Cch axcess support

Welcome to the world of exceptional cardiac care at Dr. Sudheer Koganti's Cardiology Hospital in Hyderabad. As a renowned cardiologist specializing in various cardiac conditions, Dr. Sudheer Koganti and his team are committed to providing top-notch medical treatments, ensuring the highest level of patient care and satisfaction.
When it comes to cardiac care, finding the best hospital is crucial for your overall well-being. At Dr. Sudheer Koganti's Cardiology Hospital, we pride ourselves on being recognized as the premier destination for cardiac treatment in Hyderabad. Our state-of-the-art facility is equipped with advanced technology and staffed by a team of highly skilled professionals, including cardiologists, surgeons, nurses, and support staff, all dedicated to delivering excellent patient outcomes.

Dr. Sudheer Koganti: Your Trusted Cardiologist

Dr. Sudheer Koganti is a highly respected and experienced cardiologist, renowned for his expertise in diagnosing and treating a wide range of cardiac conditions. With a strong commitment to patient-centered care, Dr. Sudheer Koganti ensures that every patient receives personalized attention and tailored treatment plans based on their specific needs. His compassionate approach, combined with his exceptional medical skills, has earned him a stellar reputation as one of the best cardiologists in Hyderabad.

Comprehensive Treatment for Aortic Regurgitation

Aortic regurgitation is a condition where the heart's aortic valve doesn't close properly, leading to the backward flow of blood into the heart. At Dr. Sudheer Koganti's Cardiology Hospital, we specialize in providing comprehensive medical treatment for aortic regurgitation. Our team of experts utilizes cutting-edge diagnostic tools and offers a range of treatment options, including medication management, lifestyle modifications, and, when necessary, surgical interventions. With our patient-centric approach, we ensure that each individual receives the most suitable and effective treatment for their condition.

The Leading Cardiologist in Gachibowli

If you're in search of the best cardiologist in Gachibowli, look no further than Dr. Sudheer Koganti. With his extensive experience and exceptional skills, Dr. Sudheer Koganti has earned the trust and admiration of numerous patients in the Gachibowli area. His commitment to delivering personalized care and staying updated with the latest advancements in cardiology has established him as the go-to expert for cardiac treatment. Whether you require routine check-ups or complex cardiac procedures, Dr. Sudheer Koganti and his team provide comprehensive care to address all your cardiovascular needs.

Advanced Treatment for Bicuspid Aortic Valve Disease

Bicuspid aortic valve disease is a congenital heart condition where the aortic valve has only two cusps instead of the usual three. This condition can lead to various complications if not managed effectively. Dr. Sudheer Koganti's Cardiology Hospital specializes in providing advanced treatment for bicuspid aortic valve disease. Our multidisciplinary team of specialists offers tailored treatment plans to ensure optimal outcomes. From medication management to surgical interventions, we deliver comprehensive care to address the specific needs of each patient.

Effective Supraventricular Tachycardia Treatment

Supraventricular tachycardia (SVT) is a heart rhythm disorder characterized by a rapid heartbeat originating from the upper chambers of the heart. Dr. Sudheer Koganti and his team are experts in diagnosing and treating SVT, utilizing cutting-edge techniques and treatments to effectively manage this condition. Our goal is to restore normal heart rhythm and improve the quality of life for patients with SVT. Through a combination of medication, lifestyle modifications, and, if required, minimally invasive procedures, we aim to provide long-term relief and improved cardiac health.
At Dr. Sudheer Koganti's Cardiology Hospital, we believe in empowering our patients with comprehensive knowledge about their cardiac health. We strive to create a supportive environment where patients can freely discuss their concerns and receive personalized guidance. Our commitment to excellence and unwavering dedication to patient care sets us apart as the leading cardiology hospital in Hyderabad.
Conclusion:
In conclusion, when it comes to cardiac care, the Best Cardiology Hospital in Hyderabad is undoubtedly Dr. Sudheer Koganti's Cardiology Hospital. With its state-of-the-art facility, experienced team of medical professionals, and a patient-centered approach, this hospital stands out as a beacon of excellence in the field of cardiology.
Led by the highly respected and skilled cardiologist, Dr. Sudheer Koganti, the hospital provides top-notch medical treatments and personalized care to patients suffering from various cardiac conditions. Dr. Sudheer Koganti's expertise, compassion, and commitment to delivering the best possible outcomes have earned him a reputation as one of the leading cardiologists in Hyderabad.
Contact Info:
Phone: 93987 66594
Mail Id: [email protected]
Citizen Speciality Hospital, 1-100/1/CCH, Citizens Hospital Rd, Nalagandla, Telangana 500019

