When accounting firm Allred Jackson set out to find a more efficient and comprehensive tax solution, the search became an opportunity to transform how the firm works. By adopting the CCH Axcess™ suite, the 30-person firm brought its processes together through integrated workflows and comprehensive tax compliance capabilities, helping its team operate more efficiently and support continued growth.
This case study explores how Allred Jackson uses automation, integrated solutions, and predictive intelligence to streamline tax workflows, reduce manual data entry, and deliver more proactive client service. From automating data entry with CCH® ProSystem fx® Scan and AutoFlow to using CCH Axcess iQ to identify clients affected by legislative changes, the firm has been able to save time, enhance efficiency, and uncover new revenue opportunities.
Download the case study to discover how Allred Jackson:
- Unified its processes within a cohesive, integrated tax technology environment.
- Automated tax workflows and reduced time spent on manual data entry.
- Managed basic, complex, multi-state, and international tax returns.
- Used predictive intelligence to identify relevant legislative changes for clients.
- Improved efficiency while supporting proactive client conversations.
- Enhanced collaboration, saved time, and created opportunities for additional revenue.