Solution Examples - What we do for CPA firms

---

Comprehensive data cleanup, process/template review and update, project budget, staff goals/budgets, staff assignments, synchronize data between other systems (Salesforce, Dynamics, CRM.)  If it is a manual process at your firm, we can help you gain efficiency and reliability. 

We also offer writeback-enabled Power BI reports that completely take reporting to the next level by allowing us to build you tools that solve your exact problem, intuitively and on one screen!  Actionable insights paired with the ability to take instant action is a game-changer. 

Time postings, reminders and approvals, clear draft invoices, apply finance charges, eliminate repetitive manual steps, project creation, data population - feed from other systems. Do your people spend way to much time working with data in order to provide basic answers to questions? Is your reporting process slow? Is there too much customization that it requires a human to perform this process over and over again? Let us help - we automate these exact processes in order to free up human resources to perform more valuable tasks. Reduce risk, improve capacity, and gain efficiency all in one step. 

Push relevant information to the proper individuals that can take action, enhance data to make it simple to take that action.  If we can produce an AR report that tells you who owes you money and for how long, why wouldn't we take it to the next level and support the action your firm is going to take by way of automations that keep the relevant stakeholders in the loop, make their job simple, and do the administrative tasks for them automatically? Reminders, contact points, emailing clients, payment portals and more - whatever processes and solutions you might need are all possible with our solution. 

Bring in all relevant info to a single screen and allow user to make changes and commit. An EDD solution will run in the background to keep CCH Axcess in sync with the changes. See who has what on their plate, what needs to be assigned, staff utilization, check on project progress and make relevant changes right on the report! Save time, gain efficiency, improve transparency, and do it all in real time. This is the tool you've been looking for, and if it needs to be adjusted in any way - we can absolutely take care of that. Sleep easy knowing that your firm is operating at maximum efficiency. 

When certain projects reach a WIP limit, an approval/reminder will be sent to stakeholders to address appropriately. When an 8879 has been sent out for signature, the client receives a survey and the invoice, with zero extra steps from your staff. 

Keep managers in the loop with a notification system that shows which projects are in process, current status/WIP, which projects are nearing certain thresholds and which projects are over budget. Enable appropriate action before it becomes a major problem.

Keep client contacts in sync for billing, correspondence, etc. Customized solutions determine which record to use and populates all relevant clients accordingly and always in sync.

Many options available to automate the EL process from creation through delivery and acceptance. Solutions ranging from auto populating EL templates for each client automatically to addressing the entire process - including production, sending for e-signature, filing signed copies and storing in document storage/workpapers. We produce solutions that include approval processes, automation of manual processes, validation of output, and demonstrating automation and efficiency at it's finest.  It takes us 30 seconds to produce all of the paperwork you will sign with us. How long does it take your firm to produce your engagement letters while ensuring consistency and reliability for each engagement? 

Common use case is after initial year when some misconfigurations in workflow/workstream templates cause problems and the solution is to deploy new templates. An effect of this is losing all project budget data, which we can resolve quickly and with minimal effort. Let's correct the problems without creating new ones. We have the unfortunate, deep experience of making big changes and addressing the repercussions of those changes. 

Opportunity in CRM is closed/Won - Create Client in CCH and create appropriate project based on CRM data. Applies to Workstream AND Workflow. No manual steps in the process once an opportunity is won. Automating manual processes while ensuring clean and consistent data going in is one of our specialties - and likely one of the problems your firm has been dealing with manually. From intake forms to integrations with CRM systems, we have you covered and we have solutions that can ensure a speedy and consistent process for onboarding new clients. 

Automate creation of and population of Billing Groups, Client Groups, Client family organization, etc. We align groupings so you can also benefit from CCH internal reporting by client family. This is by far one of the most inconsistent, difficult to maintain areas that we can help with. From initial groupings to automation to ensure things stay tidy, we have you covered.  

Helps users transition from PM to Axcess Practice. Dashboards, automations, robotic process automations, and more that are catered to each individual firm to enable a swift and efficient migration with high-quality results. While we certainly produce deliverables and solutions, one other area we cannot ignore is the culture and acceptance of these solutions. We have experience helping many firms get on the data maturity curve and deliver solutions that are used and loved by the user base.