simplify your office with atx™ - amazon web services · 2016-04-30 · simplify your office in...

Simplify Your Office With ATX™

Professional Tax Software and CCH iFirm Practice

Manager

Presenters: Luis Galvis & Blake Floyd

Follow us: @lagcch or @cchsfs

Presenter: Luis Galvis, Technical Marketing Manager

Over 10 years of experience in the Tax and Accounting software

industry

Worked as a Product Specialist, Software Solutions Consultant

and Training Specialist

Current role: Technical Marketing Manager for CCH’s Tax,

Research and Firm Management solutions

Focused on simplifying tax and accounting offices to improve their

overall efficiency and productivity

Presenter: Blake Floyd, Sales Engineer

Over 7 years of experience in the Tax and Accounting software

industry

Worked as a Software Solutions Consultant and Product Specialist

Current role: Sales Engineer for CCH iFirm

Focused on simplifying tax and accounting offices to improve their

overall efficiency and productivity

Question:

1. What solution(s) is your firm currently using?

a) Tax Software Only

b) Tax Software and Document Management

c) Tax Software and Practice Management

d) Tax and Accounting Software

e) Tax & Accounting Software, Document & Practice Management

Intro to CCH iFirm 4

Simplify Your Office

In using a comprehensive solution that integrates your Tax Software

and Practice Management, client data is seamlessly shared across

both systems, and you see benefits to your office's workflow and

efficiency.


A Single Solution for Tax Professionals

What is CCH iFirm?

It’s simple – CCH iFirm Practice Manager is an online software solution that helps you manage your tax and

accounting business.


Most-loved features:

Easily view job status

Centralize client data

Create financial reports

Automated deadline reminders

Track staff performance

What does integration mean to you?

8Intro to CCH iFirm

What? How? Why?

Bulk Contact Syncing

Allows users to upload all their contacts from the tax programs to CCH iFirm, where it creates new Contacts with that information

Save time Save money Reduce overlap Eliminate errors

transferring information

Single Click Access to CCH iFirm

With one-click, a button in the toolbar of both tax programs takes Tax Professionals to their iFirm sites

Save time Save money Reduce overlap


9Intro to CCH iFirm

What? How? Why?

Contact Sync

Information updated to existing contacts within either the tax program or CCH iFirm is synchronized with the other program

Save time Save money Eliminate errors


Tax professionals can copy Contact details from CCH iFirm into new tax returns for that tax payer

File more returns Increase revenue Save time Eliminate errors



10Intro to CCH iFirm

What? How? Why?

Invoicing Users can send an invoice from the tax program to CCH iFirm and email that invoice from CCH iFirm

Save time Easily track receivables Eliminate errors


Job Status Users can link to the Job Status of each

tax return from within ATX

Track efficiency Track anticipated revenue

Question:

2. What products and services do you currently offer?

a) Tax Preparation Only

b) Tax Preparation and Bookkeeping

c) Tax Preparation, Bookkeeping and Live Payroll

d) Bookkeeping and Live Payroll

e) Other


ATX Professional Tax Software

ATX™ simplifies complex returns at an unbeatable value• With over 7,000 compliance forms, ATX has the largest tax form

library in the industry

• Integrates workflow management and CCH® Research tools directly

within the software

• Trusted by tens of thousands of CPE EAs and sole practitioners

across the country

ATX: Extensive Tax Form Collection


ATX: Intuitive Design Works the Way You Do


ATX: Planning and Analysis Tools


ATX Professional Tax Software

[ATX and CCH iFirm Live Demo]

CCH iFirm Practice Manager

CCH iFirm allows you to monitor and

streamline every aspect of your tax and

accounting business.

Manage Client Data with Accuracy

18Intro to CCH iFirm 18

Specific Struggles iFirm Solutions

Disconnected contact information

Maintain strong client relationships

Too much data to remember

Not having access to data

Centralized contact database

Notes and reminders

Dynamic fields

Integration with ATX

Married?

Other Needs?

Business Changes?

Children?

Birthday?


[CCH iFirm Live Demo]

Manage Projects and Staff



Workload - multiple jobs at once

Undefined processes

Unsure of staff workload/production

Can’t keep up with deadlines

Centralized database of all jobs

Customizable checklists by job/client type

Resource allocation and timesheet

Due date management & automated alerts

Assign Staff

Analyze Progress

Meet Deadlines

Improve Business Profitability



Which activities makes the most money?

Who are our most valuable clients?

Who’s my most efficient employee?

How do we plan better?

Job profitability

Client profitability

Team efficiency

Dashboard

CCH iFirm Portal

A smarter way to store, track, and share

documents with clients — eliminating insecure

e-mails and reducing print costs.

Securely Share and Collaborate



Government regulations compliance

Sharing sensitive information

Easy to lose track of client documents

Adjustment to technology changes

Secure portal

Automatic document upload notifications

Easy to use / setup

Custom homepage

Question:

3. Do you currently have practice management solutions in place?

a) I have a specific software application to manage my business

b) I use Google Docs, Outlook Calendar, QuickBooks, etc.

c) I created my own solutions and processes

d) I don’t have any systems or processes in place

e) Unsure – I have processes but wouldn’t consider it practice management


Thank you for attending!

- Luis Galvis & Blake Floyd

simplify your office with atx™ - amazon web services · 2016-04-30 · simplify your office in...

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