Wolters Kluwer introduced new, enhanced collaboration options as a part of the most recent launch of CCH Axcess Consumer Collaboration. The brand new capacities, generally, relate to monitoring and exchanging documentation between shoppers and accountants.
Particularly, the brand new software program gives a single, safe portal the place shoppers can add and share all documentation wanted for Varieties 1040 and enterprise tax returns. Having the ability to add and retailer paperwork as they change into out there, all yr lengthy, will help cut back last-minute scrambles to search out receipts and documentation at tax occasions.
The most recent model additionally permits customers to create tax return requests for S corps, C corps, partnerships, fiduciaries, worker plans and nonprofits. It additionally permits using present — or custom-configured variations of — engagement letters, questionnaires and doc request record templates.
Wolters Kluwer developed these new options in response to survey knowledge that named late and unprepared shoppers because the No. 1 problem for skilled tax preparers. The purpose was to discover a means for companies and shoppers to handle all tax workflows for each people and companies from a single safe collaboration platform.
“We all know that almost all of our prospects’ tax shoppers are busy small-business homeowners or professionals who simply need to get via tax time as shortly and painlessly as attainable. They do not have time to discover ways to use one system for his or her 1040 return and a unique system for his or her enterprise return. Now, with CCH Axcess Consumer Collaboration, they will not must,” mentioned Nate Brown, vice chairman of agency administration for Wolters Kluwer North America, in a press release.