"On the tax side, CCH® ProSystem fx® Engagement reduces time spent recreating spreadsheets for a times savings of somewhere between 20 to 40 percent per return. This is especially true when we have information that’s populated year-to-year.” — Brian Gottschalk, Tax Partner, GellerRagans
"I would say an average tax return, if the trial balance was good, would take 45 minutes in Engagement. Now, it probably takes 15 minutes with Financial Prep." — Jason Ackerman, BNA CPA
Discover what The Engagement Effect can do for you
Wolters Kluwer has the best options you should be considering when it comes to increasing the efficiency, effectiveness and realization of your workflows. For example, here's a glimpse of some of what the Engagement Effect can do for your business tax workflow!
— hover or click on each box below to reveal its secret!
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PAIN POINT
I get errors due to manual transcription of data from the trial balance to the tax return.Most business returns require a trial balance as an integral part of the tax preparation process. It can be time consuming to keep the trial balance and business tax return in sync.
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REMEDY
CCH ProSystem fx Engagement and CCH Axcess™ Financial Prep allow you to quickly and efficiently manage the trial balance. Additional features link Engagement with the business return in CCH Axcess Tax or CCH ProSystem fx Tax; ensuring the trial balance and tax return stay in sync.
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PAIN POINT
Challenges between Dynamic Flow Computations vs. Static Data Entry.Due to tying back to a trial balance, data in a business return tends to be interrelated. Once a business return is in balance, changing one number often requires changing other related information. It can be time consuming to ensure modifications are carried through the entire return appropriately.
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REMEDY
CCH ProSystem fx Engagement and CCH Axcess™ Financial Prep dynamically link key data points to the underlying forms and entry screens so modifying one number or changing one option automatically carries the impact of this change throughout the return. This both saves significant time and ensures accuracy.
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SOLUTION
Enter the Engagement EffectCCH ProSystem fx Engagement's and CCH Axcess™ Financial Prep's efficient workflow dynamically links workpapers and instantly accesses documents to further streamline your tax preparation, and move you toward a paperless, future-ready firm.
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REMEDY
Whoever said efficiency only knocks once, has been knocking at the wrong door!Award winning CCH ProSystem fx Engagement and CCH Axcess™ Financial Prep provide the highest level of security, maintain data integrity, and help you comply with ever-changing industry regulations.
Yes, I'm ready to increase our firm's tax preparation efficiency and streamline our workflow by as much as 40%.
Simply submit the form to learn more about a workflow that manages all business returns.