firm KPI dashboard
Quickly analyze all KPIs for the overall firm, clients, and staff. Enable continuous monitoring to boost productivity and cash flow cycle.
Tax data automation
By automating the data entry into CCH Axcess Tax and checking the accuracy, you can save 2-5 hours per tax return. No more manual, mind-numbing data entry. Only seamless integration.
CCH Axcess DAU Monitoring
Frustrating with not knowing when DAU has an issue? Our RPA automatically monitors the daily refresh, forces full refresh when there’s any error or data integrity issue, and informs when your data is reliable (or not)
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Our smart accounting service automatically reminds your staff, preventing inaccurate or missing data for billing purposes, especially out-of-scope activities that could result in a 10-20% increase in revenues for your firm.
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