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featuring d.a.u. monitoring solution - FREE trial AVAILBLE (*)   

If your firm does not use DAU, click here to see other solutions we have for CCH Axcess

Are you struggling with CCH data axcess utility (DAU)**?

Despite incredible potential, the DAU may not be always reliable...

Well, what if nobody tells your users when database fails to execute? Or worse, when it runs successfully but data is still incomplete or inaccurate.

The investigation takes a long time, requiring your IT or service provider to check the DAU log manually. Most of the time, a ticket must be submitted and you will wait for CCH Support to check, which may take many hours or days, and all of that back and forth, while users are left frustrated wondering what’s going on.

Introducing our
DAU Monitoring Solution

From almost 10 years of working with CCH DAU, CCH Axcess and Microsoft RPA/Power BI

Our RPA will notify users about the latest status of the DAU via email and/or a widget that can be added to any of the existing or new Power BI Reports so all report users are well informed. Is the data accurate compared to the live CCH Axcess Practice reports? Never leave users hanging with frustration again!

Replacing frustrations
with timely notifications

Our RPA automatically compares certain figures between the DAU database and CCH Axcess at the client level, so the disrepancies are narrowed down so you can find out the patterns and quickly investigate the issue, if needed.

If data is missing, our RPA will tell you exactly where to find the missing pieces

Our RPA is good at not only reporting the issues, but also resolving them. Most often time, DAU data issue can be resolved by doing a FULL refresh. The RPA will automatically refresh the table having issues, wait for it, and validate the result again. You'll be notified when it's all done.

Our RPA will automatically force refresh certain tables and validate the data again

With the DAU under control, you can now proceed with your innovation initiatives

We've built hundreds of Dashboards and Automations for firms running CCH Axcess, just like you. Got an idea to challenge us? Don't hesitate to reach out!
Quick overview of all common KPI to manage your firm's operations, specifically: WIP, Billing and AR for current year vs. prior year, broken down by department, Line of Business, Primary Services, Primary Partners, etc... Faciliate your strategy discussion for the next year or quarter
Firm KPI Analysis Dashboard
Identify staff missing or unexpectedly exceeding weekly time entry goals to catch missing/incorrect time entries from early on, prevent missed/incorrect revenues, improve accuracy of WIP data for billing and staff evaluation purpose, save time on administrative processes

Time Entry Reminder Automations
Analyze your firm's configuration of CCH Axcess Practice and Workstream to identify opportunities to optimize the config. Common issues includes are: dormant active clients/staff/projects, inconsistent use of Line of Business/Primary Service Types/Business Units/Offices/Departments, etc...
Configuration Analysis Report
Support data cleansing effort to bulk update/create client/staff/project data in bulk, ensuring consistent data for operational reports or client relationship management. Support migration initiatives from Axcess to Axcess or between Axcess and another system.
Migrate or mass update client/staff/project
Monitor Project Assignments to track workload and resource viability, prevent projects from going over budget or datelines, prevent overloading the staff/managers, catch time entries booked to the wrong projects, etc...
Project Assignment w Budget vs. Actual
Seamlessly sync CCH Axcess's Client/Project/Invoice data to Accounting System such as Quickbooks Online, leveraging financial reporting capability of Accounting system while keeping the Time Entry/Billing/Payment within Axcess.

Syncing data to Accounting System

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Harness the power of
CCH Axcess with DAU now

TERMS & CONDITIONS

- The solution is only available for firms that have already purchased CCH Axcess Practice with Data Axcess Utility.
- The solution will run on a machine on your network. The machine must have Microsoft Excel and Microsoft Power Automate Desktop installed, and has at least the read-only access to the DAU SQL database 
- The solution requires a valid CCH Axcess account with Axcess Practice license and permission to run Axcess Practice Reports.
- We don't store any credentials nor data during or after the installation. The solution will operate completely on your premise.

* DAU Monitoring Solution requirements

** Disclaimer

- CCH Axcess™ and Data Axcess Utility are trademarked products of CCH Inc.
- We are not affiliated with or endorsed by CCH Inc.
- For more details about Data Axcess Utility, please refer to CCH's official website.

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