Enrich client relationships and maximize billable hours post extension season

Many professionals would agree that the last two tax seasons have been challenging, with both federal and state government entities implementing new pandemic-related legislation and extending filing deadlines. Your clients have questions and are going to look to you for answers and direction as to what they should do as we close out 2021 and head into the new year.

Join us for this one hour CPE-accredited panel discussion to learn how you can leverage CCH Axcess cloud-based software to try and make sense -- and take advantage of -- the shifting dynamics of tax preparation, while enhancing client relationships and increasing revenues. Led by Robin Gensler, Solution Architect III at Wolters Kluwer Tax & Accounting, and joined by Steve Mandel, CPA and Partner at Smith Mandel & Associates, LLC in Burbank, CA, we’ll review some of the challenges of the past two pandemic-affected tax seasons. We’ll also discuss what you can do moving forward to address legislative changes and mine your client data to proactively identify more valuable client services on a case-by-case basis. Discover how you can take advantage of the cloud to: