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MANAGING YOUR TAX WORKFLOW: DISCOVER CCH PROSYSTEM FX FOR SMALL FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 5, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
Series: CFOs and Controllers
Course Description

With the launch of CCH® ProSystem fx® for Small Firms, Wolters Kluwer has created an all-in-one solution tailored specifically for your needs as a Small Firm; all bundled in an affordable package.

Join us for this webinar where we’ll discuss:

• A single start-to-finish solution for managing complex returns
• Deep tax compliance and calculation capabilities that deliver results for you and your clients
• The ability to securely communicate with clients to expedite the preparation and delivery of finished work
• Year-round billable services that provide value for your clients and new revenue streams for your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Luis Galvis

Wolters Kluwer Tax & Accounting
Technical Marketing Manager
[email protected]
7708575029

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Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.

Lance Center, CPA

Wolters Kluwer Tax & Accounting
Solution Architect
[email protected]
972-510-0595

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Lance Center is a CPA with over 25 years in public accounting. He has worked with large national firms, regional Tax & Accounting firms, as well as maintaining his own practice as a Sole Practitioner. After using Wolters Kluwer solutions for over 20 years, he joined the Wolters Kluwer team as a Solution Architect focusing on Small Firms and presenting Wolters Kluwer’s best in process solutions for tax, practice management, workflow management, scan technology, and communication.

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.