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Processing Credit Card Payments Without Special Equipment

Firms using CCH Axcess Practice and CCH Axcess Portal can now receive online payments from clients through CCH Client Axcess. Processing credit card payments makes firms more efficient, and it’s more...

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Practice Management Systems: Accounting Today predicts the “next big thing”

Practice Management systems have evolved quite a bit since the early days of accounting firm software. Recently in Accounting Today, writer Ted Needleman interviewed executives from several accounting...

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8 signs that email fatigue is slowing down your firm

A recent survey found that almost 75% of us are overwhelmed by the amount of email we receive. If you’re like the majority of us, you may be experiencing email fatigue. And your clients experience this...

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5 Ways to Prep Your Billing and Payments Processes for Tax Season

Before you become engrossed with tax returns, take time to examine your firm’s billing and payments processes. Make sure you’re set up for smooth workflows and maximum cash flow this year. Here are...

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5 New Years Resolutions for Better Firm Management

From unprecedented new tax laws to regulatory scrutiny on audit processes, accounting firms will experience a great deal of change in 2019. So, now is a great time to make a plan for improving your...

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How-to: Accept Electronic Payments

Studies show that clients prefer paying with credit cards, and the most convenient way to do so is often online. But firms that are used to sending paper bills each month are also used to accepting...

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Accepting online payments? Avoid these 4 big mistakes

Firms using CCH Axcess Practice and CCH Axcess Portal can now receive electronic payments from clients through CCH Client Axcess. Accepting online credit card payments makes firms more efficient, and...

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3 Reporting mistakes that could cost your firm

At many firms, management monitors the health of the firm through static reports generated periodically. Although this has been the status quo in most firms for decades, it presents a number of...

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Making the switch to fixed pricing

With several years of CCH Axcess under their belt, Smith & Salisbury PLLC made the leap to fixed pricing… And they haven’t looked back. The firm initially implemented CCH ProSystem fx Scan with...

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[Webinar] Overcoming Commoditization & Adding Value

Many firms are focused on efficiency — doing more in less time — because it’s one of the fastest ways to grow. But, in order to truly grow and thrive, they need to look beyond basic tax compliance....

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