Tax & Accounting

Jaynes, Reitmeier, Boyd &

Therrell P.C. Automates 1040

Processing with CCH Axcess™

Case Study:

Digital Tax

Workflow

When you have to be right

Jaynes, Reitmeier, Boyd & Therrell P.C. Automates 1040 Processing with CCH Axcess™2

Jaynes, Reitmeier, Boyd & Therrell, P.C. was founded by the 42nd CPA to be licensed in Texas. During the firm’s 103-year history, it’s been a local firm, a national firm and eventually became part of KPMG. In 1989, partners bought the firm from KPMG and steered it back toward the trusted local firm it is today. As one of the most diversified firms in Central Texas, it serves business and individual clients through a wide variety of services.

BDO Alliance USA Helps Firm Offer International and Specialized ExpertiseJaynes, Reitmeier, Boyd & Therrell, P.C. can offer clients nearly any type of specialized expertise through the firm’s membership in BDO Alliance USA.

“BDO Alliance USA allows

us to give our clients access

to BDO USA, LLP’s resources

as a large national firm, at

a level of detailed expertise,

in a specific area such as

international taxation or the

research and development

credit. It’s a win for our

clients because they still

get their trusted, local CPA,

but we can also provide

experts from around

the world. I can deliver

international expertise that

a local firm wouldn’t have

the ability to provide.”

— Bob Woodard, Shareholder,Jaynes, Reitmeier, Boyd & Therrell, P.C.

CCH Axcess Automates Data Input, 1040 Tax Preparation and Document ManagementThe firm has used tax software products from Wolters Kluwer since 1995, and moved to CCH Axcess several years ago to improve efficiency throughout the 1040 tax preparation and compliance workflow. CCH Axcess is the profession’s first single-access, modular, cloud-based tax, firm management and workflow solution. It enables the firm to provide better client service, complete returns more quickly and keep tax professionals focused on high-value tasks.

Thanks to CCH Axcess, the firm no longer stores any paper client files on site, relying on CCH Axcess™ Document for digital document management. Having an all-digital tax workflow enables the firm to be more responsive to clients.

Jaynes, Reitmeier, Boyd & Therrell P.C. Key Data:

• Founded in 1913• Headquartered in Waco, Texas• 90 employees• Specializing in accounting,

auditing, tax, business support and employee benefits

• Member of the BDO Alliance USA

Jaynes, Reitmeier, Boyd & Therrell P.C. Automates 1040 Processing with CCH Axcess™ 3

“I still remember the days

of getting calls from clients

with questions about

returns and having to tell

them I’d call back because

I needed to go search for

documents in the file room.

Digital is so much better

and faster; we probably

take it for granted now.”

— Dennis Spille, Shareholder,Jaynes, Reitmeier, Boyd & Therrell, P.C.

Digital Tax Prep Appeals to New Generation of Professionals Spille and Woodard joked that some of their younger accountants have never seen a paper file. Both understand that they expect an all-digital tax workflow solution like CCH Axcess when choosing employers.

“We acquired a small firm

a few years ago, and their

files were paper. It was like

going back to the Stone Age.

Their folders looked like ours

had 10 years ago — before

CCH Axcess.”

— Woodard

4 Jaynes, Reitmeier, Boyd & Therrell P.C. Automates 1040 Processing with CCH Axcess™

“I’ve turned my staff into

my first level of review. I’m

confident that AutoFlow

Technology does a good job

extracting information.

I also know my preparer

checked to make sure the

data was entered correctly

and that it matched the

1099. CCH ProSystem fx Scan

with AutoFlow Technology

saves significant time in tax

prep and during review.

It delivered efficiency that

we’ve noticed in post-tax

season production reports.

It has been one of our firm’s

most dramatic changes in the

past 10 years.”

