Digital Tax Workflow

Leverage a secure, unified collaboration hub to simplify the entire client engagement process. Electronic engagement letters and customizable tax organizers can help firms gather necessary client documents efficiently. Automated data connectors and integrated eSignatures further enhance the process by reducing manual tasks and ensuring secure, timely submissions. Additionally, a mobile app for taxpayers allows clients to submit documents directly from their mobile devices, making the process more convenient and efficient

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

Convert paper-based or PDF documents into a digital, organized format for easy location and validation. AI-powered smart scanning groups related pages of multi-page documents, reducing manual sorting and entry errors. Take this process one step further by automatically extracting key data from tax forms like W-2s, 1099s, and other critical tax source documents. This data is then fed directly into your tax preparation software, significantly reducing the need for manual data entry and minimizing errors.

Using CCH ProSystem fx Scan with AutoFlow Technology allows you to import data into CCH Axcess Tax automatically — no manual entry is required. The new Scan Optimizer feature meticulously analyzes your documents, and identifies and flags any discrepancies; ensuring your team only needs to review up to about 10% of the data. 

Look for a tax software with comprehensive forms and calculations, along with error-checking features to minimize manual entry errors. A system that integrates seamlessly with other tools allows for smooth data flow, reducing the risk of discrepancies. Onscreen review capabilities can help preparers easily identify and correct issues before finalizing returns. Additionally, maintaining a standardized workflow and regularly updating your software to the latest versions can further enhance accuracy and reliability in your tax preparation and review process

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. 

Use a secure e-signature solution that complies with legal standards such as the ESIGN Act to send documents to clients for electronic signatures, reducing the need for physical paperwork and speeding up the process. Implement automated email reminders to prompt clients to sign and return documents promptly. Additionally, use an electronic filing system that provides real-time status updates and integrates seamlessly with your tax preparation software. This ensures that returns are filed accurately and efficiently, minimizing delays and errors

With CCH eSign, Form 8879 e-signature is integrated with our electronic filing system, allowing customers to enjoy the efficiency of a paperless filing process from start to finish. 

A robust document management system should allow for the digital storage, sharing, and management of tax returns and related documents. Utilize features such as secure file transfer protocols and encryption to protect sensitive information during transmission and storage. By tagging, sorting, and categorizing documents, you can ensure easy retrieval and organization. Additionally, maintaining audit trails and user logins helps track document access and modifications, enhancing security and compliance

CCH Axcess Document with Integrated Portal electronically organizes and stores all types of client documents and business communications in one place to support a true paperless work environment.

Implement a system that integrates billing and invoicing processes into a single, streamlined workflow. Features such as automated invoice generation and electronic delivery help ensure invoices are sent promptly. Facilitate quick and easy electronic payments with direct, electronic links to an e-payment system. Additionally, send automated reminders to prompt clients to pay outstanding invoices, reducing delays. By tracking payments and outstanding balances in real-time, you can maintain accurate records and improve cash flow management.

CCH Axcess Practice simplifies time and billing, enhances client service, and enables you to analyze and improve profitability.