CCH iQ Client Match - Wolters Kluwer CCH

CCH iQ Client Match

Intelligent, efficient, alert

With CCH iQ Client Match, your finger is on the pulse of progress, letting you keep up with tax changes as they occur.

Intelligent, efficient, alert

With CCH iQ Client Match, your finger is on the pulse of progress, letting you keep up with tax changes as they occur.

Harness efficiency that helps save you time and generate revenue

Integrating seamlessly with Xero Tax and CCH iFirm, 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.

What is a tax event?

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:

  • Case laws
  • Legislative changes
  • ATO rulings and announcements
  • Macro-economic events

How does it work?

In real time, CCH iQ Client Match constantly reviews relevant content and sources to detect tax events as they happen.

Once a tax event is identified, our tax experts review and add their independent analysis and commentary.

Next, CCH iQ Client Match profiles your client database and identifies all clients that are impacted by the tax event.

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.

What CCH iQ Client Match can do for your practice

  • Demonstrate value simply and effectively to your clients
  • Experience a business development efficiency boost of at least 50%*
  • Provide an enterprise level of service with a higher level of personalisation
  • Take full advantage of business opportunities with instant client matching
  • Take the first step from tax compliance to tax advisory
  • Build a high-value advisory pipeline
  • Grow your business by identifying relevant client opportunities
  • Develop targeted content marketing campaigns across social channels by leveraging content unearthed through matched events
  • Enhance your client communications and protect your existing revenue

How has CCH iQ Client Match benefited our clients?

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%.

What are our clients saying?

We now have the true ability to look forward. This is really legitimising our firm as a highly differentiated offering for clients. CCH iQ Client Match is a value service and we have already had sound results in terms of how it is changing the game for our firm.

Tyler Wise Founder and PartnerWise Accounting

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