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Tax & Accounting14 March, 2023

Webinar: Automate, track and report on the right KPIs with CCH KPI Monitoring and Power BI

As accountants, you’re used to focusing on working with the figures your clients send you. That can leave precious little time to look at your own metrics of success. At Wolters Kluwer, we understand this.

Our solutions alert accountants in real-time when they have met certain pre-set conditions. This ensures accuracy and efficiency, freeing up your time to focus on client-centric work. We also offer a fully interactive and holistic dashboard, which can visually summarise your practice’s growth.

Watch this webinar to discover how our software combination of CCH KPI Monitoring and Power BI saves time and enables our customers to measure their own success and track when they have reached particular milestones.

During the webinar, our expert covers:

  • an overview of the broad trends and observations around BI and KPIs for accountants
  • how our solutions can unlock time -savings and automate your practice
  • how to track valuable insights and monitor business performance, in order to identify issues before they become problems
  • a demonstration of alerts that streamline processes for leading accounting firms
  • an example of interactive dashboards built in Power BI that support data-driven decision making

Complete the form to watch the webinar

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