Achieving excellence with a centralized tax workflow

Clark Schaefer Hackett, a leading CPA firm, achieved operational excellence by centralizing its tax processes with CCH Axcess™ Tax. Facing inefficiencies from managing disparate systems, the firm adopted the cloud-based solution to streamline workflows and reduce manual workload. With features like the K-1 import and integrated modules, the platform empowers professionals to shift from data entry to strategic client engagement.

• Streamlined workflows by eliminating multiple disconnected software tools
• Enabled faster access to client documents and collaboration tools
• Improved efficiency with advanced features like K-1 import automation
• Promoted a consultative approach for tax professionals through automation
• Enhanced the firm’s ability to scale and maintain compliance

By embracing CCH Axcess Tax, the firm has strengthened its core operations, allowing staff to focus on delivering value-added services and adapting to the evolving demands of the tax industry.