'Future Ready' firms are goal of CCH: Execs share vision on trends and challenges faced by CPAs and tax professionals

Firms need to manage valuation of services, increased regulation and staff-client collaboration and connectivity


CCH’s Open Platform is designed to increase productivity and efficiency by allowing select applications to integrate within each other and includes solutions developed by CCH, third-party providers and applications created within a firm or corporation. Client, staff, administrative and security data are among some of the capabilities featured in a single database that is shared across the multiple participating applications. Users have access to an integrated workflow through variety of solutions from different providers.

Among the current technology companies that have partnered with CCH’s platform are Templeton Solutions, New River Innovation, AccountantsWorld, SurePrep, WSG and CharityDeductions.com.

The Thought Leader Symposium started on Sunday afternoon and will wrap up on Tuesday afternoon, with leading technology vendors discussing their plans for future development and growth as it affects practice of tax and public accounting.