Managing clients takes hard work and strength to meet the specific demands of the job. It can feel mentally draining to juggle several platforms for each respective client. The process can get ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

TAMPA, Fla.--(BUSINESS WIRE)--With the latest release of CCH Axcess Client Collaboration, Wolters Kluwer Tax and Accounting is making tax season easier and more time efficient for tax professionals ...

Collaborative software is growing in popularity for both accountants and clients. Groupware, as it's also known, helps people work together on a common task to achieve their goals regardless of their ...

Wolters Kluwer announced new, enhanced collaboration features as part of the latest release of CCH Axcess Client Collaboration. The new capacities, in general, relate to tracking and exchanging ...

NEW YORK--(BUSINESS WIRE)--Today, Wolters Kluwer Tax & Accounting announced that it has released over 250 innovative new features in its award-winning, cloud-based CCH Axcess™ Client Collaboration ...

To keep up with the modern corporate client, law firms will need to offer some flexibility to consider additional software purchases and possibly reconfigure policies, according to ILTACON 2021′s ...

Empowering tax & accounting firms with AI-driven collaboration to accelerate client engagement and workflow efficiency CCH Axcess Client Collaboration — powered by Expert AI capabilities delivers ...

New technologies are optimizing today's offices for better collaboration, improved productivity, energy efficiency, and employee health. Read now The social software and collaboration software market ...

As artificial intelligence and robotics become part of everyday business, the real challenge is no longer whether the technology works, but how it can actually help people do their jobs better or ...