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.
Why do I need CCH iQ?
All accounting firms have years of historical tax return data that is a goldmine of information to truly profile, segment and identify opportunities within your client base. With CCH iQ we have built a solution that enables firms to use that tax data for more than just the traditional compliance work, it leverages purpose built software to connect en-mass, clients to industry and legislative events that could impact them.
Not only does CCH iQ open up a world of new business opportunities for you and your clients, but it does so in a resource efficient, timely and cost-effective manner.
So how does CCH iQ Connecter work?
Talking to our customers we understand not all firms have the luxury of being on systems that are all interconnected. However we don’t want that to stop you from leveraging the power of CCH iQ to build your firm and grow your client relationships, so we built the CCH iQ Connector.
The CCH iQ Connector takes the tax return data from your desktop tax preparation software* and syncs it to the CCH iQ application to enable the client match functionality.