Accounting Today Names CCH ProSystem fx Client Intelligence Top New Business Intelligence Solution

CCH Also Recognized for Leading Mobile Solutions and International Tax Information

(RIVERWOODS, ILL., March 11, 2013) – CCH ProSystem fx® Client Intelligence, a powerful cloud-based client analysis platform that enables CPA firms to constantly monitor their client’s financial data, has been awarded Accounting Today’s “2013 Top New Product” for Business Intelligence. CCH, a Wolters Kluwer business is a leading global provider of tax, accounting and audit information, software and services (

Accounting Today says ProSystem fx Client Intelligence is a “powerful ally” to professionals in providing clients with better insights about their own business and their competitive landscape for retaining business and prospecting.

“We’re thrilled that ProSystem fx Client Intelligence has been recognized by Accounting Today as the leading solution for business intelligence in professional accounting firms,” said Mike Ritchie, CCH Director of Product Management for Accounting, Audit & Workflow Solutions. “Client Intelligence allows professionals to perform extensive analysis of their clients’ financial data in a way they’ve never been able to before, providing them with a competitive edge to capture, retain and advance business.”

About ProSystem fx Client Intelligence

ProSystem fx Client Intelligence is a powerful client analysis platform that allows a CPA firm to gain in-depth insight into their clients’ financial condition, trends and industry benchmarks, adding value to firm/client relationships. Client Intelligence not only provides insight into current and potential client financial issues, but can also serve as a marketing tool to demonstrate expertise and value.

Through a partnership with financial and business software provider iLumen, Client Intelligence creates a firm-wide client business intelligence system that is fully integrated with CCH’s ProSystem fx® Engagement. Data is seamlessly extracted from Engagement into a web-based analytics platform that enables special solution features that help firms differentiate themselves from competitors. ProSystem fx Client Intelligence:

  • Automatically generates analytical and graphical presentations to share with clients and prospects;
  • Prepares client dashboards for monitoring key performance trends and a client’s overall business health;
  • Customizes trend reports and analytical presentations for a client’s specific industry;
  • Prepares customized industry analysis and comparative benchmark reports for determining how clients stack-up to peers or other clients of the firm; and
  • Provides value-added deliverables to differentiate audit and advisory presentations.

CCH Mobile Solutions Recognized

CCH’s leadership in delivering mobile solutions that allow professionals to work anytime and anywhere was also recognized by Accounting Today, which awarded ProSystem fx® Mobile and CCH Mobile™ Honorable Mentions for Top New Mobile Products. ProSystem fx Mobile provides professionals with the ability to manage work on the go, accessing essential client information, providing answers, viewing important firm documents and easily publishing them to clients’ portals through a mobile device. CCH Mobile allows CCH IntelliConnect® users to quickly access, save and send tax research using smartphones and tablets – enabling professionals the flexibility to see and share information whenever and wherever they want.

Importance of International Tax Highlighted with Global Tax Weekly Recognition

Noting the increasing importance of international tax information and insights, Accounting Today also recognized CCH’s Global Tax Weekly – A Closer Look. This new periodical and e-journal provides up-to-date, insightful analysis of critical international tax developments impacting tax and finance professionals around the world.

For More Information

To learn more about how ProSystem fx Client Intelligence can help professionals better support clients, win over new ones and how it integrates with ProSystem fx Engagement, please call a CCH Sales representative at 1-800-739-9998.

Click on the following links for more information on ProSystem fx Mobile, CCH Mobile and Global Tax Weekly – A Closer Look.

About CCH, a Wolters Kluwer business

CCH, a Wolters Kluwer business ( is the leading global provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The ProSystem fx® Suite, CorpSystem®, CCH® IntelliConnect®, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill. Follow us now on Twitter @CCHMediaHelp. Wolters Kluwer ( is a market-leading global information services company. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.



Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. Wolters Kluwer Tax and Accounting is part of Wolters Kluwer N.V. (AEX: WKL), a global leader in information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance and legal sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2016 annual revenues of €4.3 billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

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