Soroban

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.

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.

Uh, I think Carbon integrates with Soroban specifically, but there are other modern practice management systems that do a version of workflow and delivery now too.

And so is it a bummer that CCH doesn't integrate with Soroban? Sure.