CCH iQ Client Match
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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.
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Accounting SoftwareBusiness AdvisoryTaxation Tools & Services