We build the automations, integrations, and dashboards that turns your vision into daily reality
Familiar with any of these? That’s usually where we begin.
Let’s standardize client intake form that push data to CCH Axcess Practice, Tax, and your CRM automatically.
12% of firms scaled back their tax client base last year because manual workflows capped how many they could handle.
We automate end-to-end process from PBC list and process documents uploade by clients, and push into CCH Axcess Tax.
69% of firms experience delays projects during tax season because they had to wait for client documents.
Live Power BI dashboards connected directly to CCH Axcess DAU. Instant visibility into WIP aging, AR, staff utilization.
Power BI users reported 2.5% increase in operating income and 125 hours saved per BI user per year
CLIENT ONBOARDING AUTOMATION
One intake form will automatically create the client in CCH Axcess Practice, Tax, your CRM, and other systems.
✕ Client fills out paper or PDF form
✕ Staff re-types into 3-5 different systems
✕ Typos and manual data mapping
✕ CRM updated by hand — if remembered
✕ Holiday mailings expose out-of-sync records
⏱ 30 – 45 mins per new client
✓ Client fills a guided web form (fields enforced)
✓ CCH Axcess Practice record created automatically
✓ CCH Axcess Tax record created automatically
✓ CRM record synced in real time
✓ All systems consistent from minute one
PBC LIST MANAGEMENT & TAX DATA ENTRY
We’ve automated the document collection, data entry, and validation — directly inside CCH Axcess Tax
💡 We automate the entire PBC workflow — and the time saved scales directly with your client count.
Extracting the entity list from last year’s return. Generating a secure upload portal per client — whether that’s SharePoint, ShareFile, CCH Axcess Document, or Karbon. Sending automated follow-ups on outstanding items. Pushing completed data directly into CCH Axcess Tax via API. Your admins oversee it. Our automation does the work.
✓ Auto-extracts entity list from last year’s return — one click to send to client.
✓ Generates a secure SharePoint folder per client automatically
✓ AI reads uploaded files, identifies entity and tax year, auto-clears PBC items
✓ Automated follow-ups on all open items — no manual email chasing
✓ Pushes completed data directly to CCH Axcess Tax via API
✓ Validates Excel workbook subtotals against CCH Tax return figures
✅ Save 3-10 hours on data entry for each tax return
✅ Mitigate time spent on rounding issues
✅ Mitigate clerical typo issues
✅ Speed up the clerical review process
Oftentimes, firms need to track unbilled WIP balance at project level but struggle with the misalignment that progress invoice is only issued at the client level. To bridge the data gap, we recreated this solution to automatically allocate open invoices to recently completed projects and allow users to override with the correct data. We can then pull this information into Power BI for further analytics. ✅ Automatically allocate unapplied Progress invoices to projects Many firms maintain client list and track time entries and create invoices from Practice Management software, then manually key in the client and invoice information in Quickbook Online Accountant to send to the clients. We automate that whole process by pushing data from PM software directly to Quickbook in just a few clicks. ✅ Automatically push client and invoice data from Practice Management to Accounting software such as Quickbook Online Help streamline cashflows by making it extremely convenient to review unpaid invoices and remind clients within a few clicks. ✅ Automatically send email remainders based on a threshold, or let user manually sends it.
Automated Progress Invoice Allocation
✅ Enable visibility into Project’s Work In Progress invoices
✅ Catch aged unbilled WIP before they’re too obosolete to billl the client.
Client and Invoice data sync to QBO
✅ Push invoice line items and descriptions to Accounting Software
✅ Hundreds of hours saving in manual data entries for Accounting department
Automated AR reminder and Payment collection
✅ Prefill the invoice numbers, amount to keep one invoice per payment, making it easier to reconcile
✅ Automatically pass on 2.9% credit card fee to the customers
Resources & Insights
Published from real client engagements across 40+ firms — not generic how-tos, but lessons from the trenches.
Book a free 30-minute call. We’ll review your current setup and identify the highest-ROI starting point for your firm’s size and workload.
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. 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. Without a doubt, 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
Insightful and Interactive Firm Overview Dashboard
The New Culture of Collaboration
CCH DAU Monitoring Solution
