practices. This approach also helps attract and retain staff who value mobility, work/life balance and working on meaningful client-facing engagements.
A woman reviewing documents on a tablet computer as part of a paperless tax workflow

Eliminate the cost and burden of paper-based processes

With a completely digital tax prep workflow, your firm can reduce paper and the outdated processes that go along with it. You’ll use less paper, ink, and toner, plus you’ll cut out mailing and storage costs—all while boosting security, transparency and efficiency.

End-to-End Tax Return Automation

  • 1. Obtain
  • 2. Organize
  • 3. Prep & Review
  • 4. Sign & File
  • 5. Deliver & Store
  • 6. Invoice & Receive
A woman using CCH Axcess Tax to obtain client documents
Step 1: Obtain documentation

Clients gather their documentation and digitally upload it so they’re are not scrambling to find them when it’s time to actually prepare the return. At tax time, the client can use the secure portal to easily provide any additional information.

CCH Axcess Client Collaboration provides a unique hub firms and clients share, reducing friction and making it easier than ever to exchange documents. 

CCH Axcess Client Collaboration
A man's hands on a laptop keyboard using scanning software and computer vision technology to automatically populate tax data
Step 2: Organize

Client data is identified, organized, and imported into the return automatically. A bookmarked PDF file with client source documents is autosaved to the document management system. Goodbye manual data entry!

Using our scan solution allows you to import data into CCH Axcess™ Tax automatically — no manual entry is required. The software incorporates AI-enabled smart scanning to group related pages of multi-page documents, recognize values in the source documents, and flow that data to the appropriate form fields. 

CCH ProSystm fx Scan
A man using CCH Axcess on a laptop computer as part of an automated digital tax workflow
Step 3: Prepare and review

As staff prepares the return, they have one-click access to integrated tax research to answer any questions that pop up. Plus, they can capture and record hours in real time using automated clocks. During partner/manager review, on-screen tools are available 24/7 and progress is tracked for full transparency.

CCH Axcess Tax provides a powerful tax automation engine, with a complete library of forms and dozens of features to aid in prep, review and tracking. 

CCH Axcess Tax
A man sitting in front of a laptop computer, holding a smartphone to digitally e-sign form 8879
Step 4: Sign and file

Once the return is ready, a secure link is sent to the taxpayer, allowing them to review the return and electronically sign Form 8879. The electronic filing status system is automatically updated with the electronic signature status.

CCH Axcess Tax
A woman sitting at a laptop computer to send and store electronic tax returns
Step 5: Deliver and store

No more cumbersome paper-based mailing and storage processes needed. The completed return is sent to the IRS via electronic filing, and the firm’s copy of the tax return is stored electronically

CCH Axcess Document with Integrated Portal
A group of happy employees gather around a computer to bill and invoice clients electronically.
Step 6: Invoice and receive payment

Automation continues right through the last step of the digital tax workflow. Once the return is filed, an invoice is generated and paid electronically. The final invoice and the client’s copy of the tax return are provided to the taxpayer for download and local storage.

CCH Axcess Practice
Manage Complexity and Add Value for Clients 
Two people sitting at a computer using CCH Axcess Engagement Essentials to flow trial balance data into their tax preparation software
CCH Axcess™ Engagement Essentials
Instantly produce accurate balances for preparing business tax returns.
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CCH AnswerConnect on a laptop

CCH® AnswerConnect

Elevate your research experience with the longest-standing tax research software in the industry.
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A woman with her hands on the keyboard of a laptop, using CCH ProSystem fx Fixed Assets
CCH® ProSystem fx®
Fixed Assets
Simplify all your asset management and depreciation tasks. 
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An accountant and a client sitting at a computer using CCH ProSystem fx Planning
CCH® ProSystem fx® Planning
Be more productive by quickly reviewing multiple what-if tax scenarios.

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View a customized, interactive demonstration
See the complete CCH Axcess digital tax workflow in action when you sign up for an on-demand demonstration.
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A woman typing on a computer keyboard while learning about CCH Axcess Open Integration APIs

Automate with the power of APIs

Build a more modern firm experience for your clients and staff. Powered by the CCH Axcess Open Integration Platform, CCH Axcess APIs enable accounting firms and third-party software partners to create integrations and applications that connect with CCH Axcess data.


Every CCH Axcess customer can benefit from open integration APIs, whether you create your own integrations or leverage the integrations created by one of our partners. The CCH Axcess open integration API strategy gives firms more opportunities to create productive workflows throughout the firm.

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Productivity Tools

CCH® eSign

Capture client and employee signatures digitally for IRS, client-facing and internal documents. CCH eSign is directly integrated into CCH Axcess Tax and CCH ProSystem fx Tax.

CCH DataScan 
Extract specific, detailed information from your client database to assist you in offering new services, responding faster to tax law changes, or just giving personalized attention to clients with specific tax needs.

CCH® ProSystem fx® PDFlyer

Speed audit and tax workflow using a unique Adobe® Acrobat® plug-in that enables you to prepare engagements using multiple PDF files in a paperless environment.
CCH Tax Projector
This simple integrated projection tool reflects projection variations for the Federal return up to one year in advance, with a comparison of the tax liability calculation, projected government forms, 2-year rate comparison and a list of assumptions and explanations
Recommended Reading
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eBook: How Tax & Accounting Firms Supercharge Efficiency with a Digital Workflow

With an integrated, digital tax workflow, firms can automate much of the data collection and input tasks that take up so much time.
Download the eBook
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Article: Connecting tax data through integration

A key component of an efficient digital tax workflow is connecting tax data throughout various software systems. Moving data automatically is faster and more accurate than re-keying or copying and pasting from one field to another.
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Article: Digital tax workflow tips and tricks

When it comes to tax compliance, accuracy and comprehensiveness are extremely important. These tax workflow tips and tricks can help firms achieve productivity gains as well as reduce errors and improve client experience.
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Additional Resources
Tax resource center
Every tax season presents its own unique challenges, and this year is no different. Rest easy — Wolters Kluwer is here to help you get through tax season and beyond with these tools and resources. Check back often for the latest federal and state tax news articles, resource kits, best practices and more.
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CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations for their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows..
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