At the 2018 CCH: Connections User Conference, Daniel Suissa sat in on a session offering a big reveal of CCH Axcess™ iQ’s capabilities. As a managing partner at Heymann, Suissa & Stone, P.C., and also the firm’s most tech-savvy member, he thought the predictive intelligence solution held a lot of promise for accessing real-time information and to use for marketing. Although he was hesitant at first because he could accomplish the same results manually, his firm eventually implemented the solution.
“I shied away from it because there were other ways we could get that information to our clients. Not as efficiently, of course,” he admits.
That investment — which added CCH Axcess iQ to a nearly full suite of CCH Axcess™ solutions, including CCH Axcess™ Tax, CCH Axcess™ Practice, CCH Axcess™ Workstream, CCH Axcess™ Financial Prep, CCH Axcess™ Portal, and CCH Axcess™ Document along with CCH® ProSystem fx® Engagement and CCH® ProSystem fx® Scan with Autoflow Technology — paid off when COVID-19 hit during the first quarter of 2020 and the firm was able to leverage client data to send out a mailer on COVID related issues.