ON-DEMAND WEBINAR: Leverage Technology to Automate Your Tax Advisory Services


This 1-hour webinar will answer the question you hear frequently from your clients “Why didn’t I hear about a federal or state legislation change ahead of time, or at all? Are you ready to stop having to answer that question? You’re not alone. We know it can be extremely time-consuming and challenging for staff to manually aggregate this information, identify which clients are affected and then advise those affected clients. By the time they do, it could be too late.

Don’t let manual processes hold your firm back.

Hear from Peter Wesch, Tax Principal at Smith Marion & Co and Lisa Erickson, Technology Product Manager at Wolters Kluwer as they share 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.

This on-demand webinar does not offer CPE credit. By filling out the form, you agree to receive follow-up contact from a Wolters Kluwer Solutions Consultant.

Watch The Webinar

 

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