Free Up Capacity and Fuel Growth
Firms that thrive in today’s fast-moving landscape are embracing technology not just as a tool—but as a strategic driver of efficiency, insight, and client value. In this interactive session, Wolters Kluwer experts and peer firm leaders will explore how a unified digital workflow, powered by the CCH Axcess Suite and its integrated partners, enables smarter collaboration, automation, and firmwide visibility.
Join us to learn how future-ready firms are turning siloed processes into seamless, data-driven systems that free up capacity and fuel growth. From AI-enabled workflows to client-centric innovation, this session will provide participants with practical strategies for building a modern, agile, and competitive firm.
(3) Complimentary CPE Credits included.
Date/Time
Thursday, June 5, 2025 | 8:30 a.m. to 1 p.m.
Meeting Location
Courtyard by Marriot Sherman Oaks
15433 Ventura Blvd., Sherman Oaks, CA 91403
Agenda
8:30 a.m. — 9:30 a.m.: Complimentary breakfast
9:30 a.m. — 12:00 p.m.:
- Understand AI and automation's impact on the accounting profession and how to stay competitive
- How touchless tax workflows and open integration APIs drive revenue growth and operational efficiency
- Strategies to minimize staff burnout, upskill your team, and keep them engaged
- Product demonstration of the CCH Axcess Suite
12:00 p.m. — 1:00 p.m.: Complimentary lunch and networking
*Parking will be validated for all attendees.
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