Enable possibilities for your Practice Management Suite
Insightful dashboards
Automated processes
Fully interagted systems
Within as quick as 2-4 weeks, you can transform your business process with one of our powerful solutions:
Power BI
Startup Package
Firm Overview
Dashboard
Workstream
Project Migration
Automated Time
Entry Review
CCH Document
Backup/Migration
CRM to CCH
Axcess Sync
Automated
Report Executions
PTO/Banked
Hour dashboards
Automated Tax
Data Import
Streamline your Practice Management with automation and integration
Demo Import Excel into CCH Tax via API
Data entry into tax software is an essential process, but it’s very time consuming. Our automation technology can help save this time by feeding the data into CCH Axcess Tax directly. Check out our demo video.
Technology: Python, Excel, CCH Axcess Tax
Value: save time on data entry and manual validation, reduce human error, free up tax prefessionals during busy season
Update CCH Axcess clients via Excel
As the usage of CCH Axcess grow and firms go through mergers and acquisitions, many firms struggle to maintain the data clean and consistent. System configuration is no longer optimal. Running reports become inefficient and even inaccurate. We can help you review your data and use automation technology to clean them up so that the reports are accurate and convenient. Using Excel is one effective way of bridging the review process and mass-update procedure. And this still works without any API package!
Technology: Python, Excel, CCH Axcess Practice
Value: Save administrative time, keeping data clean and consistent, provide accurate data for strategic management, support migration processes
RPA export CCH AXCESS reports to Excel
Are you tired of having to reconfiguring and waiting for Axcess reports to run for your monthly/quarterly closing process? Our automation solution streamlines report generations process, saving you the time and frustration.
Technology: RPA, CCH Axcess Practice, Excel
Turn data into insights
Enable data driven culture
Experience insightful data analytics with Power BI Interactive Dashboard
Tired of static report that takes long to run and doesn’t give you the information you need or usable format? Welcome a whole new experience of working with data. With Power BI report, you have answers to many critical questions or KPIs in one screen and target them to the specific group or component, and can easily slice-and-dice the data to go from the 30,000-foot level all the way to the detail transaction level, getting your questions answered within minutes.
The New Culture of Collaboration
Are you tired of static Excel reports and all of those back and forth email exchanges full of screenshots? It’s time for a new area of collaboration. This video shows how we analyze time entry data. This report out of any system is typically very limited and boring, but with Power BI, you can view the insightful charts and graph, interact with the dashboard, drill through to the detail transactions, make comments and tag another coworker, who can then reply and close out any issues. This dashboard report can highlights and alert you when things drop below or above certain KPI, effectively help you monitor your team’s productivity.
DAU Dashboard monitoring
Tired of manually checking CCH DAU logs for errors? Introducing the new DAU Monitoring Solution – an intuitive dashboard that helps you:
Automate Monitoring: Track the status of your DAU refreshes without having to log into the server.
Instant Error Detection: Identify potential errors at a glance with a visual color-coded system.
Rapid Diagnosis: Quickly pinpoint the root cause of errors through the dashboard.
Save Time & Effort: Eliminate time-consuming manual checks and reduce the risk of undetected errors.