I really can't comment on the help I received for my product support due to the fact no one will contact me back, even with a ticket in.
I have witnessed so far this year, the horrible customer service Wolters Kluwer displays. I have 1099's to be filed by January 31, 2019 (today is January 30, 2019) I had put in a ticket two days ago with no response from anyone!!!!! no surprise, it has happened every time I have needed the support. I I would like to know who is going to be responsible for my clients not to have their 1099's by the due date and whom incurs a penalty because your people can't do their job? Review collected by and hosted on G2.com.
nothing at all. Because of the customer support for the software, nothing else matters Review collected by and hosted on G2.com.
I am a consultant and every now and then I have to do research of an specific accounting pronouncement. In this case my research was focused on the accounting for some securities transactions. I have constantly use the CCH web based tool from Wolters Kluwer. Review collected by and hosted on G2.com.
The search engine is very easy to use, just like Google model. Review collected by and hosted on G2.com.
In my case is the basic but the perfect software for our accounting. It's has much more tools, but we only use the acoountant solution. Review collected by and hosted on G2.com.
It has a simple interface and is very easy to use it, even you've never used it before.
His price is highly competitive. Review collected by and hosted on G2.com.
In the highly regulated world of financial services, brokers are required to disclose all investment accounts held away from their primary broker-dealer. Wolters Kluwer uses iTrade, a software program that allows advisors to easily add brokerage accounts they hold through separate companies. They make things easy on the broker-dealer by automatically sending reminders for quarterly certifications. Review collected by and hosted on G2.com.
It's very easy to add investment account information, and also to delete investment account information for accounts that have been closed. Also, there is a dropdown of pre-filled brokerage platforms that users can select from to save time. Review collected by and hosted on G2.com.