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 ...

MINNEAPOLIS, October 21, 2025--(BUSINESS WIRE)--Wolters Kluwer Tax & Accounting is proud to announce the launch of CCH Axcess™ Client Collaboration — powered by Expert AI, the next evolution of client ...

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 ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...

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 ...

Wolters Kluwer Tax & Accounting is proud to announce the launch of CCH Axcess™ Client Collaboration — powered by Expert AI, the next evolution of client engagement within the CCH Axcess platform.