Case Study: Casey Peterson, Ltd., Positions Itself for Growth and Expanded Reach with Cloud‑Based CCH Axcess™

When Casey Peterson, CPA, started his accounting firm back in 1977, he shared a small office with a single phone line. Today, 40 years later, the firm has expanded to nearly 60 employees in three states, and being able to adapt quickly to changing regulations and technology has helped make that growth possible.

Sheila Jackson, Tax Services Manager, wanted to bring Casey Peterson on board with CCH Axcess. The firm already had a kind of hybrid cloud set‑up with the CCH® ProSystem fx® Document On‑Premise piece, but they wanted a true cloud solution for added convenience.

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