Digitally Transform Wolters Kluwer CCH Data
FibreCRM digitally transforms Wolters Kluwer CCH data by making the seemingly impossible, possible. Ask an accountant using Wolters Kluwer CCH and they will say
- It’s just not possible to connect other systems to their CCH Prosystem fx system
- We’ve asked our account manager at Wolters Kluwer CCH, and they say there’s no way to share the data with other systems like CRM or marketing systems
- There’s no API to CCH Central or CCH ProSystem fx so other digital assets can’t get to the data
- I wish our marketing department could keep marketing lists up to date
- I wish client engagement and onboarding new clients was less clunky
- I wish it was simpler to analyse what our clients are buying and where gaps in service exist.
These are the kind of ‘perceived’ issues we often find when speaking to firms that are looking to digitally transform and modernise.
The good news for CCH users is that IT IS POSSIBLE.
- It is possible for client data to flow from CCH Central or CCH ProSystem fx into FibreCRM in near real-time
- It is possible to streamline the new client onboarding processes so that data in FibreCRM is re-created in CCH Central without manual data entry
- It is possible to keep marketing lists up to date just as soon as something changes in CCH
- It is possible to do gap analysis on services being provided and produce targeted cross-sell campaigns to maximize client value and retention
FibreCRM has been synchronizing data to and from Wolters Kluwer CCH Central for more than 5 years. No other CRM vendor has achieved the extent of integration. This not only includes client names and addresses, it extends to:
- Extra fields
- Assignments/services being delivered
- Staff lists and relationships/responsibilities
- Budgets and schedules
Wolters Kluwer software is a leader for tax and accounting software and is used by a large proportion of accounting firms globally. FibreCRM just makes it possible for these firms to continue using great software but at the same time not miss out on this digital revolution. Take a deeper look at the integration here
