Wolters Kluwer, CCH Small Firm Services has added new features and integration to the 2015 edition of its professional tax preparation software products, ATX and TaxWise.
For the 2015 filing season, ATX customers will experience more seamless integration with the CCH iFirm practice-management and research systems, and expanded capabilities for preparing complex returns. ATX’s integration with CCH iFirm streamlines management of client data, job reporting and invoicing.
“The most significant enhancement is that ATX now integrates with our practice management platform, CCH iFirm, creating a powerful solution for improving profitability through efficient workflow allocation and prioritizing tasks with the greatest revenue potential,” said Kerri Gibson, vice president and general manager of small professional for Wolters Kluwer, CCH Small Firm Services.
All ATX bundles now feature broader integration with the CCH IntelliConnect platform, including access to the IntelliConnect Browser search tool within ATX, which allows preparers to access both professional and public research sources more quickly during the tax preparation process.
For the 2015 season, TaxWise also now integrates with the CCH iFirm practice management system, allowing firms to allocate workload capacity, prioritize tasks with the greatest revenue potential and streamline billing.
Additional TaxWise enhancements include improved functionality in the Return List feature, allowing tax professionals to more quickly organize clients’ returns. A new e-signature and document-sharing feature allows tax preparers to communicate securely with clients and gather signatures remotely and in person. A new identity-theft resolution service has been added to Protection Plus, which no longer requires enrollment by tax professionals to offer this service to their clients. TaxWise also offers support for new advance-refund products recently released by partner banks.
For tax professionals who choose TaxWise Online, enhancements for the upcoming tax-filing season include a simplified competitive tax software conversion process; additional settlement solutions through Refund Advantage and Republic Bank & Trust Company; Google Chrome browser support for template management; a new user role for limiting access to return printing; and enhanced management of active and inactive users.
“We’ve placed a strong emphasis on a more seamless user experience with a focus on efficiency and organizational tools for the 2015 filing season, including more robust capabilities for organizing client data,” said Shannon Bond, vice president and general manager of commercial services for Wolters Kluwer, CCH Small Firm Services.
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