CCH Axcess Tax

Step 1: Import financial data from accounting systems.

Step 2: Utilize the software's built-in tax research tools to identify applicable tax laws and regulations.

Step 3: Complete tax forms using the software's automated calculations and data validation features.

Step 4: Review the return for accuracy and completeness before filing.

Step 1: Use the client portal to collect client data and documents.

Step 2: Automate data entry using OCR and other data extraction technologies.

Step 3: Utilize the software's workflow management tools to track the progress of each return.

Step 4: Generate and deliver tax returns to clients electronically.

Step 1: Input client's financial data.

Step 2: Model different tax scenarios (e.g., Roth vs. Traditional IRA contributions).

Step 3: Compare the results and identify the most tax-efficient strategies.

Step 4: Present the findings to the client and make recommendations.

Step 1: Use the software's diagnostic tools to identify potential errors and omissions.

Step 2: Review supporting documentation to verify the accuracy of the information.

Step 3: Research tax laws and regulations to ensure compliance.

Step 4: Document audit findings and communicate them to the client.

Step 1: Assign tasks and responsibilities to team members.

Step 2: Share documents and information securely.

Step 3: Track the progress of each task and engagement.

Step 4: Communicate with team members using the software's built-in messaging features.