simplify your office with atx™ - amazon web services · where it creates new contacts with that...
TRANSCRIPT
Simplify Your Office With ATX™
Professional Tax Software and CCH iFirm Practice
Manager
Presented by Wolters Kluwer North America
Follow us: @cchsfs
Presenters:
Luis GalvisTechnical Marketing Manager
Wolters Kluwer
Blake Floyd
Solution Architect
Wolters Kluwer
Simplify Your Office
In using a comprehensive solution that integrates your Tax Software
and Practice Management, client data is seamlessly shared across
both systems, and you see benefits to your office's workflow and
efficiency.
Question:
1. What do you see as the biggest challenge for your firm in 2017?
a) Becoming a more efficient Tax Practice
b) Improving my document management
c) Not using disconnected solutions
d) Securely collaborating with clients and colleagues
e) Better managing my practice to facilitate growth
4
5
A Single Solution for Tax Professionals
What is CCH iFirm?
It’s simple – CCH iFirm Practice Manager is an online software solution that helps you manage your tax and
accounting business.
6
Most-loved features:
Centralized Client Management
Job Management
Automated deadline reminders
Track staff performance
Integrated Billing and Receivables
Create financial reports
Secure sharing via Client Portal
What does integration mean to you?
7
What? How? Why?
Bulk Contact Syncing
Allows users to upload all their contacts from the tax programs to CCH iFirm, where it creates new Contacts with that information
Save time Save money Reduce overlap Eliminate errors
transferring information
Single Click Access to CCH iFirm
With one-click, a button in the toolbar of both tax programs takes Tax Professionals to their iFirm sites
Save time Save money Reduce overlap
What does integration mean to you?
8
What? How? Why?
Contact Sync
Information updated to existing contacts within either the tax program or CCH iFirm is synchronized with the other program
Save time Save money Eliminate errors
transferring information
Tax professionals can copy Contact details from CCH iFirm into new tax returns for that Taxpayer
File more returns Increase revenue Save time Eliminate errors
transferring information
What does integration mean to you?
9
What? How? Why?
Invoicing Users can send an invoice from the tax program to CCH iFirm and email that invoice from CCH iFirm
Save time Easily track receivables Eliminate errors
transferring information
Job Status Users can link to the Job Status of each
tax return from within ATX
Track efficiency Track anticipated revenue
Question:
2. What solution(s) is your firm currently using?
a) Tax Software Only
b) Tax Software and Document Management
c) Tax Software and Practice Management
d) Tax and Accounting Software
e) Tax & Accounting Software, Document & Practice Management
10
ATX Professional Tax Software
ATX™ simplifies complex returns at an unbeatable value
• With over 8,000 compliance forms, ATX has the largest tax form library in the industry
• Integrates workflow management and CCH® Research tools directly within the software
• Trusted by tens of thousands of CPAs, EAs and sole practitioners across the country
ATX: Extensive Tax Form Collection
12
ATX: Intuitive Design Works the Way You Do
13
ATX: Planning and Analysis Tools
14
ATX: First-Class Research Resources
15
• Access to best in class research material through CCH IntelliConnect
• Powerful web-based research
• CCH A-Line D line item research
ATX Professional Tax Software
[ATX and CCH iFirm Live Demo]
Question:
3. What Software Solution are you currently using?
a) I’m using ATX™, TaxWise®, or CCH®ProSystem fx®
b) I’m using an Intuit Product (ProSeries, Lacerte, TurboTax)
c) I’m using a Thomson Reuters Product (UltraTax CS)
d) I’m using Drake
e) Other
Intro to CCH iFirm 17
CCH iFirm Practice Manager
CCH iFirm allows you to monitor and
streamline every aspect of your tax and
accounting business.
Manage Client Data with Accuracy
19
Specific Struggles iFirm Solutions
Disconnected contact information
Maintain strong client relationships
Too much data to remember
Not having access to data
Centralized contact database
Notes and reminders
Dynamic fields
Integration with ATX
Married?
Other Needs?
Business Changes?
Children?
Birthday?
CCH iFirm Practice Manager
[CCH iFirm Live Demo]
Manage Projects and Staff
21
Specific Struggles iFirm Solutions
Workload - multiple jobs at once
Undefined processes
Unsure of staff workload/production
Can’t keep up with deadlines
Centralized database of all jobs
Customizable checklists by job/client type
Resource allocation and timesheet
Due date management & automated alerts
Assign Staff
Analyze Progress
Meet Deadlines
CCH iFirm Practice Manager
[CCH iFirm Live Demo]
Improve Business Profitability
23
Specific Struggles iFirm Solutions
Which activities makes the most money?
Who are our most valuable clients?
Who’s my most efficient employee?
How do we plan better?
Job profitability
Client profitability
Team efficiency
Dashboard
CCH iFirm Practice Manager
[CCH iFirm Live Demo]
Securely Share and Collaborate
25
Specific Struggles CCH iFirm Solutions
Government regulations compliance
Sharing sensitive information
Easy to lose track of client documents
Adjustment to technology changes
Secure portal with audit trail
Automatic document upload notifications
Easy to use / setup
Custom homepage
CCH iFirm Portal
[CCH iFirm Client Portal Live Demo]
Question:
4. Do you currently have a practice management solution in place?
a) I have a specific software application to manage my business
b) I use Google Docs, Outlook Calendar, QuickBooks, etc.
c) I created my own solutions and processes
d) I don’t have any systems or processes in place
e) Unsure – I have processes but wouldn’t consider it practice management
27
ATX™ Tax Software Pricing
28
CCH iFirm Practice Manager with Portal
29
Full Time Practice Management: Seasonal Practice Management:
Why Choose The Seasonal Edition:
Full power of Practice Management during peak season
Manage client data and files in off-season
Includes CCH iFirm Client Portal
Why Choose The Full Time Edition:
Track workflows
Easily view job status
Centralize client data
Includes CCH iFirm Client Portal
$59/month for 3 users
Additional users $25 each per month
CCH iFirm Setup Fee of $199 is required with purchase. CCH iFirm Setup Fee of $199 is required with purchase.
$99/month for 3 users
Additional users $25 each per month
Simplify Your Document Management Today
30
CCH iFirm Client Portal – 12 months
Why Choose The Month to Month Option:
Includes 5 GB storage space for unlimited users on a month
to month basis
Flexible payment plan
Why Choose The 12 Month Option:
Includes 5GB storage space for unlimited users for 12 months
Save $90
$45/month
CCH iFirm Setup Fee of $99 is required with purchase. CCH iFirm Setup Fee of $99 is required with purchase.
$450.00/yr
CCH iFirm Client Portal – Month to Month
Simplify Your Office With ATX™ and CCH iFirm
Questions?
E-mail: [email protected]
Phone: 800-375-9542
Blake Floyd, Solution Architect | Luis Galvis, Technical Marketing Manager
Wolters Kluwer
Thank you for attending!
Follow us: @cchsfs