The first time Daniel Suissa heard about CCH Axcess™ iQ in 2018, he was already impressed by its capabilities. As a managing partner at Heymann, Suissa & Stone, P.C. (HSS), and also the firm’s most tech-savvy member, he thought that investing in the predictive intelligence solution would help him leverage his firm’s data for marketing and proactive service. That investment, which added CCH Axcess iQ to a nearly full suite of CCH Axcess™ solutions, paid off when COVID-19 hit.
Intelligent Marketing with CCH Axcess iQ
As a boutique firm, HSS’s clients expect Suissa and his staff to keep them informed and provide advisory services. In 2020, that included helping them with PPP (Paycheck Protection Program) loan applications and documentation for loan forgiveness, and also keeping on top of a multitude of legislative changes. CCH Axcess iQ gives Suissa instant insights into which changes will impact particular clients. Armed with that knowledge, he can reach out to provide insights and guidance in a way that’s proactive not reactive. “Reactive is the way you lose clients. Proactive is the way you keep them,” he says.
Efficiencies Gained with CCH Axcess Enable High-Value Interactions
Even with the extra work that a longer, more hectic tax season created, Suissa and his staff were able to offer higher-value consultation services to clients — thanks to efficiencies in workflow and project management gained by using the integrated CCH Axcess suite. They also leveraged CCH ProSystem fx Scan with Autoflow Technology, which not only freed up time for more proactive service, but also showed up on the bottom line. “We were working with eight or nine people, but as people have transitioned or quit, we haven’t had a need to replace them because we’re able to increase our topline in the same fashion with fewer people,” Suissa says.
End-to-End Solution Keeps Clients Satisfied
The integrated CCH Axcess suite helps HSS fulfill client requests quickly and securely. They use the mobile version of the software to answer client inquiries on the fly. And to send completed returns securely, they rely on the masking feature in CCH Axcess™ Tax to drag and drop it into an email. This end-to-end solution give HSS an edge in exceeding clients’ expectations. “Our clients pay us at a high boutique rate because they want the type of service where they don’t have to think,” Suissa says. “They like us to take care of things for them.”
To learn more about how Heymann, Suissa & Stone are using CCH Axcess iQ to keep clients informed, read the full case study.
