Wolters Kluwer Tax & Accounting has integrated its desktop ProSystem fx Practice Management with cloud-based Axcess suite. The integration was accomplished by enabling the desktop product to have its files exported to the CCH Axcess common database.
"There were a ton of firms that liked practice management and didn't have a desire to go to the cloud," says Samantha Deal, the technical product manager for the company. The software to enable the connection was made available for download a few weeks ago.
Deal notes that firms often stay on a practice management package for five to 10 years. This new approach means they can remain on the desktop product but go to the web with Axcess Tax or Document.
"They can enter clients through Practice Management and there is a utility that pushes client information into the Axcess core database," she says.
The software publisher wants its consultants to look at the data of firms that want to utilize this path. "We want a good clean database," Deal says. "We push the professional services, because we want to make sure you have the best starting point possible in creating your Axcess database."
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards. Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that. A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind