Allred Jackson’s Journey to Efficiency and Innovation with CCH Axcess™

How a growing Utah firm unified its workflows and accelerated performance.

When Allred Jackson, a 30-person accounting firm, set out to improve its tax operations, the goal was simple: greater efficiency. What they found through Wolters Kluwer’s CCH Axcess™ suite was a fully integrated, cloud-based platform that transformed how their team collaborates, automates, and delivers client service. By connecting compliance, workflow, and intelligence tools, the firm achieved measurable gains in productivity and insight.

Inside the Guide

Learn how integration across the CCH Axcess suite unified disconnected processes into one cohesive workflow.
See how automation tools like AutoFlow and ProSystem fx® Scan reduced manual data entry and improved consistency.
Explore how predictive intelligence in CCH Axcess iQ helped identify client opportunities and legislative impacts in real time.
Discover how the firm enhanced collaboration, reduced review times, and improved client responsiveness.

Why It Matters

Integrated technology isn’t just about efficiency — it’s about adaptability. By connecting data, teams, and insights, firms like Allred Jackson are building a smarter foundation for growth and proactive client engagement in a rapidly changing tax landscape.

Download the case study to see how Wolters Kluwer helps firms streamline tax workflows and unlock new levels of efficiency with CCH Axcess™.