Book a free 2-hour software usage health check with our experts.
Whether you’re already using CCH software, or you’re just exploring solutions, this free 2-hour session will help you find new and better ways of working.
Our team of experts will review your current workflows and processes, to highlight where your firm could make some efficiency gains, reduce mundane tasks, and get more value from your accounting software.
What to expect:
We’ll explore your current setup and advise on any practical improvements that can make a real difference in your day-to-day operations.
The areas we might focus on include:
- Client onboarding: Speed up your identity verification checks with AML tools.
- Practice management, billing, and credit control: Improve job tracking, billing accuracy and automate debt chasing with your clients.
- Accounts production: Streamline your accounts process, from data entry to online filing, enhance compliance efficiency and profitability.
- Tax: Explore options to speed up chasing for information and automate data entry and the delivery of the tax return to your client. Plus, discuss your plans for Making Tax Digital, and how your tech stack can help.
- Your journey to cloud: Understand the steps your firm needs to take and what to consider before moving to cloud.
Why book a health check?