HeimLantz CPAs and Advisors Improves Efficiency and Quality with CCH Axcess™

The firm implemented CCH Axcess Tax and CCH Prosystem fx Scan and AutoFlow to organize their workpapers exactly how they want, and it’s helped give them a view into every part of their tax prep and compliance process.

“As a technology driven firm, we love using CCH Axcess™ Tax and CCH® ProSystem fx® Scan and AutoFlow because they really simplify our workflow and let us know exactly where the tax return is in the entire process. We also have a dedicated scanner who only scans our workpapers, so we always know where we are in the queue, when to expect them, and from there we can assign them to the preparer.”
- Amy Smith, CPA Business Unit Leader of Tax HeimLantz CPAs and Advisors

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