Many top CPA firms share a number of positive practice management characteristics, but they also suffer many common challenges as they make the transition to becoming data-driven businesses. These include: Siloed DataBusinesses today run on a collection of on-premise...

We have exciting news to share from the PIVOTL team…our newest product, the CCH Axcess Practice Management Analytics solution is now live! CCH Axcess users can now replace their static system reports with interactive dashboards that give clear, actionable insights...