CCH Axcess Client Collaboration vs TaxCaddy: An Analysis for Public Accountants

1040 client collaboration systems streamline processes and improve the client experience, but not all systems are created equal. If you plan to evaluate your 1040 client collaboration options for the next tax season, this competitive analysis webinar will provide the valuable information to help you can make an informed decision.

In this webinar, we'll...

  • Determine how CCH Axcess Client Collaboration and TaxCaddy compare
  • Recommend mobile apps that provide a modern client experience
  • Evaluate fillable PDF support
  • Outline delivery of tax returns, vouchers, and e-file authorizations
  • Give examples of custom branding to match your firm’s style
  • Evaluate product maturity

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