The firm sought advice from professional colleagues, and after hearing about CCH Axcess, senior manager Kimberly Engstrom and a partner attended CCH Connections: User Conference to find out more. The result: The firm now uses cloud-based CCH Axcess and Wolters Kluwer research to deliver unique services to global corporations. Visit CCHGroup.com/Axcess to learn more.

1. Tax & Accounting North America
Global Mobility Tax, LLP
Masters International
Taxation with Help
from Wolters Kluwer
Case Study:
Digital Tax
Workflow
When you have to be right

2. Global Mobility Tax, LLP Masters International Taxation with Help from Wolters Kluwer2
Firm uses cloud-based CCH Axcess™
and Wolters
Kluwer research to deliver unique services to
global corporations.
When global organizations ask employees to relocate to other countries, they
turn to Global Mobility Tax, LLP, a firm specializing in complex international
tax planning, compliance and HR issues. The firm prepares individual income
taxes for expatriate and inpatriate employees, and provides corporate
advisory services for payroll, tax and compliance issues, and cost estimates
for overseas relocations.
Several years ago, after a busy tax season, firm managers felt new
tax software was in order. The firm had used GoSystem Tax RS®
for tax
preparation. They tracked project time in Microsoft®
Outlook®
and then
used Excel®
to calculate billing. The entire process lacked efficiency. The
firm sought advice from professional colleagues, and after hearing about
CCH Axcess, senior manager Kimberly Engstrom and a partner attended
CCH Connections: User Conference to find out more.
“We took several CCH Axcess classes, and all of a sudden,
a light bulb went off in our heads! We said, ‘Oh my gosh,
these things all work together.’ CCH Axcess is not just a tax
program. It is a time management system; it is a workflow
system; and, it is document management. We were in shock
— we didn’t know such a product existed.”
— Kimberly Engstrom, CPA
Senior Manager, Global Mobility Tax, LLP
Global Mobility Tax, LLP Key Data:
• Founded in 2003
• Headquartered in Los Altos, California with
five locations
• 50 employees
• Specializing in tax planning for international
assignments and relocations

3. Moving to the Cloud Enhanced Overall Firm
Efficiency and Flexibility
CCH Axcess is the profession’s first modular
cloud-based tax solution. Powered by a
central, single-access database, it helps CPA
firms operate at maximum efficiency in a
secure, integrated environment. CCH Axcess
includes five fully integrated modules:
CCH Axcess™
Tax, CCH Axcess™
Document,
CCH Axcess™
Portal, CCH Axcess™
Practice
and CCH Axcess™
Workstream.
“Before, we lost time going
in and out of many different
applications. Any of us could
accidentally delete a file on
our shared drive; we had no
real safeguards against that.
Having all of our information
integrated and secure within
CCH Axcess saves time.”
A cloud-based solution gave Global Mobility
Tax, LLP the ability to work with clients
all over the world from anywhere, in real
time. The firm plans to allow employees to
work from home two days each week. Some
managers already work exclusively from
home offices.
“CCH Axcess definitely makes working
remotely and sharing information a lot
easier. If you are used to doing everything
the same exact way for 15 years, it is hard to
change. But, now, I can’t imagine what we
did without Document. I could never find
anything in our old, archived folders.”
Kimberly Engstrom, CPA
Senior Manager
Global Mobility Tax, LLP
Pasadena, California
Global Mobility Tax, LLP Masters International Taxation with Wolters Kluwer 3

4. Global Mobility Tax, LLP Masters International Taxation with Help from Wolters Kluwer4
Firm Now Enjoys End-to-End Automation
throughout the Tax Workflow
From a single solution, firm leaders can use
CCH Axcess’ integrated core as a single point
of access to handle all tasks associated with
tax preparation, compliance and workflow
processes. Engstrom noticed an improvement
in personal productivity during tax season,
completing 15% more returns and receiving
fewer e-file rejections.
The tax equalization program particularly
benefits Global Mobility Tax, LLP because
most of their clients are on overseas work
assignments. Equalization ensures clients pay
only the taxes they would have owed if they
remained in the United States, and it requires
complex calculations.
“The tax equalization
program works tremendously.
Being able to customize it
has been fantastic and far
superior to other products.”
CCH Axcess Practice provides easy-to-use,
comprehensive time and billing features that
enable the firm to maximize billable hours and
streamline administrative work. Employees
can track time easily from within any
CCH Axcess module. Time entered in Practice
gets associated with projects in Workstream.
“Time is money — especially
in our business — so keeping
track of it is really important.
Practice allows me to see, in
real time, where my people
charge their time and monitor
actual versus budget.”
The firm tracks all deliverables in CCH Axcess
Workstream. The system automatically
updates a project’s status as it moves through
the workflow from tax preparer to reviewer,
and so on, enabling managers to monitor
workloads, manage projects and stay ahead of
due dates.
“We use Workstream to track
our projects and manage
workflow. I look at my list of
projects and who on my team
is working them and what
stage each project is in to
decide whether someone has
too much to do or too little. It
helps me make sure nothing
is forgotten or stuck in a
process for too long.”

5. Global Mobility Tax, LLP Masters International Taxation with Help from Wolters Kluwer 5
Wolters Kluwer Research Keeps Firms Up to
Date on Changing Tax Issues
Global Mobility Tax, LLP subscribes to a
wide variety of Wolters Kluwer research
information and tools to stay ahead of the
always-changing and complex international
tax regulations. Firm employees use
CCH®
IntelliConnect®
as the gateway to access
this world-class research and tools. Thanks to
integration across Wolters Kluwer products,
the firm’s staff can access CCH IntelliConnect
directly from the tax software and save
answers directly into CCH Axcess Document.
“With our heavy
international focus, we
rely on CCH IntelliConnect
to provide us the answers
we need when working
with complex rules and
regulations in foreign
countries on behalf of our
clients. CCH IntelliConnect
offers the best combination
of information and tools
so we know we are basing
our decisions on the right
answers while saving us
a lot of time. The tools
in CCH IntelliConnect are
important because they do
so much of the heavy lifting
for us whether it’s comparing
tax situations across multiple
international jurisdictions
or alerting our clients about
tax impacts, before they
learn this information from
another source.”

6. Global Mobility Tax, LLP Masters International Taxation with Help from Wolters Kluwer6
No More Jumping through Hoops
Engstrom noted that Wolters Kluwer works
hard to meet her firm’s needs and takes her
product suggestions seriously. They had a
great experience with their implementation
and look forward to continued efficiency gains.
“Our Company is growing
very quickly and we’re
learning how to use
CCH Axcess to be more
efficient and more global
minded. From where we
started to where we are now,
I just can’t believe all of the
hoops I used to jump through
before we had CCH Axcess.”

7. When you have to be right
© 2016 CCH Incorporated and its affiliates. All rights reserved.
Please visit CCHGroup.com/Axcess
for more information.
Contact information:
Wolters Kluwer
2700 Lake Cook Road
Riverwoods, IL 60015
United States
800-739-9998
5/16 2016-0014-7