Are you in search of the best congestive heart failure doctor in Hyderabad? Look no further! Dr. Sudheer Koganti is a renowned cardiologist specializing in the diagnosis, treatment, and management of congestive heart failure. With his expertise and dedication to patient well-being, Dr. Koganti has established himself as a trusted name in the field of cardiology. Whether you require expert consultation, advanced cardiac interventions, or comprehensive care for your heart condition, Dr. Sudheer Koganti is the top choice in Hyderabad.
The Importance of Choosing a Cardiologist with Expertise
When it comes to your cardiac health, selecting the right cardiologist is crucial. The expertise and experience of your doctor can significantly impact the accuracy of diagnosis and effectiveness of treatment. Dr. Sudheer Koganti possesses the necessary knowledge and skills to provide exceptional care for patients with congestive heart failure. With his vast experience and up-to-date knowledge of the latest advancements in cardiology, Dr. Koganti ensures that his patients receive the highest standard of care.
Dr. Sudheer Koganti: A Renowned Cardiologist in Hyderabad
Dr. Sudheer Koganti is a distinguished and highly respected cardiologist in Hyderabad. With his compassionate approach and commitment to patient-centric care, he has garnered a reputation as a trusted heart specialist in the region. Dr. Koganti's expertise extends to a wide range of cardiac conditions, and he is particularly renowned for his exceptional skills in managing congestive heart failure. Patients can rely on his proficiency to receive accurate diagnoses, effective treatment plans, and ongoing support for their cardiac health.
Comprehensive Care for Heart Conditions
As a leading cardiologist, Dr. Sudheer Koganti offers comprehensive care for a variety of cardiac conditions. Whether you require treatment for coronary artery disease, arrhythmias, valvular heart disease, or any other cardiac condition, Dr. Koganti has the knowledge and expertise to provide you with the best possible care. He utilizes state-of-the-art diagnostic techniques and evidence-based treatments to ensure optimal outcomes for his patients.
Expertise in Cardiac Surgery and Interventional Cardiology
Dr. Sudheer Koganti is not only a highly skilled cardiologist but also an accomplished cardiac surgeon and interventional cardiologist. As the best cardiac surgeon in Hyderabad, he performs a wide range of cardiac surgeries with precision and expertise. From coronary artery bypass grafting to heart valve repair and replacement, Dr. Koganti's surgical skills are unparalleled. Additionally, as a renowned interventional cardiologist, he specializes in minimally invasive procedures such as angioplasty, stenting, and catheter-based interventions, providing patients with effective treatment options that minimize recovery time and maximize outcomes.
Trust Dr. Sudheer Koganti for Your Cardiac Health
When it comes to your heart health, you deserve the best care possible. Dr. Sudheer Koganti's exceptional skills, extensive experience, and patient-centered approach make him the top choice for individuals seeking the best cardiac care in Hyderabad. His commitment to providing personalized treatment plans, his compassionate demeanor, and his dedication to staying at the forefront of cardiac advancements set him apart as a leading cardiologist in the field.
If you're looking for the best congestive heart failure doctor, a famous cardiologist, the best heart specialist in Gachibowli, the best cardiac surgeon, or the top interventional cardiologist in Hyderabad, Dr. Sudheer Koganti is the name you can trust. Take the first step towards better cardiac health by scheduling an appointment with Dr. Koganti today.
Conclusion:
In conclusion, if you are in need of a highly skilled and compassionate congestive heart failure doctor in Hyderabad, look no further than Dr. Sudheer Koganti. With his extensive expertise in the field of cardiology, Dr. Koganti has gained a reputation as a trusted and renowned cardiologist in the region. His commitment to patient-centric care, coupled with his exceptional surgical and interventional skills, makes him the top choice for individuals seeking the best cardiac care in Hyderabad.
Contact Info:
Phone: 93987 66594
Mailid; [email protected]
Citizen Speciality Hospital, 1-100/1/CCH, Citizens Hospital Rd, Nalagandla, Telangana 500019

