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CCH Axcess™ Data Axcess Solutions
Leverage your firm’s data with advanced metrics and reporting capabilities.
Find out how future-focused firms are leveraging dynamic dashboards
800-739-9998
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CCH Axcess Data Axcess Solutions helps firms gather business intelligence and develop insights that drive change in the firm.
Turn Information into Insights
Accounting firms generate and store a lot of data, but it can be difficult to organize and make sense of it all. CCH Axcess Data Axcess Solutions help firms gain business intelligence about the firm’s client, project and billing data from CCH Axcess. Firms can operate more intelligently by monitoring key performance indicators and creating data visualizations. CCH Axcess Data Axcess Solutions include off-the-shelf and do-it-yourself options, including custom dashboard creation as well as Power BI training to help you augment your data analytics skills.
By extracting CCH Axcess data into a local SQL instance, the CCH Axcess Data Axcess Utility enables firms to create custom reports, integrate with third party report writers or business intelligence platforms, or send data to Excel. Firms can build their own dashboards, work with the Wolters Kluwer Professional & Client Services team to create custom dashboards, or use the 6 off-the-shelf dashboards included with CCH Axcess Data Insights.
Take Action to Improve Efficiency
CCH Axcess Data Axcess Solutions allow you to make changes in your firm operations to improve efficiency and profitability. Since you can monitor your KPIs daily, you can better understand trends, validate the integrity of how you are entering data and identify problems earlier than you can with a traditional monthly reporting process.
CCH Axcess Data Insights
Business intelligence solutions tend to be difficult to use. Creating dashboards requires unique skills in understanding the source data and using special software. Most firms don’t have the time or skillset necessary for this approach.
CCH Axcess Data Insights provides 6 ready-to-use dashboards that enable firms to dynamically slice and dice data. By diving deeper into their data, firms can learn where they can improve both in business and internal processes. The pre-built dashboards provides data visualizations of KPIs focused on Firm Health, Partner Performance, Staff Metrics, AR & Profitability, Project Status & Resourcing and Marketing.
Custom Dashboards & Reports
Since most firms don’t have the time or skillset to create their own custom dashboards, the Wolters Kluwer Professional & Client Services team can create custom dashboards for you. This service is helpful for firms that want dashboards other than the 6 templates provided in Data Insights. Custom dashboards can be created based on your preferences, in almost any platform, including Microsoft Power BI or Tableau. Learn More
Power BI Training
Data Analytics skills are in high demand, and Microsoft Power BI is a leading solution. For firms that want to build their own dashboards and be able to customize them as needed, Power BI training can help them learn the skills necessary. The Introduction to Power BI web-based training uses Wolters Kluwer product-oriented datasets in guided steps to help firms learn the fundamentals of Power BI. An additional Power BI Workshop provides specialized assistance for firms that want a consultant to help them create custom reports/ data visualizations. Learn More
Improve Operations and Increase Accountability
“One of the big things that we’re hoping to do is to make this part of our fabric. We’re doing the dashboards internally right now and our hope is to also start doing these for clients. It’s going to be everything we eat, sleep and breathe.”
- Pam Metzger, CMO, Porte Brown
Watch the Webinar: New Strategies for Data Analytics and Business Intelligence with Pam Metzger.
Watch on CPA Practice AdvisorAccounting Today
Top New Product for 2018
Data Axcess “recognizes the value of free-flowing data,” according to Accounting Today, which named the CCH Axcess Data Axcess APIs and Data Axcess Utility the top new Data Tool for 2018.
Top New Products
Talk to a Representative
CCH Axcess Data Axcess Solutions helps firms gather business intelligence and develop insights that drive change in the firm.