Allred Jackson’s Journey to Efficiency and Innovation with CCH Axcess™

The case study showcases how Allred Jackson, a Utah-based accounting firm, revolutionized its operations through early adoption of the CCH Axcess™ suite. Initially seeking improved tax compliance tools, the firm discovered an integrated, automated workflow that enhanced efficiency, accuracy, and collaboration. With CCH Axcess at the core of their system, Allred Jackson achieved seamless data flow, stronger compliance capabilities, and more time for client engagement and growth.

• Integrated Efficiency: Unified solutions across tax, document, and workflow management allowed the firm to streamline operations and improve teamwork.
• Automation and Intelligence: Tools like CCH® ProSystem fx® Scan, AutoFlow, and CCH Axcess iQ automated data entry, enhanced accuracy, and identified client impacts using predictive analytics.
• Comprehensive Compliance: CCH Axcess Tax handled both simple and complex multi-state returns, delivering scalability and consistency across clients.

Overall, Allred Jackson’s journey illustrates how embracing integration and automation with CCH Axcess drives innovation, saves time, and fosters a collaborative, client-focused culture that fuels long-term growth.