The enterprise performance management market is segmented by component, deployment mode, function, industry vertical and region. Based on component, the market is segmented into software and service. On the basis of deployment mode, the market is segmented into on- premise and cloud. On the basis of function, the market is segmented into finance, human resources, supply chain and others.
Further, on the basis of industry vertical, the market is segmented into BFSI, IT & telecom, retail and e-commerce, manufacturing, healthcare, energy and utilities and others. The enterprise performance management market is anticipated to record a CAGR of around 11% during the forecast period i.e. 2019-2027.
The market is segmented by component, function and end users. By end users, the retail and e-commerce segment are anticipated to have significant growth on account of requirement of EPM solutions to extracts real time insights into their sales and operational performance. They face immense pressure to balance their inventory levels, sales performance, vendor management, conversion rates, transactions, and potential stock EPM solutions will help them to make better decisions.
North America is expected to hold the largest share in the total revenue in the enterprise performance management market owing to increasing adoption of digital transformation, investments in digital technologies, resources and assets, improvements made to the existing talent and recruiting external digital talent in the companies operating in the region.
Furthermore, increasing investments made in enterprise resource planning has triggered the demand for enterprise performance management solutions in the region. Europe is expected to witness moderate growth on the back of growing adoption of corporate performance management (CPM) solutions by European companies and many CPM software providers are collaborating with other industry players to offer effective corporate performance management solutions to their customers.
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Asia Pacific is expected to grow at a high rate attributing to higher adoption of cloud technologies in the banking sector and as well as increasing implementation of cloud computing in the financial services institutions. The retail e-commerce industry in Asia Pacific is booming which is expected to encourage several enterprises to adopt effective solutions to improve their business performances which will boost the enterprise performance management market growth in the region. Latin America is expected to grow significantly on the back of growing adoption of cloud analytics in business processes, increasing social media analysis for brand development and technological advancements.
Rise in focus on core business
With the growing competition in the business world it has become a necessity for the enterprises to focus on the core business rather than focusing more on the supporting activities. EPM software would provide predictive analytics to decrease the time spent for the finance function enabling more focus on higher value tasks, deliver operational efficiencies by automating routine tasks, reducing planning efforts & reporting and provide key performance indicators (KPI) and metrics for better assessment and financial closures and give organization qualitative business insights periodically.
However, risk in implementation and shifting of the workload from on- premise to cloud is expected to act as a key restraint to the growth of enterprise performance management market during the forecast period.
The report titled “Enterprise Performance Management Market: Global Demand Analysis & Opportunity Outlook 2027” delivers detailed overview of the enterprise performance management in terms of market segmentation by component, by deployment mode, by function, by industry vertical and by region.
Further, for the in-depth analysis, the report encompasses the industry growth drivers, restraints, supply and demand risk, market attractiveness, BPS analysis and Porter’s five force model.
This report also provides the existing competitive scenario of some of the key players of the enterprise performance management market which includes company profiling of Workiva, CCH Tagetik, SAP SE, Oracle Corporation, Infor, IBM, Host Analytics Inc., Board International S.A., Anaplan and Adaptive Insights.
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The profiling enfolds key information of the companies which encompasses business overview, products and services, key financials and recent news and developments. On the whole, the report depicts detailed overview of the enterprise performance management market that will help industry consultants, equipment manufacturers, existing players searching for expansion opportunities, new players searching possibilities and other stakeholders to align their market centric strategies according to the ongoing and expected trends in the future.

