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Dewar Meeks + Ekrem PC Solves Global Tax Challenges for International Clients Using CCH Axcess™

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Dewar Meeks + Ekrem PC has relied on Wolters Kluwer tax preparation, practice management and research solutions for 30 years. Taking advantage of Wolters Kluwer’s continuous technological innovation, the firm completed their first “paperless” tax season in 2007 and moved to the cloud two years ago when they implemented CCH Axcess.

To learn more visit CCHGroup.com/Axcess

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Dewar Meeks + Ekrem PC Solves Global Tax Challenges for International Clients Using CCH Axcess™

  1. 1. Tax & Accounting US Dewar Meeks + Ekrem PC Solves Global Tax Challenges for International Clients Using CCH Axcess™ Case Study: Digital Tax Workflow When you have to be right
  2. 2. 2 Dewar Meeks + Ekrem PC Solves Global Tax Challenges for International Clients Using CCH Axcess™ Dewar Meeks + Ekrem PC is a firm with eyes firmly on the future — and it’s a future-ready firm driven by technology. Shareholder Nancy Ekrem has been a driving factor for many of the firm’s automation projects. “We like new toys, and I’m always looking to make our procedures smarter, better and faster. I was really excited when Wolters Kluwer announced that they were going to the cloud with their tax software.” — Nancy Ekrem, Shareholder, Dewar Meeks + Ekrem PC The firm has relied on Wolters Kluwer tax preparation, practice management and research solutions for 30 years. The firm has taken advantage of Wolters Kluwer’s continuous technological innovation, completing their first “paperless” tax season in 2007 and moving to the cloud two years ago when they implemented CCH Axcess. Dewar Meeks + Ekrem PC Key Data: • Founded in 1984 • Headquartered in Edmonds, Washington • Nine employees, with surge to 18 during busy season • Specializing in tax, accounting and business consulting services
  3. 3. Dewar Meeks + Ekrem PC Solves Global Tax Challenges for International Clients Using CCH Axcess™ 3 Productivity Improved throughout the Tax Preparation Process CCH Axcess is the tax and accounting profession’s first modular, cloud-based tax preparation, compliance and firm management solution. Featuring secure access from anywhere with an Internet connection, its integrated central database offers a single point of access to the entire tax process — from return preparation and compliance to file storage, project management, time entry, billing and reporting. “The transition to the cloud was really a no brainer for us. We could have more flexibility; we would save time in computer maintenance and reduce our need for server infrastructure. I saw that as a win/win/win! We save time, we save money and we don’t have to deal with administrative stuff.” By design, the firm went live with CCH Axcess in the fall, just three weeks before a major tax deadline. Ekrem wanted to force her team to “use it under fire” before the primary tax season began. End users enjoyed an easy transition, requiring only one hour of training on each module. From preparation and review to delivery of client returns and subsequent billing, CCH Axcess increased efficiency throughout the firm’s tax processes. “The preparers are flying through their work. [CCH Axcess™ ] Workstream has really helped us keep track of projects in real time. Our administrative staff spends much less time storing the finished product and figuring out where a project is in process.” Ekrem and her partners each review hundreds of returns during tax season, so even a few minutes saved per return can add up to major time savings. CCH Axcess features easier navigation during review and single-click drill down into detailed information, from inside the return. “I really felt like we got more done before the April 15th deadline with CCH Axcess. It was easier for me to review returns and I’m saving five or six minutes per return.” Nancy Ekrem Shareholder Dewar Meeks + Ekrem PC Edmonds, Washington
  4. 4. Dewar Meeks + Ekrem PC Solves Global Tax Challenges for International Clients Using CCH Axcess™ 4 The Cloud Eliminated Software Administration Hassles and Saved Costs Prior to implementing CCH Axcess, Dewar Meeks + Ekrem PC hosted tax solutions in a private cloud. That provided the freedom and flexibility to access client files remotely, but required constant work to keep the system updated. CCH Axcess freed Ekrem from system administration and lowered the firm’s infrastructure costs. “Before CCH Axcess, we did a lot of administrative work to keep our system strong, like weekly updates to the tax software. Something would always go wrong, and that slowed everybody down, wasted my time and made me crazy. I’m so thankful we don’t have to deal with that anymore.” Access to Real-Time Information Improves Client Service and Front Office Efficiency The firm manages every project in CCH Axcess Workstream, empowering everyone in the office with real-time information about where a return is in the process. Projects are captured in Workstream at their outset, and when a preparer or reviewer picks it up, the project status updates automatically. Managers use the information to balance workloads and keep projects moving. It also helps the front office answer the age-old client question: ‘Where is my return?’ “With access to Workstream status information, our front office is more effective. They’re not wasting their time hunting for client files, and they’re not bugging the staff about the status of a return.”
  5. 5. Dewar Meeks + Ekrem PC Solves Global Tax Challenges for International Clients Using CCH Axcess™ 5 Employees capture their time daily in CCH Axcess™ Practice, so that every minute is tied to a client project in Workstream. When a project has a completed status in Workstream, it’s ready to bill. “Billing is both easier and faster. We can easily get answers to the questions we ask when we’re trying to put out a bill with a tax return, financial statement or consulting job, so we can make decisions faster. Almost all bills go out when the project is complete, so the timing of the billing is more effective.” Dewar, Meeks + Ekrem PC is Ready for the Future Perhaps the most important benefit of CCH Axcess is how it positions the firm for greater future success, both in client service and recruiting. Growing technological sophistication of both clients and employees means they expect to access timely information in just a few clicks, from anywhere, at any time. “I really think that if we didn’t go to CCH Axcess, we’d be totally antiquated in today’s instant gratification world. We would have no way of attracting staff in the future. I couldn’t imagine college interns coming in here if we were still on a clunky system. CCH Axcess provides technology that allows us to stay in this marketplace and be prepared for the next marketplace. Wolters Kluwer has been a fantastic partner.”
  6. 6. When you have to be right © 2016 CCH Incorporated and its affiliates. All rights reserved. Please visit CCHGroup.com/Axcess for more information. Contact information: Wolters Kluwer 2700 Lake Cook Road Riverwoods, IL 60015 United States 800-739-9998 2/16 2016-0014-4

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