CCH iQ Client Match
Wins Gold
2021 Asia-Pacific Stevie Award for Innovation in Technology Development in Financial Services
CCH iQ Client Match
Wins Silver
2021 Asia-Pacific Stevie Award for Innovation in Business-to-Business Services
Improve working efficiency by 50-90% and seize your slice of an estimated $500 million potential revenue.
CCH iQ Client Match takes the pressure and legwork out of staying up-to-date with tax developments and changes.
Within minutes you have all of your affected clients grouped in one place.
You are provided with templated client letters and practical tools, such as calculators and impact statements, so you can easily inform all of your affected clients.
Events are potential changes which affect the tax landscape. Each new event has the potential to present your firm with advisory and revenue growth opportunities. Event types include:
Integrating seamlessly with CCH iFirm Tax, the AI technology automatically identifies which clients you should contact about upcoming relevant tax events, and how it will impact them.
Without having to spend time manually aligning clients to tax events, you’re open to focus on higher value activities, such as advising your clients on how to deal with these upcoming tax developments.
CCH iQ Client Match enables you to provide a proactive, value-added service, so your clients are better protected and your practice is better equipped to grow.
Since 2016, CCH iQ Client Match has identified over 850,500 advisory opportunities for our clients. On average, these events have an estimated $150–$10,000 advisory fee value*. Our clients have also reported up to 50% boost in efficiencies^ when utilizing this predictive intelligence. It pays to stay abreast of tax changes – with CCH iQ Client Match.
* According to standard accountancy service fees.
^ According to some clients, CCH iQ Client Match has boosted business development efficiency as much as 90%.
