In the next profile in its series on forward-thinking firms focused on the future, Wolters Kluwer, Tax & Accounting US today spotlights Harker Neumaier Associates (HNA), with two offices located in Colorado’s ski resort country west of Denver.
The six-person firm migrated from an on-premise solution to the complete CCH Axcess™ suite of cloud-based modules that integrate with a common core database. The firm’s increased flexibility to work from anywhere, along with the seamless integration of data within all five CCH Axcess modules, has made a significant difference in helping HNA better serve its clients.
“What we really like the most is the full integration,” said Todd C. Harker, CPA and firm partner. “Moving a tax project through the system is so nice; from planning the project with CCH Axcess Workstream™, to actual prep of the return in CCH Axcess Tax™ and being paperless using CCH Axcess Document™, to delivery via the portal direct from document and then final billing in CCH Axcess Practice™. Being able to see all that information on a single screen in the client dashboard is awesome!”
To improve communication with clients, Harker also points to CCH Axcess Portal™ and its enhanced ability to securely exchange documents and other forms in a paperless process via the firm’s web site.
“It’s very rewarding when we receive great customer feedback that reinforces our vision for CCH Axcess; an integrated central client database with all the tools at the user’s fingertips,” said John Barnes, Director of Workflow Solutions for Wolters Kluwer, Tax & Accounting US. “As changing client needs and demands quickly shape the way professionals do business, CCH Axcess provides a distinct advantage for firms of all sizes to get more done in less time.”