Preparing Tax Returns Via The Cloud

There’s no question this tax season is unlike any other we’ve experienced. Firms across the country have had to pivot from their normal routines and workflows, while putting contingency plans in place to address staff safety and position them for success while they work remotely. Businesses have also had to continue serving their clients in new ways, such as addressing inquiries about the CARES Act and figuring out what other new tax legislation on the Federal and State levels means for them.

Join this one hour CPE accredited webinar and hear how CCH Axcess and its cloud technologies have allowed firms to continue serving clients while positioning staff for success. We’ll cover preparing and reviewing tax returns anytime, anywhere via the cloud, as well as the use of portals, online organizers, electronic signatures, outsourcing, and client collaboration tools that help facilitate a Digital Tax Workflow. We’ll also discuss how important it is for firms to keep staff connected during these uncertain times, with an assortment of workflow tools and dashboards that allow them to work remotely.