Watch this on-demand webinar with Dean Shepherd and Natasha Kobrak who will explain and demonstrate how digital data collection in CCH OneClick can drive greater efficiencies in your practice.
As part of the annual cycle of preparing tax returns, every practice needs some way of requesting and collecting information from their clients. The digital data collection tools in CCH OneClick allow the end-to-end tax process to be more efficient, more secure and easier to manage.
It’s a change that isn’t achievable by any other means and it’s just one of the reasons why CCH OneClick has the clear competitive advantage in the new digital age of tax and accounting. You can have complete visibility of the entire process, from the day that the first data request goes out until the day that the last tax return is submitted.
During this webinar you will learn about:
- using Digital Data Request to initiate communication to clients
- using the advisor and client workspace to automate the entire process
- using Messages & Documents to review and edit the tax return