Accounting firms generate and store a lot of data, but it can be difficult to organize and make sense of it all. The CCH Axcess Data Axcess Utility extracts the firm's client, project and billing data from CCH Axcess™ into a local SQL instance, where it can be used to create custom reports or integrate with third-party report writers or business intelligence platforms. CCH Axcess Data Axcess Solutions allow you to make changes in your firm operations to improve efficiency and profitability. Since you can monitor your KPIs daily, you can better understand trends, validate the integrity of how you are entering data and identify problems earlier than you can with a traditional monthly reporting process. With CCH Axcess Data Axcess Solutions, your firm can take advantage of the following:
- Data at your fingertips
- Flexible analysis
- 9 Pre-built dashboards
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Resources for existing customers
Business intelligence for the real world
CCH Axcess Data Axcess solutions help firms gather business intelligence and develop insights that drive change in the firm. Using the Data Axcess solutions, firms can create dashboards that enable them to dynamically slice and dice data, diving deeper into their data to learn where they can improve both in business and internal processes.
Custom dashboards and reporting
Does your firm need more than the nine pre-built dashboards? Let our consultants build exactly what you need. The Wolters Kluwer Professional and Client Service team will work with you to create custom dashboards based on your preferences, in almost any platform, including Microsoft Power BI or Tableau.
Power BI training
Data analytics skills are in high demand, and Microsoft Power BI is a leading solution. For firms that want to build their own dashboards and be able to customize them as needed, Power BI training can help you learn the skills necessary. Our team offers an Introduction to Power BI and additional Power BI workshops to ensure you learn the fundamentals and much more.
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Gain actionable intelligence from your firm's data
Improve operations and increase accountability
“One of the big things that we’re hoping to do is to make this part of our fabric. We’re doing the dashboards internally right now and our hope is to also start doing these for clients. It’s going to be everything we eat, sleep and breathe.”
Pam Metzger, CMO
Porte Brown
Additional resources
Discover CCH Axcess solutions
As the accounting profession’s first modular, cloud-based tax preparation and compliance, workflow management and audit solution, CCH Axcess delivers a powerful set of innovative features designed to make the tax and accounting industry more efficient and profitable.
Innovative API integrations
Our product teams work closely with customers to deliver features that increase efficiency, reduce errors and improve client experience. Open integration APIs enable firms to create time-saving integrations that leverage CCH Axcess data.
CCH Axcess Marketplace
The CCH Axcess Marketplace is an online resource center that makes it easy for firms to find software integrations that leverage the data in their systems. These integrations enable firms to automate many of the most time-consuming tasks in their tax, audit and firm management workflows.