When it comes to matters of the heart, you want nothing but the best. Your cardiovascular health is of utmost importance, and finding the right doctor who specializes in heart conditions can make all the difference. In Hyderabad, there is one name that stands out among the rest – Dr. Sudheer Koganti. With his exceptional skills, extensive knowledge, and compassionate approach, Dr. Koganti has established himself as the go-to cardiologist in the region.
Comprehensive Cardiac Care
Dr. Sudheer Koganti is renowned for providing comprehensive cardiac care to his patients. With years of experience and expertise in the field, he has successfully treated numerous individuals with various heart conditions. Whether you're seeking preventive care, diagnostic evaluations, or advanced treatment options, Dr. Koganti offers a wide range of services tailored to meet your specific needs.
Leadership in Cardiology
As a leading cardiologist in Hyderabad, Dr. Sudheer Koganti is highly regarded for his contributions to the field of cardiology. He has not only treated patients but also actively participated in research and advancements in cardiac care. Dr. Koganti's dedication to staying up-to-date with the latest developments ensures that his patients receive the most advanced and effective treatments available.
Specialization in Heart Failure and Aortic Regurgitation
Dr. Sudheer Koganti specializes in the treatment of heart failure and aortic regurgitation, two critical conditions that require specialized care. Heart failure is a serious condition in which the heart cannot pump enough blood to meet the body's needs. Aortic regurgitation, on the other hand, is a condition where the aortic valve fails to close properly, causing blood to flow backward into the heart. With his expertise in these areas, Dr. Koganti provides cutting-edge medical treatments, helping patients improve their quality of life and manage their conditions effectively.
Patient-Centric Approach
What truly sets Dr. Sudheer Koganti apart is his patient-centric approach. He believes in treating not just the condition but also the person behind it. Dr. Koganti takes the time to listen to his patients, understand their concerns, and develop personalized treatment plans that address their unique needs. His empathetic nature and warm demeanor create a comforting environment where patients feel heard, supported, and confident in their journey towards better heart health.
State-of-the-Art Facilities
Dr. Sudheer Koganti's clinic is equipped with state-of-the-art facilities, ensuring that patients receive top-notch care in a comfortable setting. From advanced diagnostic equipment to modern treatment options, every aspect of the clinic is designed to provide the highest level of care and convenience. The dedicated staff members work seamlessly with Dr. Koganti to deliver a holistic experience that prioritizes patient well-being.
Recognitions and Awards
Dr. Sudheer Koganti's unwavering commitment to excellence has earned him several recognitions and awards in the medical community. His peers and patients alike recognize his exceptional skills, professionalism, and dedication to improving cardiovascular health. These accolades serve as a testament to his expertise and make him the preferred choice for individuals seeking the best heart doctor in Hyderabad.
Conclusion:
In conclusion, when it comes to finding the best heart doctor in Hyderabad, Dr. Sudheer Koganti truly stands out as a top choice. With his comprehensive cardiac care, leadership in the field of cardiology, specialization in heart failure and aortic regurgitation, patient-centric approach, state-of-the-art facilities, and numerous recognitions and awards, Dr. Koganti offers unparalleled expertise and compassionate care.
Dr. Sudheer Koganti's commitment to his patients' well-being and his relentless pursuit of excellence make him the go-to cardiologist in Hyderabad. Whether you're seeking preventive care, diagnostic evaluations, or advanced treatment options, Dr. Koganti provides personalized care tailored to meet your specific needs.
Contact Info:
Citizen Speciality Hospital
1-100/1/CCH, Citizens Hospital Rd, Nalagandla, Telangana 500019
Mail: [email protected]
Call: +91 88972 22146

Looking to leave Drake as the non-existent batch extensions, the constant toggling between data entry and view mode, and the quirky multi state issues are just too much of a time sink to deal with any longer.
Are there any softwares out there that have similar input screens that are intuitive, but more robust functionality?
Did a demo for Lacerte, have used ProSeries in the past, and was thrown off from UltraTax after a bad experience with a rep on a 5 year contract lock. I am about to check out CCH Axcess/Prosystems/ATX, and aren't really thrilled with a lot of the options so far from a value to price standpoint. Any other suggestions?

The best tax-filing software for your needs. It's essential to find software that is affordable, user-friendly, secure, has the features you need, and good customer support. It's also a good idea to read reviews and ratings from other users to get an idea of their experience with the software.
Ultimately, the best tax-filing software for you will depend on your individual needs and preferences.
Here is the list Safebooks global provided includes some of the top tax planning software available in the market, and users can choose one that fits their specific requirements and budget.
The best tax planning software. Here is the list of top 10 Tax planning software:

1. TurboTax Business
   
2. Avalara
   
3. ProSeries Tax
   
4. Drake Tax
   
5. Oracle Tax Reporting Cloud
   
6. Credit Karma Tax
   
7. CCH ProSystem fx Tax
   
8. Clear Tax
   
9. Vertex Tax Software
   
10. Sovos
    

By considering these factors, you should be able to choose the best tax-filing software that fits your needs and preferences.
https://safebooksglobal.com/cpa-firms-usa/tax-softwares-for-tax-prepare

