Discover the Enhanced Power of CCH Axcess iQ

As firms seek to shift focus away from entering data, they need tools to help leverage that data better. The shift from commoditized compliance services to more valuable advisory services reflects the disruptive changes taking place right now in the accounting profession. CCH Axcess iQ addresses many of these critical business issues.

Firms leveraging CCH Axcess iQ are able to streamline processes during tax preparation and beyond. Driven by the power of CCH Axcess™ Tax and CCH® AnswerConnect, the easy-to-use client dashboard within CCH Axcess iQ displays real-time legislation changes, planning opportunities, affected clients and proposed client letters. In addition, at the time of tax preparation, users can view the Client Dashboard to see which federal and state events affect clients.

Additional Resources

Best Practices for Providing Strategic Advisory Services

One of the most important issues facing CPA firms is the growing expectations that clients have. With rapidly changing legislations, clients now expect their CPA to be proactive and provide higher value advisory services. View the infographic here to learn more!

Return on Investment Calculator for CCH Axcess iQ

Use the calculator to gain a better perspective on how much your current processes for offering tax advisory services are costing your firm in terms of productivity and administration, versus if you were using CCH Axcess iQ. Gain insight on how  much you can increase your profit margin by providing strategic tax advisory services throughout the year. The results may surprise you. Simply enter a few high-level data points now.

On-Demand Webinar: Leverage Technology to Automate Your Tax Advisory Services

Watch the on-demand webinar to hear from Peter Wesch, Tax Principal at Smith Marion & Co as he shares the benefits of leveraging the CCH Axcess Suite, including:

  • Improving client satisfaction and relationships by providing proactive advisory services.
  • Remaining competitive, relevant and different to our existing and new clients.
  • Enabling your staff to practice at the top of their license, increasing productivity, profit margin and overall firm growth.

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The Benefits of CCH Axcess iQ, with Peter Wesch

"With CCH Axcess iQ, staff are essentially not having to do that research and writing letters... Prior to CCH Axcess iQ, I would assign research assignments to team members, and they would spend anywhere from six to twelve hours researching and writing up a letter, and then sending it over for review. Then, I would spend another hour editing it and sending it back. And eventually we end up with something that we could send out to the client. And so, the iQ technology not only eliminates most of that time, but also tells us which clients it's applicable to, so that we can easily reach the target audience for any specific research area."