firm kpi dashboard
Seamlessly manage your firm with bird-eye views
Our Firm Overview Package leverage quickly identify areas of optimization in your Practice Management software configuration and analyze all KPIs for the overall firm, clients and staffs in a holistic view. Enable continous monitoring of WIP and AR Aging in real time to cut down your cash flow cycle.
More InsightsCCH Tax data automation
Empower your professionals
You’ve done your data gathering and tick and tie in the Excel Workbook? Great. Let’s leverage modern API to automate the data entry into CCH Tax and validate the result. No more manual, mind-numbing data entry. Only seamless integration.
CCH DAU Monitoring
Reliability is the key
Data Axcess Utility is a powerful add on to CCH Axcess Practice, but it doesn’t always work well. Save yourself from chasing missing data and users from frustration with our automated monitoring RPA
More Insightstime entry automation
Reminders and Approvals
Automatically remind your staff to comply with time entry policies, preventing inaccurate or missing data for billing purpose, especially out-of-scope activities that could result in 10-20% increase in revenues for your firm
Read more