Practice CS, a leading solution from Thomson Reuters, is trusted by over 10,000 accounting firms across the United States to streamline critical tasks such as staff scheduling, billing, and project management. Consistently rated as one of the top practice management platforms, it offers robust features that make daily operations smoother and more efficient. Yet the true power of Practice CS goes beyond its built-in capabilities. With advanced data analytics, firms can transform raw data into strategic insights, automate reporting, and unlock new efficiencies. Our service specializes in bridging these functionalities, helping you leverage the unlimited potential of Practice CS to thrive in a competitive marketplace

Disclosure: we’re not affiliated or endorsed by Thompson Reuter

We empower CPA Firms with Automation and Integration

Uncover valuable insights with our Business Intelligence dashboards

Are you tired of static reports that take too long to run? Do you not get the information you actually need, or is the format not usable? Our Power BI reports provide clear and actionable answers to many critical questions and KPIs. Then, you can target specific groups or components with relevant data and easily drill down from a high-level overview to detailed transaction information. Therefore, you’ll enjoy the valuable insights within minutes to make informed decisions.

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This video shows how effective use of basic charts and graph can help uncover insights from time entry data. First, you can interact with the dashboard, and drill down to the detailed transactions. In addition, you can also add comments and tag coworkers, who can reply and resolve the issues. This dashboard report can highlight and alert you when things are below or above certain KPIs, and help you efficiently monitor your team’s productivity.

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CCH Axcess Data Axcess Utility (DAU) can be a unreliable with errors in refresh operations or missing data, all without warnings. As a result, your team might be left frustrated. Our Solution automatically monitors the refresh logs, alerts the IT admmin of any refresh issue, attaching the log. Our Solution also validates the DAU’s data against relevant CCH Axcess Practice reports and notify the users when data are actually matching and reliable. Automatically do a full refresh of the tables having data problem.

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Demo RPA creates Workstream Projects from Excel

Creating projects in CCH Axcess™ Workstream can be tedious, complex, and error-prone, given the amount of manual data entry involved. That’s why Silver Sea created an RPA solution that would save the time when you need to migrate from another system to CCH Axcess Workstream or automate the project creation process as part of client onboard or renewal. This powerful tool minimizes errors, ensures accuracy, and eliminates tedious manual setups. Experience unparalleled efficiency with our innovative solution!

Import Tax data from Excel into CCH Tax software

Data entry into tax software is essential part of tax preparation process but it is so time-consuming! Our automation technology helps save this time by feeding the data directly into CCH Axcess Tax through the API. Check out our demo video to learn more.

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 or consistent. Running reports also becomes inefficient and inaccurate. We can help you review your data and use automation technology to clean it for accurate reports. Using Excel is an effective way to bridge the review and mass-update processes. The best part is that it works without any API package!

Automatically executes CCH Axcess™ reports to Excel

Are you tired of reconfiguring and waiting for Axcess reports to run for your monthly/quarterly closing process, staff evaluation or operational reports? Our automation solution streamlines the report generation process and data manipulation, saving time and relieving stress.

Turn data into insights. Manage with confidence!

Insightful and Interactive Firm Overview Dashboard

Are you tired of static reports that take too long to run? Do you not get the information you actually need, or is the format not usable? Our Power BI reports provide clear and actionable answers to many critical questions and KPIs. You can target specific groups or components with relevant data and easily drill down from a high-level overview to detailed transaction information. Get the insights you need within minutes to make informed decisions.

The New Culture of Collaboration

Static Excel reports, and endless email exchanges full of screenshots are things of the past. It’s time to adopt a new way of collaboration. This video shows how we analyze time entry data. The report generated from any other system is usually limited and boring. However, with Power BI, you can view insightful charts and graphs, interact with the dashboard, and drill down to the detailed transactions. You can also add comments and tag coworkers, who can reply and resolve the issues. This dashboard report can highlight and alert you when things are below or above certain KPIs. Consequently, it can effectively help you monitor your team’s productivity.

CCH DAU Monitoring Solution

CCH DAU can be a valuable resource, but often, you may find your data missing. Your dashboards or automation can be unreliable, and your team might be frustrated. Our new DAU Monitoring Solution offers:

A dashboard to track the status of DAU refreshes that is easy for any user to understand.

Instant error detection alerts the administrator of any refresh issue, including the log.

Automated resolution to fix any issues that prevent tables from refreshing.

Automated integrity check to automatically validate DAU data against relevant CCH Axcess Practice reports.

Eliminate the time-consuming manual research and server logins. Our automated solution eliminates the risk of undetected errors and ensures data integrity