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When you have to be right
2015-0344-11A.2
S
Be inspired by one common goal —
SUCCESS!
Visit CCHGroup.com/Faces to
read the...
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Future-Ready Firms Manage with Productivity and Peace of Mind

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View our latest infographic Future-Ready Firms Manage with Productivity and Peace of Mind and discover how these two firms benefit with automated workflows and sophisticated technology.

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Future-Ready Firms Manage with Productivity and Peace of Mind

  1. 1. When you have to be right 2015-0344-11A.2 S Be inspired by one common goal — SUCCESS! Visit CCHGroup.com/Faces to read these case studies and more. Future-Ready FIRMS with Productivity and PEACE OF MIND Startup Firm Delivers Personalized Client Service with Large-Firm Expertise and Technology At C&L Tax and Accounting Services, LLP, all client documents are saved and organized in CCH Axcess Document, including: tax returns, contacts, wills, trust agreements, client receipts, bank statements and workpapers. Suzanne LoBiondo, CPA, Founder and Partner, C&L Tax and Accounting Services, LLP “The Radical CPA” Shares a New Vision of Accounting Technology New Vision CPA Group’s goal was to adopt a cloud-based tax and accounting suite with open standards, so they switched to: Jody L. Padar, CPA, MST, CEO & Principal, New Vision CPA Group Large Firm Expertise for complex, global client needs Small Firm Personalized, one-on-one service Sophisticated Technology Automated Workflows CCH® ProSystem fx® Scan Save up to 30 minutes per tax return and reach new levels of productivity. CCH Axcess™ Workstream Increase profitability with a full-featured solution designed to efficiently manage all of your deliverables. CCH Axcess™ Document Achieve centralized document management in the cloud. CCH Axcess™ Portal Mitigate risk, support client privacy and gain a competitive edge by delivering better client service. CCH Axcess™ Tax An intelligent tax preparation, compliance and workflow solution specifically built for the cloud.

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