Are you in search of the best cardiologist in Hyderabad? Look no further because Dr. Sudheer Koganti is here to provide exceptional cardiac care and treatment. With extensive experience and expertise in the field of cardiology, Dr. Sudheer Koganti has emerged as a renowned name in the medical community. This article aims to highlight the various aspects that make Dr. Sudheer Koganti the best cardiologist in Hyderabad and how his expertise can help you overcome cardiovascular challenges.
1. Exceptional Expertise and Qualifications
Dr. Sudheer Koganti possesses an impressive educational background and has undergone rigorous training to become a highly skilled cardiologist. With advanced degrees and specialized training in interventional cardiology, he is well-equipped to handle even the most complex cardiovascular cases. Dr. Koganti's extensive knowledge and experience allow him to provide accurate diagnoses, develop effective treatment plans, and perform intricate procedures with precision.
2. Cutting-edge Technology and State-of-the-Art Facilities
As the best cardiologist in Hyderabad, Dr. Sudheer Koganti operates in a world-class cardiology hospital that is equipped with state-of-the-art technology and facilities. The hospital is designed to provide patients with a comfortable and safe environment while ensuring access to the latest advancements in cardiac care. From advanced imaging techniques to modern surgical equipment, every aspect of the hospital is geared towards delivering the highest standard of care.
3. Comprehensive Cardiac Services
Dr. Sudheer Koganti's expertise extends beyond general cardiology. He is also a leading interventional cardiologist, specializing in minimally invasive procedures that can effectively treat a wide range of cardiac conditions. Whether it's angioplasty, stent placement, or other interventional procedures, Dr. Koganti is proficient in utilizing the latest techniques to restore optimal heart health. Moreover, the hospital offers a comprehensive range of services, including diagnostic tests, preventive care, and rehabilitation programs, ensuring that all aspects of cardiac care are covered under one roof.
4. Patient-centered Approach
Dr. Sudheer Koganti firmly believes in a patient-centered approach to healthcare. He understands the unique needs and concerns of each individual and strives to provide personalized care that is tailored to their specific condition. Dr. Koganti takes the time to listen to his patients, answer their questions, and involve them in the decision-making process. This compassionate and empathetic approach fosters trust and creates a supportive environment where patients feel comfortable and confident in their treatment.
5. Positive Patient Outcomes
The success stories of Dr. Sudheer Koganti's patients stand as a testament to his expertise and commitment to excellence. Numerous patients have benefitted from his accurate diagnoses, effective treatments, and compassionate care. By consistently achieving positive patient outcomes, Dr. Koganti has earned a reputation as the go-to cardiologist for individuals seeking the best cardiac care in Hyderabad.
Conclusion:
In conclusion, if you are in search of the best cardiologist in Hyderabad, look no further than Dr. Sudheer Koganti. With his exceptional expertise, state-of-the-art facilities, comprehensive services, patient-centered approach, and a track record of positive patient outcomes, Dr. Koganti is the epitome of excellence in cardiac care. Trust him with your heart health and experience the highest standard of care available. Your cardiovascular well-being deserves nothing but the best.
Contact Info:
Citizen Speciality Hospital
1-100/1/CCH, Citizens Hospital Rd, Nalagandla, Telangana 500019
Call: +91 88972 22146

We are making the shift from Prosystem Tax to CCH Axcess Tax.
CCH has never done a good job providing technical answers and everything is always a sales pitch. Trying to have an idea of where we want the process to be before the training begins.
Does anyone that's already made the switch have any time saving tips you didn't learn until down the line? We're a team of ~30 on the tax side and revamping the process for simplicity.

• Print Sets
  • How easy are the transmittals to move?
  • Vouchers + Filing Instructions - is it as easy as they made it seem to have a print set for just transmittals and pmt vouchers for multistates?
  • Anyway to just print Paper Filed returns? Any added functionality? Any procedures that have worked for your firm for getting paper filed returns to admin?
• Workstream Linking:
  • The rep seems to think if you link CCH Axcess Tax to Workstream, the only benefit is saving a couple clicks to open the tax return. The guides make it seem like there is more with the Return Manager and access to efile status. Can you do anything else to help automate the admin process and save some clicks? I.E. if the return is transmitted in the e-file system can you auto mark workstream at the same time?
  • Any other cool time saving trips? What about batch extensions - anything in your process to save admin time?

​
We are exploring the end delivery options out there. CCH's portal / client collaboration fell short so we will not be using it. We currently use Citrix ShareFile + RightSignature for delivery, but it's not very efficient and our clients struggle with the portal system.
TaxDome was great but it doesn't seem like a good fit for a firm our size.
SafeSend looks ideal for saving time on the end product delivery. My concern is (1) access only being through a link which clients will consistently need access to and (2) The portal system not having a true client side portal. Without that I see a lot of administrative burden with the drop box style for items outside Organizer Source Docs. It's hard to completely eliminate the ShareFile portals without it - our clients like having the subfolders to stay organized for multiple filings.
Firm360 didn't seem worth it since changing our billing system is off the table.

We are a smaller tax firm with around 1,800 clients. About 1,200 1040s per year. Our biggest time waster every year is going back and forth with clients once we start their return about documents they had in prior year, because they seem to always forget... We use CCH Axcess for Tax Prep and Canopy for client portal. Canopy has their own organizer, but it does not include past year documents. I know you can print an organizer from CCH, but would have to do so for all 1,200 clients and send to them. What do other firms use to print/send organizers? Anything you really like? Thanks!

