Case studyPractice automation is easing capacity planning challenges for Hartmann-Cox Chartered Accountants. This is helping the firm manage ongoing compliance and new advisory revenue streams – while maintaining superior client service levels.
Automating workflows inspires growth
Hartmann-Cox has embraced the CCH iFirm eco-system for many years now, enjoying the benefits of a unified cloud platform with practice management, client accounting, and compliance tools that has helped it grow its advisory and compliance services.
“In moving to the cloud with CCH iFirm, not only have we calculated a minimum reduction of 50% of our technology overheads and retiring hardware we have had to own and manage, the efficiency and productivity benefits has continued to deliver positive results for us.”
Being in the cloud with CCH iFirm and recording every meaningful point of contact with clients put the Hartmann-Cox team in a strong position as it moved to a remote working environment at the onset of the global pandemic. The automated workflows in CCH iFirm – and integration with value-added tools such as CCH iQ – meant a seamless transition to ‘business as usual’ and generated 12% growth in revenue during the pandemic.