CCH

And then under that 2016, 2025, 2024, A lot of people are hearing this right now and they're like, wait, there's something else? You don't just chuck all that stuff into folders? Yes, that's literally what most people do.

You have some folks that came up of age with like CCH engagement, which is like an engagement management platform where all of your files live in there and the files kind of live within this specific little container for an engagement.

It comes with some other bells and whistles too, like being able to tick off,

you know, a prepare review,

Again, not a cheap solution and built more for real estate client bases that are getting an absurd number of K1s.

Usually they will give you a import file handoff that you then import into the tax software, but integrations are a deal breaker here.

CCH access generally has the strongest integrations, but the right solution for you will be very dependent upon what tax software you use.

Thompson Reuters last year acquired Additive.

We use

CCH.

CCH? Access?

Yeah.

Access, yeah.

I

implemented CCH tax scan in 2003 for an accounting firm.

Yes.

We're at 23 years of some semblance of this existing.

But, Hector, I'll let you have the last word on this.

I was just going to say, if CCH is listening and you want to hear the best possible advice you will ever hear from anyone, of course, I think that's because it's coming from me, but I'm saying if you want to hire me for more advice like this.

I've been teaching chat GPT on cloud for three years, webinars.

Every single week, I do a webinar in a different platform.

And the question that comes over and over and over and over is, can I do this in copilot? Can I do this in copilot? How does this work in copilot? And the secondary question is, what about security? What about safety? So people are freaking out security and safety, but then they're asking how to do it in copilot.

It turns out that because Copilot is built in into the thing that the firm bought and it's all built in into the ecosystem, they get automatic trust.

So CCH, you want to nail this, do a partnership with Microsoft where you have a Microsoft 365 accounting firm edition, you package it all together, give the impression that it's all one ecosystem, you immediately win.

You will be in platform.

Tale as old as time.

How much do you think this firm is paying to CCH this year? $1.9 million firm.

Take a guess.

How much they paying to CCH? Wrong.

More.

Wrong again.

Even more.

$1.9 million firm.

I've automated most of my staff work.

Do I dump CCH next? Sometimes we hear these people, and we're like, "Well, you automated all your work with AI, did you? Sure you did." Um, the reality is s- something in the middle.

There are folks running solo firms that are big-time AI nerds, and, like, to be clear, if this was me right now, this would be me.

I would be putting 80% of my effort into how do I automate this work that I'm trying to do rather than just grinding through another 20 files.

That's kind of just a, a mess in the end.

And so if you're running a firm, you kind of got to consider, what are all the things that I could do out there? What can make this company more profitable, uh, in the same time, right? And I would say the biggest opportunity for someone like this is you've created a money-generating machine where you put clients in one side, and out the other end comes money with relatively small effort.

The next thing to do is not then wipe out your $20,000 CCH bill.

The next thing to do is to learn how to attract clients and put more clients through that money machine.

And so they have to be aware of that, right? Because it may change the strategy and the approach, right, that you're sharing with that clientele.

So this is something where we created CCH Jurisdictional Compare, which just launched in the market, where it is a one unified solution that combines all of these moving parts in one place.

Using generative AI to really provide that outcome-based approach, those insights that an attorney needs to provide guidance to their clientele around any matter at all they have that crosses jurisdictions.

I mean, that sounds incredible.

That's information.

Insights helps you understand what is that that you just pulled.

What does that actually mean? What does that entail? And I think this is where, you know, I mentioned before our CCH jurisdictional compare.

And we have multiple agents that run in our CCH jurisdictional compare.

That is a medium staff.

We currently use CCH Access, I'm sorry, and Soroban for workflow delivery.

Our struggle is finding a CRM that links both of these.

The client manager in CCH isn't as robust as we would like.

You think? Any ideas? Uh, CRM, usually when people are saying CRM, what they really mean is practice management system, but they don't yet realize the entire world of possibilities that is a practice management system, because it's your CRM, but it's 100 other things too.

It's a really good client portal, it does your time and billing, it does all that.

And so part of the problem here is that, uh, you don't even have a practice management system yet.

CCH Client Manager, it ain't that.