Solution Examples - What we do for CPA firms

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Optimize, Streamline, and Transform Your Firm’s Operations

We offer comprehensive data cleanup, process/template reviews and updates, project budgeting, staff goals and assignments, data population and seamless data synchronization across systems like CRM. If your firm relies on manual processes, we can help streamline operations for greater efficiency and reliability. 

We help clients harness the full potential of available APIs to create customized tools tailored to their unique challenges. Our solutions provide actionable insights and enable immediate action, driving transformative results for your business. 

Eliminate Bottlenecks and Unlock Efficiency with Automated Workflows 

Time postings, reminders, approvals, draft invoices, finance charge applications, project creation, and data population—streamlined and automated. 

• Are your team members spending too much time managing data just to answer basic questions? 

• Is your reporting process slow and inefficient? 

• Is excessive customization requiring repetitive manual work? 

We can help.   Our automation solutions eliminate these bottlenecks, freeing up valuable human resources for higher-impact tasks. Reduce risk, increase capacity, and boost efficiency in one simple step. 

Delivering the Right Information to the Right People – Automatically 

We ensure the right information reaches the right people at the right time, simplifying the process of taking action. If we can provide an AR report showing who owes you money and for how long, why stop there? We take it further by automating actions that keep stakeholders informed, simplify their tasks, and handle administrative work automatically.

 From automated reminders and client communications to approvals, notifications and portal management, our solutions optimize workflows and equip your firm to stay organized and efficient while staying one step ahead. 

 Centralized Project Management and Real-Time Updates
Consolidate all critical information into one screen, allowing users to make updates and commit changes instantly. Our solution works behind the scenes to keep CCH Axcess synchronized with every adjustment. Easily track workloads, assign tasks, monitor staff utilization, and manage project progress – all directly from the report.

Save time, boost efficiency, and enhance transparency with real-time insights and control. This is the solution your firm has been searching for, and if you need custom adjustments, we’ve got you covered. Rest easy knowing your firm is running at peak performance.

Effortless Project Management and Client Engagement  

When projects hit their WIP limit, automatic approvals or reminders are sent to stakeholders to ensure timely action. After an 8879 is sent for signature, clients automatically receive a survey and their invoice – all without any extra effort from your team. 

 Stay Ahead with Real-Time Project Insights

 Keep managers informed with a notification system that tracks project progress, current status/WIP, and highlights projects approaching critical thresholds or exceeding budgets. Empower your team to take action early – preventing small issues from becoming major problems. 

Seamless Client Contact Management
Ensure client contacts stay synchronized across billing, correspondence, and more. Our customized solutions automatically identify the correct records and update all relevant clients, keeping everything accurate and consistently in sync. 

Simplified Engagement Letter Process
Streamline your entire Engagement Letter (EL) process with our automations – from creation to delivery and acceptance. Our solutions handle everything from auto-populating client-specific EL templates to managing production, e-signatures, filing, and secure document storage.

We eliminate manual tasks, introduce seamless approval workflows, validate outputs, and ensure consistent, reliable results. With our automation, generating accurate engagement letters takes just seconds. How much time does your firm spend on this process? Let us help you enhance efficiency and maintain quality across every engagement.

 Effortless Workflow Corrections Without Data Loss
After the first year, workflow or workstream misconfigurations can surface, often requiring new template deployments. This process can risk losing valuable project budget data – but we resolve it quickly and seamlessly. Our expertise ensures problems are fixed without causing new ones. With extensive experience in managing major changes and addressing their impacts, we make transitions smooth and stress-free. 

Seamless Client Onboarding from CRM to CCH
When an opportunity in your CRM is marked as Closed/Won, we automate client creation in CCH and generate the appropriate projects based on CRM data – for both Workstream and Workflow. No manual steps required.

Automating these processes ensures clean, consistent data entry and eliminates the repetitive tasks your firm may be handling manually. From intake forms to CRM integrations, our solutions streamline client onboarding, delivering speed, accuracy, and efficiency every step of the way.

Streamline and Automate Client Group Management
Automate the creation and organization of Billing Groups, Client Groups, and Client Family structures with ease. We ensure your groupings are aligned, allowing you to leverage CCH’s internal reporting by client family. This is one of the most challenging and inconsistent areas to maintain – but we simplify the process. From initial setup to ongoing automation, we keep everything organized and efficient, so you don’t have to. 

Smooth Transition from PM to Axcess Practice
We guide firms through a smooth transition from PM to Axcess Practice with tailored dashboards, automations, and comprehensive solutions designed to fit your specific needs. Our focus is on delivering an efficient post-migration experience with exceptional results. 

Beyond just delivering solutions, we focus on driving adoption and fostering a culture that embraces new tools and processes. With extensive experience guiding firms along the data maturity curve, we provide solutions that are not only effective but also valued and embraced by your team.