Articles and news2019-04-08T15:14:39+01:00

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The rise of advisory services

27 May 2020|Tags: , , |

Many firms are already turning to automation to free up time to replace the squeeze on traditional fee earning potential with value added services. Our research has shown that firms focusing on delivering high value advisory services to their clients, can anticipate growth in the region of 10 to 20% annually.

Two ways you can improve your online meetings today

21 May 2020|Tags: , , |

Adapting your practice processes to the impact of COVID-19 has mean't business have had to learn fast when it comes to hosting effective and engaging online meetings. Here are two easy to do tips that you can implement today to make your online meetings more engaging.

Webinar: Facing today’s challenges with document management

20 May 2020|Tags: , , |

CCH Document Management enables you to digitally store, share and manage information, no matter where it comes from. Watch this webinar with Nick Moss for best practice tips and demonstrations of how the software can help you to continue to manage your practice remotely, during any uncertain times.

Webinar: Building new insights for your business with Power BI

20 May 2020|Tags: , , , , |

Watch this webinar with our analytics expert to see how you can use Microsoft Power BI to connect to the CCH Central database to produce some practice management-led KPIs and metrics, taking data already in the database and visualising this in ways not possible before.

Creating an online meeting strategy for your business

15 May 2020|Tags: , , |

Can virtual meetings be as effective as face to face meetings? Having a consistent virtual style can really help. In this article, we talk about best practice when it comes to thinking about your virtual events strategy.

Webinar: How to use CCH OneClick for secure online collaboration and communication with your clients

6 May 2020|Tags: , , , |

The CCH OneClick environment has been created specifically to support collaborative working between advisors and their clients. Watch this webinar with Natasha Kobrak who will provide best practice guidance and demonstrate online file transfer, messaging and collaboration functionality within CCH OneClick.

Webinar: Bookkeeping – your new high-profit, high-growth service line

6 May 2020|Tags: , , , , , |

Watch this webinar to hear best practice tips and demonstrations of how Basecone, Twinfield and CCH Accounts Production work together to capture and process data, which will help you make huge time-savings and improve data accuracy.

Managing your practice through the unknown

6 May 2020|Tags: , , , |

Practices have been transformed: remote working for all your team is the new normal for the foreseeable future. The question for many is how to keep everyone in a dispersed team on track and working efficiently? Find an answer in this article.