Discover how to run an Intelligent Practice

 

View our complimentary webinar recordings to discover how you can build and maintain an Intelligent Practice using the best of breed software and cloud-based content and learning solutions. The webinars focus on core areas of your practice to:

  • Discuss practical steps and solutions to address pain points
  • Demonstrate how to create greater efficiencies with the right workflow tools in place
  • Create and leverage business opportunities in a highly commoditised environment

  • For a personal demonstration of any of the solutions below, please contact us and we can arrange this with one of our Solutions Specialists.

    Webinar Recordings

    CCH iFirm: Practice Management and Compliance

    Discover how an integrated cloud-based practice management and tax compliance solution can enable your practice to: 

    • be more efficient and visible in capacity planning for jobs, resources and billing. 
    • be a mobile workforce so staff can do their job anywhere, anytime - from lodging time-sensitive returns to pulling dashboard reports. 
    • create transparency and accountability within the team. 
    CCH iQ Connector: Unlocking your tax data to Predictive Intelligence

    Take your desktop tax data to the cloud with CCH iQ Connector and leverage the power of client match. With CCH iQ Connector, your systems will continuously sync to automatically identify impacted clients with real industry or legislative events to generate business opportunities for your firm.

    Knowledge Management and Advisory Services Solutions

    Discover CCH iKnow, a research platform that has been built specifically for accountants. Get access to all the expert content, real world examples and hundreds of practice tools you need in the one convenient place so you can quickly and confidently step through your client issues. Combine this with CCH iQ and learn how your practice can move to and grow your compliance-advisory work from actionable industry events.

    Document Management and Client Engagement Tools

    Discover a suite of cloud-based document management and eMarketing solutions to ensure you are seamlessly connected with your clients and prospects. These sophisticated tools are designed to reduce risk, cost and inefficiencies so that you can proactively focus on growing your client base.