Bringing in new clients and retention of current clients are two top issues that CPA firms are dealing with today.  How can firms provide the proactive, value-added services that clients are looking for? What “extras” can you bring to meetings with potential clients?  CCH,  a Wolters Kluwer business, is launching a new product this week that may provide an answer.

ProSystem fx^® Client Intelligence is a solution for automating the continual analysis of clients’ business performance. Now, you will have the ability to create a firm-wide business intelligence system focused on client results that will integrate with ProSystem fx^® Engagement.  Through an expanded partnership with financial and business software provider iLumen, ProSystem fx Client Intelligence identifies hidden opportunities for business clients by generating real-time, value-added analysis. Clear, detailed solution reports strengthen communications between firms and clients as well as promote greater collaboration on a wider variety of analytics – boosting retention and solidifying CPAs as trusted advisors.

“ProSystem fx Client Intelligence allows professionals to perform extensive analysis of their client’s financial data in a way they’ve never been able to before, providing a competitive edge for firms to capture, retain and advance business,” said Mike Ritchie, CCH Director of Product Management, Accounting, Audit & Workflow Solutions. “With growing industry trends for specialized client analysis, incorporating iLumen’s financial analytics and business intelligence tools will allow users to gain deeper insight into their client’s business performance – increasing the value of what firms can offer their clients.”

For more information call CCH at 800-739-9998.