— Spille

AutoFlow Technology Delivers “One of the Most Dramatic Changes in 10 Years”The firm uses CCH® ProSystem fx® Scan with AutoFlow Technology to scan, organize, and bookmark client tax documents before extracting and importing pertinent information needed for tax return preparation. Administrative professionals can easily scan and digitize all incoming client records and tax forms, while AutoFlow Technology ensures information fills in correctly for tax preparers to review and use.

“Using Scan with AutoFlow

Technology, we’ve been able

to keep our more highly paid

tax professionals away from

the copy machine/scanner.

We’ve moved data input

to our admin team. We

generate a better quality,

more efficiently produced

tax return for clients at the

same price or less.”

— Woodard

Bob Woodard,Shareholder,Jaynes, Reitmeier, Boyd & Therrell P. C.Waco, TX

Dennis Spille,Shareholder,Jaynes, Reitmeier, Boyd & Therrell P. C.Waco, TX

5Jaynes, Reitmeier, Boyd & Therrell P.C. Automates 1040 Processing with CCH Axcess™

CCH Axcess™ Portal Enables Secure Communication with Clients at Flexible TimesThe firm has also adopted secure, cloud-based client portals using CCH Axcess Portal, but still allows clients to decide whether they want to use a portal or not. The clients that use Portal have quickly come to appreciate its convenience and anytime accessibility.

“Portal is really efficient. A client can upload documents

to Portal at 2:00 a.m. instead of waiting until the next

morning. They can work on their schedule and I can

work on mine. I can then deliver returns at any time.”

— Spille

6 Jaynes, Reitmeier, Boyd & Therrell P.C. Automates 1040 Processing with CCH Axcess™

CCH® eSign Reduces Administrative Costs and Speeds e-File AuthorizationsThe firm collects client and staff signatures electronically using CCH eSign. Named a 2015 Top New Product by Accounting Today, it’s the first solution created especially for the IRS-approved use of e-signatures on Form 8879. CCH eSign works across a wide array of documents, directly through CCH Axcess™ Tax.

Jaynes, Reitmeier, Boyd & Therrell, P.C. participated in the trial of CCH eSign and has used the product for two years. The firm doubled its use of CCH eSign in the 2015 tax season and it increased the effectiveness of the administrative team during that busy time.

“The knowledge-based authentication was way better than

it was during the trial period. We completed nearly 100 eSign

returns this year and that is doubled from last tax season. For

our clients it is a very smooth process. Sometimes I’ll initiate

the email to the client and I’ll receive the notification that

the client has signed the return before I deliver the routing

slip to my assistant. CCH eSign is a pretty cool product.”

— Woodard

Jaynes, Reitmeier, Boyd & Therrell P.C. Automates 1040 Processing with CCH Axcess™ 7

Moving forward, Spille and Woodard hope to spread the use of CCH eSign throughout the firm. They acknowledge that getting clients to use novel technology for the first time can be challenging. However, once clients use CCH eSign, they find it more convenient than any other method of returning Form 8879.

“Our confidence in CCH eSign

and our ability to say we’ve

done this now 100 times

and it works really well,

helps clients to have more

confidence that it will work.

It is easier for clients to start

out using CCH eSign than

to change.”

— Spille

CCH eSign is easy to use, and clients tend to sign their 8879 forms more quickly thanks to automated email reminders. Not only is it an easier process for clients, CCH eSign also helps cut down on the amount of time needed for administrative employees to follow up with clients and submit electronic returns.

“Clients will go in

immediately when they

get that email and sign

the return within hours,

if not minutes. CCH eSign

is most beneficial for our

administrative staff. It

automatically routes the

8879 e-file authorization

back to us, and that is

a big improvement over

our administrative team

telephoning clients multiple

times. It may not seem like

much to call one client, but

calling 300 clients takes a

lot of time. When we have

used CCH eSign, I don’t

know of any time where we

have had to call a client.”

— Spille

8

When you have to be right

© 2016 CCH Incorporated and its affiliates. All rights reserved.

Contact information:Wolters Kluwer2700 Lake Cook RoadRiverwoods, IL 60015United States800-739-9998

Please visit CCHGroup.com/Axcess for more information.

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