2015 Innovation Award Nominee:
Wolters Kluwer Tax & Accounting U.S. – CCH Axcess Mobile Solutions
CCH Axcess Mobile Solutions are truly an innovation in the field of Tax and Accounting software. These products include the professional facing application– CCH Axcess– which provides firms with access to key client, firm and staff information anywhere, anytime. Also available is a “client facing” application — CCH Client Axcess — that allows the client to send files to or receive files from the tax professional.
What differentiates these apps is Wolters Kluwer’s use of the ‘responsive design’ approach. This provides users with the ability to choose their device of choice — be it an Apple iPhone, an Android tablet, or even one of the leading browsers on a laptop of desktop computer. The responsive interface is intelligent enough to recognize the device being used and optimize how the features and functions are displayed and accessed.
The professional-facing CCH Axcess Mobile Solutions app provides quick access to critical client information. This allows tax and accounting professionals to be more productive, even when they’re on the go or away from the office. Professionals always have access client contact information such as phones numbers, e-mails and street addresses, as well as client notes, staff data, and client contacts. Users can call, text or even view maps with ease. CCH Axcess Mobile Solutions also provide quick access to a firm’s latest billing information, including open invoices and recent payments.
Regardless of where they are, professionals can access any file stored in the Document Management module, as well as send or receive files via the Portal solution. Lastly, staff can key and manage their time on the app. All these features allow the professional to be more responsive to client needs even when they’re away from the office. CCH Client Axcess is a new app that the professional’s client can use to efficiently send or receive files. This easy-to-use interface is available on Apple or Android devices as well as via browsers. Unique to the mobile devices is the ability to take pictures of invoices or receipts and quickly post them to the Portal.
Click here to see all of the other nominees for the 2015 Innovation Awards.
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