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CCH Practice Management customer stories

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Video: Loucas case study

2019-11-12T13:07:20+00:0012 November 2019|

Loucas is a long-time user of Wolters Kluwer products for compliance and practice management, having migrated through different versions of the software for almost thirty years. Watch the video and learn how Wolters Kluwer supports Loucas in their digital journey, making the future a reality today.

Loucas

2019-09-30T09:58:25+00:0030 September 2019|

Loucas is a long-time user of Wolters Kluwer products for compliance and practice management, having migrated through different versions of the software for almost thirty years. “There’s no room for old-school inefficiency. For some time now we’ve looked at how to maximise our efficiency by taking advantage of digital technology to reduce our costs. For us, that’s not the future. It’s the present!”

Graham Smith Chartered Accountants

2019-09-30T09:54:42+00:006 September 2019|

Graham Smith Chartered Accountants is a rapidly growing firm in Redruth, Cornwall. Simon Reed purchased the business in 2018, bringing his brother Alex on board as Tax Manager. Together, they have over twenty years’ experience in the profession. “Data rolls through from one software product to another, saving a lot of time in the process. This makes life so much easier.”

Haigh & Co

2019-07-05T13:21:58+00:005 July 2019|

Haigh & Co makes the most of Making Tax Digital for VAT with CCH OneClick. The firm was an early adopter of CCH OneClick for Making Tax Digital for VAT, installing the software in 2018 in the lead up to this latest compliance challenge. “We no longer have to check with the client or with HMRC if a payment has been made or a refund given. We have greater visibility as the information is all there, recorded in CCH OneClick. This is proving a great time-saver.”

DSA Prospect

2019-06-25T12:20:18+00:0025 June 2019|

DSA Prospect takes Making Tax Digital for VAT (MTDfVAT) in its stride with CCH OneClick which tracks submissions and payments made to HMRC.... “Wolters Kluwer helped us to get to grips with what’s required on MTDfVAT and how we can use the software effectively to comply.”

Lsd Accountants

2019-06-20T12:18:14+00:0020 June 2019|

Over the past eight years, Lsd Accountants senior partners Davinder Matharu and Lesley White have built a thriving accountancy practice from their office on an organic working farm near Redditch. “Our main goal is to improve our productivity and profitability - and that’s where Wolters Kluwer software comes in, helping the whole team to work more efficiently.”

Annie Manly & Co Ltd

2019-06-20T12:01:36+00:0019 June 2019|

Annie Manly & Co Ltd is an expanding independent firm of accountants, handling accounts and tax matters for private individuals and businesses. They have a broad client base that ranges from ambitious start-ups to established companies. To serve these clients, and free up time for advisory work, the practice adopted CCH Accounts Production and tax software and subsequently CCH Document Management and CCH Practice Management software.

Moore Stephens South

2019-05-28T15:39:46+00:0028 May 2019|

From offices in Guildford, Salisbury, Southampton, Chichester and Newport on the Isle of Wight, Moore Stephens (South) LLP serves around 4,000 clients. A long-time user of the CCH Central suite the compliance software has supported the business since 2001, together with software for practice management, document management and audit automation.

Taylor, Viney & Marlow

2019-03-21T16:12:57+00:0021 March 2019|

Taylor, Viney & Marlow provide a full range of services in audit, accounting and taxation, along with consultancy and assistance with financial development to individuals and to businesses with up to £70 million turnover. According to Partner Stuart McCallum, the challenge is not finding clients; it’s being able to handle the volume of work coming into the firm.

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