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Tax Technology: Take the Pain Out of Switching Tax Software
Computer Software and Applications

TAX TECHNOLOGY: TAKE THE PAIN OUT OF SWITCHING TAX SOFTWARE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 3, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Course Description

With another tax season under their belts, many firms are planning to make a change to reduce the headaches related to unreliable tax software. But let’s be honest. There is always a bit of fear any change will be disruptive, and it’s hard to know if it will be worth it.
 
Don’t let that fear prevent you from making a change. Join this webinar to find out how Wolters Kluwer makes it easy to switch software. We’ll walk you through exactly what happens before, during, and after a transition. Plus, you’ll have a chance to hear from industry experts who have helped thousands of firms successfully convert, implement, and thrive using their new software.
 
Learning Objectives: 


  • Evaluate how changing tax software can improve accuracy and efficiency

  • List tips for pain-free software implementation, including planning and the data conversion process

  • Present resources and strategies for ongoing success in year one and beyond

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Aaron Seeman

Wolters Kluwer Tax & Accounting
Manager, Professional and Client Services

(847) 580-5000

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Aaron Seeman is a Manager in the Professional Services Department for Wolters Kluwer. He has been with Wolters Kluwer for 22 years and in a professional services role for 13 years. His team focuses on the technical onboarding activities for CCH Axcess Tax.

Linkedin

Brett Geiger

Wolters Kluwer Tax & Accounting
Manager, Tax Conversions Software

(847) 580-5000

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Brett leads our Tax Data Conversions department, helping customers seamlessly transition to CCH Axcess Tax and CCH ProSystem fx Tax. Before joining Wolters Kluwer, Brett worked in public accounting for 10 years, serving clients in various tax and technology roles.

John Becht

Wolters Kluwer Tax & Accounting
Senior Software Consultant

(847) 580-5000

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John Becht is a Tax Software Consultant for Wolters Kluwer, Professional and Client Services. Since joining CCH Inc. in 1989 John has worked in Technical Support for 10 years, but has most of his experience as a consultant providing firms with guidance on digital workflow. John has been providing consulting and training for many of Wolters Kluwer’s products, concentrating on ProSystem fx® Scan and AutoFlow, CCH Axcess™ and CCH® ProSystem fx® Tax.  

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.