CCCH iQ Client Match: Identify Advisory Work

CCCH iQ Client Match: Identify Advisory Work

Wednesday, November 4, 2020 10:00 PM to Thursday, November 5, 2020 6:00 AM · 8 hr. (Africa/Abidjan)
Tech Talks
Presentation

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This predictive intelligence technology automatically identifies which clients you should contact about upcoming tax changes and our content explains how it will impact them. Without having to spend time manually aligning clients to tax changes, 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. Integrating seamlessly with Xero Tax and CCH iFirm. 

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