Episodios

  • API Spotlight: Unlocking Efficiency with Document Management APIs

    API Spotlight: Unlocking Efficiency with Document Management APIs
    Oct 24 2024
    In today's episode, Document technology expert Damon Russell explores how the CCH Axcess Firm Management APIs enable innovative integrations using data from CCH Axcess Document and CCH Axcess Portal. We discuss real-world use cases, such as automating file storage, uploading files with publishing options, creating approval processes for uploaded documents, and managing tasks from external applications. Firm Management APIs transform firm management workflows, enhance collaboration and unlock the power of data and documents.
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    8 m
  • API Spotlight: Realized Benefits of the Tax Transfer API

    API Spotlight: Realized Benefits of the Tax Transfer API
    Aug 27 2024
    In this episode, we're joined by Kenny Cheung, Director of Innovation and Technology at Grassi. We'll explore how Grassi has leveraged the Tax Transfer API to improve their tax processes, making their operations more efficient and effective. Kenny shares his experiences in managing the integration of this technology into the firm's workflow. We discuss the challenges and successes of change management, providing insights on how to lead practitioners through the transition to new processes. Gain valuable advice on making the case for technology investments in your firm.
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    16 m
  • API Spotlight: Harnessing the Power of Tax Transfer APIs

    API Spotlight: Harnessing the Power of Tax Transfer APIs
    Jul 30 2024
    In this episode of "API Spotlight," we are thrilled to have Rod Lear, Senior Technical Product Manager, shed light on the Tax Transfer APIs. Join us as Rod shares invaluable insights into how these APIs empower accounting firms to seamlessly transfer tax data into and out of a return. Uncover the potential of Tax Transfer APIs as Rod showcases real-world applications for importing and extracting tax return data, including automating the initial review of return amounts against workpapers, providing analytics and reporting for firm performance, and more.
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    11 m
  • API Spotlight: Exploring Wolters Kluwer's CCH Axcess API Strategy

    API Spotlight: Exploring Wolters Kluwer's CCH Axcess API Strategy
    Jun 28 2024
    In the first episode of "API Spotlight," we delve into Wolters Kluwer's robust CCH Axcess API strategy. Join Shahbaz Khan, Associate Director of API Program and Partners and Adam Orentlicher, Senior Vice President of Product Software Engineering, as they provide a comprehensive introduction to APIs and share insights into our innovative approach. Discover how our API strategy enables seamless integration and enhances productivity within the CCH Axcess platform. Gain valuable knowledge and learn best practices, tips, and tricks to ensure a seamless and successful integration process. Whether you are a seasoned developer or new to the API landscape, this session will equip you with the knowledge and guidance needed to harness the full potential of APIs.
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    17 m