CPA Practice Advisor

JUN 2018

Today's Technology for Tomorrow's Firm.

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8 JUNE 2018 ■ www.CPAPracticeAdvisor.com COVER STORY CCH Axcess iQ: Wolters Kluwer Empowers Firms to THRIVE IN A WORLD OF CHANGE By Gail Perry, CPA, Editor-in-Chief MUCH OF THE conversation among accounting professionals today focuses on how to build and protect client relationships by elevating the accounting practice to an advisory and strategy-driven level. As much of the traditional write-up and tax preparation work becomes automated and commoditized, accountants have the opportunity to hone their consultative skills in order to provide meaningful and long-term value to their clients. But exactly how does one do that? If you've built your practice on performing the same job each year for your clients, and you see some of that work slipping away, what are the steps you should take to cement your role as an integral financial team member for your clients? "We know accountants want to deepen their relationships with clients, move away from interactions that are based on one-time events, like tax returns, and move to a relationship where they're interacting consistently and frequently with clients, offering important advice, not just about taxes, whether in their lives or their businesses," said Jim McGinnis, executive vice president and general manager at Wolters Kluwer Tax & Accounting US Mid/Large Firm Segment. To help facilitate that transition, Wolters FIGURE 1: CCH Axcess iQ Event List FIGURE 2: CCH Axcess iQ Affected Clients List

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