Skip to main content
CCH Software User Documentation

CCH Personal Tax: Transformation Consultancy




CCH's Tax Factory is a software solution designed to enhance the efficiency and accuracy of tax-related tasks for accounting practices. It offers several key functions and benefits that optimize processes and improve overall performance. For a comprehensive implementation and transformation of your data using Tax Factory framework, professional consultancy services are available.

Consultancy Duration :  This consultancy consists of multiple sessions determined by your requirements available onsite or online. Each single session will last up to 3 hours online or onsite up to 6 hours. Please contact your Account Manager for further details.

Key Objectives

Transformation Services consultancy is specifically tailored to assist practices in effectively implementing and optimizing Tax Factory within their operations. The number of consultancy sessions required will be determined by the Account Manager in collaboration with the customer.

Consultancy Contents

  • Best Practice Approach: Implementing a "best practice" approach, leveraging suitable software solutions for different needs while maintaining efficiency.

  • Data Sharing and Automation: Establishing efficient data sharing mechanisms using APIs, automating tasks, applying rules, and enhancing security for reduced errors and improved data accuracy.

  • Control and Strategy: Empowering practices to define development strategies, determining shared data, automating batch tasks, aligning with unique needs.

  • Efficiency and Accuracy: Optimizing tax return processing, reducing errors. Guidance on eliminating duplication, streamlining workflows for improved efficiency and accuracy.

  • Batch Processing: Exploring Tax Factory's batch processing, accelerating business speed. Effective execution of tasks, saving time and resources, especially for large data volumes.

Note: Please note your consultant will contact you to agree the final agenda for your requirements. 


  • Attendees should adhere to the consultancy session Guidelines.
  • All attendees should have a good understanding of CCH Central.
  • All attendees should have a good understanding of  CCH Personal Tax
  • All attendees should have a good understanding of personal taxation.
  • Access to  up to date version of CCH Personal Tax.

Who is this consultancy designed for?

CCH Central and CCH Personal Tax users who wish to implement more data sharing and automation. 

Note :  Please note that the specific details and duration of the Transformation Services consultancy, as well as the number of sessions, will be determined by your Account Manager. They will ensure that the consultancy aligns with your specific goals and requirements.

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from



  • Was this article helpful?