Transform the way you engage and bill your clients with QuickFee Connect’s integrations for Wolters Kluwer CCH Axcess Practice and CCH ProSystem fx Practice Management. Simplify your billing and payment process, improve cash flow, and enhance efficiency with QuickFee Connect’s purpose-built integrations into Wolters Kluwer CCH Axcess Practice and CCH ProSystem fx Practice Management.
Simplified Workflow:
QuickFee Connect for Wolters Kluwer CCH Axcess Practice or CCH ProSystem fx Practice Management cuts down on tedious administrative tasks by streamlining each step of your billing and payment process. Say goodbye to manual data entry and hello to a more efficient workflow.
Improved Cash Flow:
Offer your clients multiple payment options (including credit card, ACH, or QuickFee’s unique 3-12 month payment plan option). QuickFee Connect helps you get paid in full while giving clients the payment flexibility they need, significantly improving cash flow.
Increased Efficiency:
Automate payment entry and save hours of unbillable time. Focus on what matters most—providing exceptional client service and driving revenue for your firm.
Cost-Effective Automation:
Scalable and affordable, QuickFee Connect is an ideal option for accounting firms of all sizes. Modernize and automate your billing and payment processes without breaking the bank.
QuickFee Connect syncs transactions quickly with your Wolters Kluwer CCH practice management solution. Ensure your payment records are always up-to-date and accurate, eliminating the need for manual data entry.
QuickFee Connect allows you to set up timely reminders to clients about outstanding invoices, based on how you already track and label these clients in your Wolters Kluwer CCH practice management solution. Streamline your payments and collections process and get paid faster without lifting a finger!
Provide clients with unique invoice links that display their specific payment details. This personalized touch reduces confusion and speeds up the payment process, allowing clients to pay online 24/7.
Wolters Kluwer Tax and Accounting provides a comprehensive suite of tax and accounting software solutions designed to enhance the productivity and efficiency of accounting firms. There is a full range of solutions for practice management, tax preparation, auditing, and research, designed to enable professionals in tax and accounting firms of all sizes to grow, manage and protect their business and their clients’ businesses. With Wolters Kluwer CCH Axcess Practice or CCH ProSystem fx Practice Management, you gain the capacity you need to focus on growth while your practice management software provides the visibility you need to manage priorities and improve processes.
QuickFee Connect provides multiple payment options including card, ACH, and a unique 3-12 month payment plan.
Yes. Integrating QuickFee Connect with either Wolters Kluwer CCH Axcess Practice or Wolters Kluwer CCH ProSystem fx Practice Management is mapped out with a detailed implementation plan to streamline the effort required from your team. Setup typically takes just a few weeks but will depend on your firm’s unique needs and goals.
QuickFee Connect is ideal for accounting firms with at least $1 million in annual revenue and is scalable to include even the largest firm’s needs.
No, QuickFee Connect offers a competitive subscription pricing model, ensuring transparency and affordability.
The CCH Axcess Practice integration relies on the CCH data warehouse, which is updated by CCH once per day. CCH ProSystem fx Practice Management is an on– premises solution, which means that QuickFee has more control over the sync frequency. We configure the sync to run every 4 hours.
Posted invoices get sent to your clients once daily for CCH Axcess Practice. The sync occurs about every 4 hours for CCH ProSystem fx Practice Management.
We don’t integrate with CCH Axcess Tax – only CCH Axcess Practice and CCH ProSystem fx Practice Management. However, there are third-party platforms like SafeSend that can help. Please contact your QuickFee Relationship Manager for more information.
Yes, the QuickFee system will recognize an inactive client as it comes through our payment portal.
For this integration, Wolters Kluwer CCH Practice Management is the “source of truth” and where you would continue to create your invoices. Once it is created in the practice management system, we then sync up the information (including the invoice document) before emailing your clients.
Are you interested in a brief 15-minute demonstration of how QuickFee Connect integrates with Wolters Kluwer CCH? Start now by completing the form here, and a QuickFee representative will contact you shortly to explain how it can benefit your firm.
Our Mission
QuickFee helps professionals manage receivables and get paid for their work faster. With one convenient platform, professional service firms can accept online payments, offer financing, and manage client invoices.
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support@quickfee.com
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Plano, TX 75024