The best tax-filing software for your needs. It's essential to find software that is affordable, user-friendly, secure, has the features you need, and good customer support.
It's also a good idea to read reviews and ratings from other users to get an idea of their experience with the software.
Ultimately, the best tax-filing software for you will depend on your individual needs and preferences.
Here is the list Safebooks global provided includes some of the top tax planning software available in the market, and users can choose one that fits their specific requirements and budget.
The best tax planning software. Here is the list of top 10 Tax planning software:

1. TurboTax Business
2. Avalara
3. ProSeries Tax
4. Drake Tax
5. Oracle Tax Reporting Cloud
6. Credit Karma Tax
7. CCH ProSystem fx Tax
8. Clear Tax
9. Vertex Tax Software
10. Sovos

By considering these factors, you should be able to choose the best tax-filing software that fits your needs and preferences.
https://safebooksglobal.com/cpa-firms-usa/tax-softwares-for-tax-prepare

I just need to rant before this ruins the rest of my work day lol!
I'm a one-man IT show, and often times a lot of the issues my users run into pertains specifically to software that we get from other vendors. I self-troubleshoot using their support pages, best guesses, and prior experiences, but sometimes I end up having to go through their ticketing system.
What I absolutely LOATHE is taking several minutes to fully describe an issue in detail with supporting pictures and information, only to have the support chat start with 'How can I help you today?' It seems pointless to give any user input in some of their ticketing systems because it seemingly isn't visible to the support agent. CCH is the one I see this the most, and I just no longer give any context on an issue until I'm talking with somebody.
Now the other annoying thing is when you get transferred to a different team after working with one team for a bit, and have to fully re-explain everything about the case! Maybe I'm asking too much, genuinely, but I wish that the process was more transparent for the support agents to see the information that already exists or for phone calls that they have the ability to review a transcript before talking to me.
That is all - and it feels better to get this out there!

After tax season a new update was implemented. Now clocks do not start when opening a return. Anyone else have this issue?

Not sure where to start on this. Please bear with me folks. I will try to make a long story short, but I usually end up making it longer.
We had a new partner come in about a year and a half ago and from the start only wanted to use Axcess (we were using Prosystems). Somehow he got the powers that be to switch over to Axcess right before tax season this year. The testing was mediocre at best (thats another story).
We (I.T.) tried to fight it because (well honestly because of other reddit posts) its a lot slower than Prosystems and we know our users would complain and blame I.T., which is exactly what happened. We somehow got through tax season but got word from someone in one of the departments that they had a meeting and talked about how slow it was and to be prepared for that conversation.
The way we had it working was we installed the software (Axceess, Adobe, Excel and Word) on a windows server 2016, hybrid joined (because we use Azure AD SSO and windows 2019 doesnt give you the popup window to login), 6 cores, 32 GB RAM for each server and we had about 35 servers up and running just for this published app. We would average around 4-6 users per server to try and give them a good experience.
We use VMWare, have a cluster of 7 physical servers and have enough resources. Its hard explaining to the users that its not us. Axcess is just slow. Although the partner that forced the move to Axcess has said hes been using it for 15 years and it must be our network as its wasn't slow for him before he joined us. We did extensive tests in jan/feb and the one item that was slower was the print preview. Everything else like opening a return was maybe 1-2 seconds slower than having Axcess installed locally.
We think they will push for the software to be installed locally on everyones firm laptop. With so many folks still working remote, the issues we forsee happening is if they need some sort of access to our network (like a mapped drive or something). they would need to have it on their local drive now.
Has anyone else come across this? If so, what was your solution, if any?

Choosing the best tax-filing software can be a difficult task, especially with so many options available in the market. Here are some factors to consider when selecting the best tax-filing software:
Cost: Look for software that fits within your budget. Some software may offer free filing options for simple returns, while others may charge a fee for more complex returns.
User-friendliness: Consider the ease of use of the software. The best tax-filing software should have a user-friendly interface, guiding you through the process step by step.
Security: Ensure that the software uses encryption to protect your personal information from hackers and identity theft.
Features: Check what features are included in the software. Some software may provide additional features such as audit support, access to tax professionals, and financial planning tools.
Customer support: Look for software that provides good customer support. This is especially important if you have questions or need help with the software.
Reviews and Ratings: Check out reviews and ratings from other users to get an idea of their experience with the software.
The best tax planning software. Here is the list of top 10 Tax planning software: 1. TurboTax Business: 2. Avalara: 3. Pro Series Tax: 4. Drake Tax: 5. Oracle Tax Reporting Cloud: 6. Credit Karma Tax 7. CCH ProSystem fx Tax 8. Clear Tax 9. Vertex Tax Software 10. Sovos By considering these factors, you should be able to choose the best tax-filing software that fits your needs and preferences.
https://safebooksglobal.com/cpa-firms-usa/tax-softwares-for-tax-prepare

