CCH iQ Client Match is harnessing changes in the tax landscape and helping you turn them into revenue.

Improve working efficiency by 50-90% and seize your slice of an estimated $500 million potential revenue.
CCH iQ Client Match takes the pressure and legwork out of staying up-to-date with tax developments and changes.

Experience the power of CCH iQ Client Match today with a 1:1 demo and receive free Loss Carry-back Practical Tools.
These assets are usually only available to CCH iQ Client Match subscribers,
however we have made them available for your download today.
Wolters Kluwer
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How does it work?

CCH iQ Client Match works in 4 stages:

 

1. Multi-award winning predictive intelligence, constantly reviews relevant content and sources to detect tax events in real time.

 

2. Our tax experts review and add their independent analysis and commentary.

 

3. In tandem with CCH iFirm Tax or Xero Tax we profile your client list and match them to relevant tax events.

 

4. We provide practical tools like calculators, impact statements, templated letters, automated comms and other tools to accurately advise all matched clients.

For us, CCH iQ Client Match is a game changer. We can see around a 90% efficiency improvement in matching trigger events to our client database.
Troy Johnson
Never miss an opportunity again with the right advice for the right clients at the right time.
See how CCH iQ Client Match works for you and get your free Loss Carry-back Practical Tools.

Schedule a 1:1 Product Demonstration

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Download your the free Loss Carry-back Practical Tools

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