innovation GPS for CPA firms
Bring the most advance industry technologies and best practices. Empower your systems (eg. CCH AxcessTM or Practice CS), save time, improve cashflow and enhance employee/client satisfaction.
Allign your process with Tech Stack, designing a standardized and seamless processes, taking back time for your professionals. Ensure that your objectives met when choosing a software of vendor. Protect your firms from misleading information.
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All KPIs in one place. No more manual reports or Excel spreadsheet. Provide real-time insights, streamline decision-making. Identify trends, and enhance strategic planning, ultimately driving improved performance and efficiency for businesses.
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Automate business processes end-to-end to improve efficiency, productivity, and client/employee experiences. Eliminate manual data entries and inconsistency. Enable new possibilities by integrating with modern software.
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Unlock new possibilities for CCH Axcess™ Tax, Practice, Workstream, WorkFlow, Documents, Data Axcess Utility…
Connect into Data Axcess Utility to unveil all KPIs in one place: clients profitability, staff productivity, cash flows, and more!
Business Intelligence Power BI Data Axcess Utility
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Eliminate 1 – 5 hours of mind-numbing data entry into Axcess Tax, empower your tax professionals without offshoring.
Process Automation CCH Axcess Tax CCH Tax API
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When a prospect or admin staff submits a form on your website, data is validated, then created consistently across all applications.
Client Onboarding Automation Process Automation CCH API
View case studyWe work with many other Practice Management solutions: TR Practice CS, Karbon, Canopy, Suite Dash, etc…
Save hours of admin time every week to maintain complete and accurate time entries for billing and project management purposes
Process Automation Practice CS
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When a prospect submits, automatically calculate create the record in Practice Management system, start tracking time and tax planning process
Process Automation Practice CS
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Are you leaving your current DMS system? We help you plan out the migration in details to avoid nasty surprise, and use automation script to get the job done efficiently.
CCH Axcess API Document Migration
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