In an effort to enhance our client’s experience and improve efficiency, we are implementing a new software: CCH Axcess – Client Collaboration.
This electronic tax organizer will provide a way to electronically submit tax documents needed to prepare your personal return. To make the process seamless for our clients and team members, we will be discontinuing the use of email attachments and portal document submissions in favor of this new software.
We are confident you will find this an improvement to the process of submitting your tax information to us electronically. Take a look at the following video to learn more about this electronic organizer.
WHY ARE WE MAKING THIS CHANGE?
Our industry, and the world, has evolved immensely with the development of technology. We are excited about the mutual benefits this tool will provide.
Client Benefits:
- Robust and interactive document request list resulting in an organized and succinct view of the tax documents needed.
- A due diligence questionnaire which is tailored based on your responses, reducing the time you spend to submit your organizer and improving the quality of information submitted.
- Secure platform to protect your sensitive information
- Ability to link financial accounts, such as your bank or brokerage accounts, facilitating automatic real-time submission of your documents.
- Automate the intake of documents allowing us more time to focus on value added services.
- Provide a clear list of documents received as well as documents still needed.
- Linked accounts provide a native PDF which provides the clearest image available.
This electronic tax organizer will provide a way to electronically submit tax documents needed to prepare your personal return. To make the process seamless for our clients and team members, we will be discontinuing the use of email attachments and portal document submissions in favor of this new software.
Click here if you want to learn more about this new software.