After frustrating challenges with UT this season, and being told I can't continue my existing contract, I'm looking into options.
I currently have UT CS Express 100, but I have ~130 clients. CS100 includes 25 PTE and 75 1040s. I knew I'd go over the PTE limit, so I clarified with my sales rep I would pay PRP fees for any extra, before I signed. I assumed that meant it was also PRP after 75 1040s.
Well they haven't charged me any PRP fees, and told me I can't renew my CS Express contract now that I'm "over the limit."
They quoted me a "basic bundle" today for about $7,200 with unlimited Fed and three states. Or their "bundle offer" good through the end of April that costs $8,400 after PRP fees at my current volume, if l only do unlimited to "break even points." I've asked for clarification on pricing, and waiting to hear back.
I gave Intuit a call and got a quote of $4,340 for ProConnect for 140 clients, or $4,580 for Lacerte for 200. Supposedly PRP fees for any extras. They did not recommend ProSeries. Lacerte is a three year contract, up to 7% fee increase each year, and 10% early cancellation fee.
I don't expect I'll ever exceed 200 clients without a dramatic change to my practice structure anyway. Intuit's PRP fees are half (or less) of TR's. TR has separate fees for fed, state, and some local filings. Nearly my entire client base gets hit with three PRP fees as a result, some four. Intuit is just one fee that's less than TR's federal PRP charge.
One of the particular things I like about UT is the ability to auto-generate a separate "Action Required" PDF with instructions, 8879s, and payment vouchers. Breaks it down really well for clients. It's created as part of the final printing step of the tax return.
I occasionally use data mining in UT, but not significantly. I'm running a solo practice on a local install. So I don't need any fancy virtual office or network solutions.
I also pretty heavily rely on Planner CS throughout the year and would need something similar.
I use TD for my CRM, so I really only need a tax software that can file and produce decent PDFs.
Drake isn't an option, as they don't support Form OR-21 for Oregon, which I file for about every PTE. CCH products aren't an option either. I spent one hellish season working in Axcess Tax, hated it, and my soul died a little. Never again.
Would love to hear feedback from people who've worked in the various platforms. I primarily due straight-forward PTEs and some minor multi-state work. I last worked in Lacerte from 2011-2015 and didn't have significant issues with it. Interfacing with UT felt similar when I made that switch.

Back when I worked for one of the “Big 5” firms, we always had to suppress the CCH Axcess generated 199A footnote and add the firm’s “custom” 199A footnote, which contained all the same exact info as what the Axcess footnote would have contained. But since the custom footnote isn’t software generated, every time a number changed in the return, we had to manually update the footnote. One of the most frustrating and pointless parts of the return prep. Any other firms do this? What’s the reason for it?

We specialize in PE/VC tax and therefore have partnerships with complicated allocations and K-1s. We use CCH Axcess and really struggle to get it to do what we want, but it’s my understanding that Axcess is the best product out there and is superior to GoSystems.
Can someone talk to me about the K-1 software used at B4, specifically at EY? I know it’s proprietary, but wondering how it works. Is it excel based? Does it just populate PDF K1s? How are statements and supporting schedules prepared? Wondering if there’s anything on the market we could purchase, or what kind of investment would it take to create our own.
We are the leading office in a large National firm.

I must say. I cut a few clients loose (either by pricing them out, or just downright terminating them) before the season started.
Some came back last minute, but was OK with the extension.
The implementation of taxdome was very helpful this year. It made gathering efile authorizations much easier, and being able to print the electronic withdrawal/deposit report to the authorizations helped eliminate those stupid questions about when funds will be pulled. Admittedly, I know there are so many more functions in taxdome that I can use.
CCH Axcess is just OK. I do wish I stayed with Proseries. I found it much more intuitive, and working with the several different states was much more easy. CCH Axcess I felt was very not intuitive. But at least it didn't crash on me this year.
I need to improve my billing. I have not billed for the past two weeks. I will be flush by end of the week as clients have been asking for invoices. I felt that was a spot where I can improve the most (the administrative side). As a sole practicioner, without admin staff, it was difficult when clients say "oops, forgot to tell you I moved last week" or "I need to change banking info if you are going to send money out."
I also need to improve workflow. Some clients slipped through by not "sealing" their organizer. This probably falls under the functionality of taxdome.
How about everyone else?

