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Tax & AccountingJune 26, 2024

CCH iFirm enables improved workflow management for RCB Advisors

RCB Advisors is a boutique accounting firm which prides itself on a customer-centric approach, with the aim of helping their clients achieve their financial goals and objectives. Since 2016, the firm has embraced CCH iFirm cloud solutions, and now also subscribes to the CCH iKnowConnect tax research platform.


Company Details

Name: RCB Advisors
Web: www.rcbadvisors.com.au
Size: 2 Partners

Solutions

Benefits

  • Improved workflow management
  • Enhanced client communication
  • Getting all critical solutions in the one platform
  • Provides a secure cloud-based platform
CCH iFirm offers a very good solution to the accounting profession ‘under one roof’. It is well supported by their teams, and they are committed to ongoing development and improvement of their products based on their customer’s needs.
Rajesh Chawla, Director, RCB Advisors

All the solutions we need under the one roof

In setting up a new practice back in 2016, RCB Advisors Director Rajesh Chawla and team undertook an evaluation of various accounting software platforms to decide which would suit the needs of their new firm.

At the time, we evaluated various platforms including MYOB, Xero and APS. In the end we found CCH iFirm to be the most robust and trustable solution for a new firm of our size.
Rajesh Chawla, Director, RCB Advisors

“We were looking for a secure and robust platform that provided all our needs including Practice Management, Accounting, Tax, with alignment to our cloud-based document management system we had selected for our firm etc. Our account management team was instrumental in helping us onboard and get off to a great start as well.”

Improving workflows and client communications

Over the years, RCB Advisors has adopted further CCH iFirm modules including Practice Manager, Client Accounting, Tax, Client Portal and Signatures.

“CCH iFirm has enabled us to better manage our workflow, tax compliance and documents. Our client communication also improved once we adopted the integrated CCH iFirm Client Portal and Signatures modules,” Rajesh said.

The firm has also been closely involved in beta programs and co-design initiatives to help enhance and evolve the products based on customer needs.

We have worked closely in testing the solutions and product improvements over the years, and this has been fantastic. We look forward to continuing to work closely with the CCH team and we are excited about our role on this front.
Rajesh Chawla, Director, RCB Advisors

Client-centric and quality driven

For Rajesh and team, having quality tools and systems is critical to being able to deliver quality service and support to their clients.

“As we are a small business, who is very client centric and quality driven, it is imperative we have the right people and tools. When providing advisory services, where clients expect a proactive, timely and quality service, quality people and tools become essential,” said Rajesh.

It is important to us to build strong relationships with our clients, staff and suppliers to support our firm’s growth and ability to deliver a service that is timely, proactive and effective to our clients. CCH solutions have been extremely useful to us in this and as such, I have always recommended CCH solutions to my peers and will continue to do so.
Rajesh Chawla, Director, RCB Advisors

“CCH iFirm offers a very good solution to the accounting profession ‘under one roof’. It is well supported by their teams, and they are committed to ongoing development and improvement of their products based on their customer’s needs,” he said.

CCH iFirm

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