When you have to be right
Tax & Accounting
Top Questions to Consider
before Settling for Another
Year of Lacerte® Tax
Ongoing assessment of your firm’s current tax preparation and compliance
software is very important. Before renewing your Lacerte® Tax software,
consider whether there’s a better choice available. You owe it to yourself —
and your firm — to keep these things in mind:
• Is it time to re-evaluate the software
decisions made years ago and take into
consideration changes in your firm needs,
staff input, and new information and
technologies?
• Are you willing to put your firm at a
competitive disadvantage by continuing
to use outdated technology and/or by not
embracing new technologies?
• Why not trust the same company that
develops income tax preparation and
compliance software used by thousands of
firms of all sizes — as well as the majority of
the Top 100 Firms?
• Will keeping the status quo get your firm
ahead of the competition and attract
professional staff?
• Is there a better, more efficient way to
prepare client tax returns in the cloud?
• Why not rely on the same 100-year-old
company the IRS depends on for their tax
research information?
• Perhaps most importantly, why not look
at a dynamic and innovative product like
CCH Axcess™ — Wolters Kluwer’s integrated,
cloud-based solution that operates through
one centralized database, offering a
seamless flow of data between modules?
At Wolters Kluwer, we’re thriving in this era of new emerging technologies and convenient mobile
solutions that improve workflow efficiencies and provide better team collaboration. And we’re
setting the bar extremely high for our competitors who are trying to catch up to the technical
and mobile advances we’ve made.
As you gauge how your current tax preparation and compliance software performed during tax
season, please keep the following questions in mind and consider providing Wolters Kluwer with
an opportunity to earn your trust — and your business.
Top Questions to Consider before Settling for Another Year of Lacerte® Tax
1.Do you get the feeling that your
current vendor is competing with
your business and/or primarily
investing in the development of
their consumer-based tax prep
solution?
At Wolters Kluwer, we consider
ourselves a trusted business
partner to our customers and our
primary goal is to serve tax and
accounting professionals — so
you can focus on providing expert
advice to your clients.
4. Is your current software enhanced
every year with hundreds of new
features, functionalities, forms
and schedules?
CCH Axcess is updated throughout
the year with a comprehensive list
of new enhancements designed
to make your tax preparation and
workflow experience more efficient
and productive. And when it comes
to forms and schedules supported,
the list is expansive. Review them
at CCHGroup.com/CloudUpgrade.
2. Is the software you’re currently
using built on an old, outdated
technology platform?
CCH Axcess is built on cloud
technology that offers you a
multitude of benefits — from
a common core database and
automatic updates to 24/7 mobility
and improved data security.
5. How satisfied are you with your
software’s e-filing capabilities?
Staying ahead of the game in
transitioning to the IRS’s new
modernized 1040 e-file mandate,
CCH Axcess electronic filing
capabilities offer all federal and
state returns — whether mandated
or not — and produce real-time
return acknowledgement. And, as
the first IRS approved e-signature
solution, CCH® eSign fits right in to
our end-to-end cloud-based digital
tax workflow, offering convenience
and time-savings — as well as
updated status information when
your client signs digitally.
3. Is your firm looking for an
integrated tax preparation,
compliance and workflow solution
that’s easy to use, access and
maintain?
CCH Axcess is easy to use, and
since it resides in the cloud,
updates are made automatically
by Wolters Kluwer — ensuring all
staff members are always using
the latest version of the software.
What’s more, with 24/7 access,
your staff will enjoy working from
home or while on the road. And
you can rest assured that the data
is always current because there’s
no sync required that may result
in inaccurate information. Rather,
the most up-to-date information
is readily available at your staff’s
fingertips.
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6. When you need help or product
assistance, how easy is it to find
context-sensitive help within
the software or get it from
Customer Support?
The context sensitive help within
Wolters Kluwer’s tax preparation
and compliance software usually
puts the answers right at your
fingertips. However, if there is
a need that arises, you will also
have a dedicated CCH Axcess
implementation specialist, and
7. How well does your software
integrate and sync with your firm’s
other products?
The CCH Axcess modules are built
on a single common core database
that shares information between
modules and provides a complete
solution — from automated data
entry to storage and delivery of
the finished tax return and all
supporting documentation.
8. How easy is it to find help from
an authoritative source while
preparing returns in your current tax
preparation and compliance system?
With CCH® Tax Prep Partner, Wolters
Kluwer offers a dynamic and
integrated compliance guide with
instructions for completing each
line of a return along with helpful
practice aids for new staff. All you
need to do is right-click in the area
where you need assistance and
you’ll access pertinent, up-to-date
information from our top authors.
9. Is it really true that Wolters Kluwer’s
solutions are more than I need and
cost more than I’m willing to spend?
Firms of all sizes are taking
advantage of CCH Axcess and
reaping the many benefits this
award-winning solution provides.
We have a number of pricing
models as well as product and
service bundles available. We can
review the various options to see
which may fit both your needs and
your budget.
© 2016 CCH Incorporated and its affiliates. All rights reserved.
Lacerte is a registered trademark of Intuit.
2014-0565-41
For More Information
CCHGroup.com/CloudUpgrade
Customer Support is available via
phone, email and online — so you
can get answers quickly.
800-739-9998
When you have to be right