Hello, seeking advice.
My apologies if this isn't the correct sub for such a post.
I'll try to keep the background brief.
BACKGROUND
Got an art degree when I was young. Worked in low-wage food service, got depressed (figuratively, not clinically) on the cusp of 30, went back to school in order to make a change. Accounting was a natural feeling choice. A non-credit certificate at the local Community College ended up being a credit-cert, than an AAS, and now I'm slowly picking away at an entire second bachelors in Accounting, but I need to work to support myself, so even that is probably another two years from being done, most likely.
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RIGHT NOW
At the moment I work full-time as an intern at a small (10 employees) public accounting firm, for a little over one year now, and the $20/hr they pay me is more than I've ever earned in my life, even periods where I had two jobs and was working like 60/hrs a week, it's kinda wild to me.
Thing is, though, I'm going to be 35 this year, and I seem to have hit a wall. Not only am I just tired of being in school (especially for the required classes that aren't Accounting), I can TELL (like ... I feel it right now, in my bones) that I'm not going to hack it in public, or in any sort of Tax work. And frankly, I also kinda don't wan't to, either ?
I'm spinning my wheels basically all day on stuff I don't really understand, and am not really interested in learning, either.
Call it laziness, or a lack of ambition, or whatever, but I just want to go to work for 45-50 hours and go home to spend time my family and friends, work out, enjoy hobbies ... boring stuff, and I've never been sure if I wanted to commit to being "a whole accountant", as I describe to my friends.
The sunk cost of being about 60% through a second bachelor's degree is my primary motivator on that front (and also I'm not sure I could weather having to tell the people in my life I dropped the idea, halfway through and thousands more dollars in debt, for it)
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EDIT : "SO THIS INTERNSHIP..."
Someone asked, so, like I said, this is a small public accounting firm I'm at, myself (an intern), an office manager, and 8 other employees, 5 of whom I believe are CPA's, 2 of whom are the father / son owners who's names are on the door.
Personally, I just do the monthly bookkeeping for about 10 of their clients (a lot of data entry for the restaurants that write, like, hundreds of live checks a month), reconcile accounts, paying their sales tax, journal entries, sometimes preparing financials and making workpapers. I've been doing year-end stuff for the first time the last couple months, and have been dipping my toes into entering stuff into the tax software they use (CCH Prosystems FX Tax ?) to be filed by others.
Sometimes random other stuff, like setting up a new QB file, or getting someone registered with a state so they can pay unemployment on a new remote employee, "change this person's resident agent address", "review this audit information against the merchant sales reports", "identify people that might need a 1099", "go into this clients books (that does their own bookkeeping) and fix it, it's sloppy AF", etc.
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THE FUTURE
Nobody in my life is familiar with the industry or could provide any meaningful guidance. I get the impression that for a typical Accounting student, graduating in their early twenties, there's a clear career trajectory they're kind of expected to follow, but that's probably not an appropriate measure at this point in my life.
small clarity edit : I think it'd be ridiculous to stop the bachelor's degree at this point, but it's like ... what then? Study for the CPA even tho it's unclear if I'd really be interested in CPA-level work? Be an AAP person forever? I've never had a clear end goal, and I think that's part of why it's hard to stay as motivated to kinda grinding myself now, as it was back when I started the idea in 2018.
TL;DR, this is an attempt at accurate self-assessment and not just self deprecation, but I think I lack the aptitude / motivation to go much further than I am, in accounting knowledge, and I wanna just settle somewhere and get to do the other parts of life, but have no idea how to pivot towards something that'd be both appropriate and reasonably attainable, any advice appreciated.
EDIT 2 : RESPONSE
Thank you all for your thoughtful words, and advice. I will absolutely aim to finish the bachelor's and seek a Staff position in Industry, and perhaps reassess the possibility of seeking CPA certification, later. It really helps me to hear it come from folks that already work in Accounting - I've been in such an imposter syndrome spiral, these last few tax season weeks, feeling tired and foolish ... ... my thoughts feel much more grounded, now. Thank you!

Has anyone had any experience using CCH Axcess API? I know a little bit of basic VBA but I don't have any major programming experience. If you've been in a similar position and have used the API, what sort of support materials did CCH offer to help you get started?