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Maximizing wolterskluwer

MAXIMIZING YOUR REVENUE WITH TAXWISE AND CCH IFIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 8, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Series: CFOs and Controllers
Course Description

If your tax office or offices process a high volume of returns, TaxWise is your solution. Available as both a desktop or cloud-based solution, TaxWise streamlines e-filing, fee collection, and managing your clients’ digital documents. TaxWise also offers a wide variety of refund settlement options and workflow simplification through its integration with CCH iFirm Practice Manager.

During this webinar, you will discover the many benefits of using the TaxWise Tax Preparation solution and learn how it syncs with CCH iFirm to streamline your office environment, including:

Tax preparation software is among our market-leading solutions. ATX™, TaxWise® and ProSystem fx® Tax provide unique features that provide an integrated suite of solutions for achieving start-to-finish accounting processes.

During this webinar, you will discover additional software solutions that will help you expand your service offerings, including:

Learning Objectives

  • Preparing more returns faster with increased accuracy.

  • Maximizing workflow efficiency with built-in time-saving tools.

  • "What If?” Scenario mode and line-by-line tax help.

  • Integrations with CCH iFirm contact data and invoicing.

  • Tracking jobs and workflows.

  • Managing client data and keeping an eye on your business performance.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Blake Floyd

Wolters Kluwer Tax & Accounting
Solution Architect, CCH iFirm
blake.floyd@cchsfs.com
(847) 580-5000

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Blake Floyd has 8 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Sales Engineer. In his current role as a Solution Architect for CCH iFirm, his focus is on working with tax and accounting professionals to help them as simplify their processes and improve their overall efficiency and productivity, and profitability.

Linkedin

Luis Galvis

Wolters Kluwer Tax & Accounting
Technical Marketing Manager
luis.galvis@wolterskluwer.com
7708575029

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Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.