CCH Axcess Implementation Consultant (Contract)

Our firm recently licensed CCH Axcess Tax along with several additional modules, and we're looking for an experienced consultant to help us get set up.

What you'll do:

• Guide our setup and configuration across all Axcess modules
• Help us navigate Wolters Kluwer's processes
• Recommend best practices and workflows tailored to our firm
• Answer our questions and supplement our training

What we're looking for:

• Hands-on experience implementing CCH Axcess at accounting or tax firms
• Strong knowledge of Axcess Tax and related modules including Scan, Practice, Workflow, PDFlyer, Document and Client Collaboration.
• Clear communicator who can make complex systems easy to understand

This role is hourly or by retainer. It's fully remote. Experience with the API is not necessary, but would be welcome as we plan to use the API heavily.