toni anne rocker grows, manages and protects her firm with cch axcess™

Toni Anne Rocker Grows, Manages and Protects her Firm with CCH Axcess ™ ©2014 CCH and/or its affiliates. All rights reserved. Join us on at CCHGroup.com/Social All trademarks and copyrights are property of their respective owners. When Toni Rocker started her own accounting firm in 2009, she knew that she’d have a lot to learn. But she had already made one big decision — she would use the same CCH ® tax preparation software in her new startup that she’d used at her former employer. She had used ProSystem fx ® Tax for more than 10 years, and she trusted it. “One of my goals when I started my own practice was that I wanted to use the latest and greatest technology to keep up with the younger generation coming out of college and to keep myself updated with the latest IT,” said Ms. Rocker. So in 2010, she embraced the cloud and transitioned to CCH Axcess ™ for tax preparation and document management. A More Professional Tax Presentation CCH Axcess Tax delivered the same accuracy that Ms. Rocker had come to expect from ProSystem fx Tax. “It helps me present a tax return to my clients that is accurate and professional. It helps me be a better CPA and make an effective presentation,” she said. With most tax solutions, software updates are time consuming. With CCH Axcess, software updates are performed automatically in the cloud by CCH. “I just turn on my computer in the morning and it’s done,” she said. Secure Document Storage without Manual Backup Ms. Rocker stores all prior-year returns and papers digitally in CCH Axcess ™ Document. She also keeps two years of paper returns at the office for face-to-face meetings with clients. “Document is an excellent software for me because I don’t have to worry about performing a backup on my end. I’m not in charge of that — CCH is,” she said. Having access to both historical documents and current returns in the cloud also empowers her to work from home just as efficiently as at the office. Overall, Ms. Rocker is pleased with CCH Axcess and credits it for giving her the time she needs to focus on growing, managing and protecting her firm. “I love the program. It’s very easy to navigate and very user friendly,” she said. “To me, it’s the Cadillac — it’s the best of the best.” For More Information CCHGroup.com/Axcess 800-PFX-9998 (800-739-9998) 1/14 2013-0647-2 Key Data Name: Toni Anne Rocker, CPA, PLLC Firm Headquarters: Raleigh, NC Firm Type: Sole Practitioner Founded: 2009 Website: ToniRocker.com Services: l Individual tax preparation l Small business tax preparation l Small business services — bookkeeping, payroll and reporting, bank reconciliations Challenge l Take advantage of new technology l Leverage greater efficiency in tax preparation l Save time in order to focus on growing the business Why CCH Axcess l Well-designed user interface that is easy to navigate and use l No need to perform data backups or install updates l Flexible and experienced support team dedicated to exceeding expectations Results l Produces professional, accurate tax returns that clients appreciate l Organizes and stores past client returns and other documents l Enables Ms. Rocker to work from home as efficiently as in her office

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Toni Anne Rocker Grows, Manages and Protects her Firm with CCH Axcess™

When Toni Rocker started her own accounting firm in 2009, she knew that she’d have a lot to learn. But she had already made one big decision — she would use the same CCH® tax preparation software in her new startup that she’d used at her former employer. She had used ProSystem fx® Tax for more than 10 years, and she trusted it.

“One of my goals when I started my own practice was that I wanted to use the latest and greatest technology to keep up with the younger generation coming out of college and to keep myself updated with the latest IT,” said Ms. Rocker. So in 2010, she embraced the cloud and transitioned to CCH Axcess™ for tax preparation and document management.

A More Professional Tax PresentationCCH Axcess Tax delivered the same accuracy that Ms. Rocker had come to expect from ProSystem fx Tax. “It helps me present a tax return to my clients that is accurate and professional. It helps me be a better CPA and make an effective presentation,” she said.

With most tax solutions, software updates are time consuming. With CCH Axcess, software updates are performed automatically in the cloud by CCH. “I just turn on my computer in the morning and it’s done,” she said.

Secure Document Storage without Manual BackupMs. Rocker stores all prior-year returns and papers digitally in CCH Axcess™ Document. She also keeps two years of paper returns at the office for face-to-face meetings with clients. “Document is an excellent software for me because I don’t have to worry about performing a backup on my end. I’m not in charge of that — CCH is,” she said. Having access to both historical documents and current returns in the cloud also empowers her to work from home just as efficiently as at the office.

Overall, Ms. Rocker is pleased with CCH Axcess and credits it for giving her the time she needs to focus on growing, managing and protecting her firm. “I love the program. It’s very easy to navigate and very user friendly,” she said. “To me, it’s the Cadillac — it’s the best of the best.”

For More Information CCHGroup.com/Axcess 800-PFX-9998 (800-739-9998)

1/14 2013-0647-2

Key DataName: Toni Anne Rocker, CPA, PLLCFirm Headquarters: Raleigh, NCFirm Type: Sole PractitionerFounded: 2009Website: ToniRocker.com

Services:ll Individual tax preparation

ll Small business tax preparation

ll Small business services — bookkeeping, payroll and reporting, bank reconciliations

Challengell Take advantage of new technology

ll Leverage greater efficiency in tax preparation

ll Save time in order to focus on growing the business

Why CCH AxcessllWell-designed user interface that is easy to navigate and use

llNo need to perform data backups or install updates

ll Flexible and experienced support team dedicated to exceeding expectations