Wolters Kluwer Tax & Accounting has added CCH Axcess AutoCheck to its online tax and accounting software platform. The new module is designed for preparers of financial statements.

Everybody is talking about Client Advisory Services and a lot of people are doing something about them. That is because businesses have never needed advice more than they have during the COVID-19 pandemic..

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The need to improve technology used by its financial professionals and provide services to tax and wealth management clients emerged as a major theme during this week’s earning webcast for Blucora’s third quarter ended September 30. Meanwhile, the shift of the federal income tax filing deadline to July 15 from April 15 shifted tax preparation revenue from the second quarter to the third quarter, while the inability for advisors to meet in person were a factor in a 27-percent decline in transaction-based commission revenue.