CCH iFirm Customer Case Study | RCB Advisors

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class="component-content"> <h6 class="language-selector-modal__country-name">France</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/fr-fr" data-variantfieldname="Link">French</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Germany</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/de-de" data-variantfieldname="Link">German</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Hungary</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/hu-hu" data-variantfieldname="Link">Hungarian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Italy</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/it-it" data-variantfieldname="Link">Italian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Netherlands</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/nl-nl" data-variantfieldname="Link">Dutch</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Norway</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/nb-no" data-variantfieldname="Link">Norwegian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Poland</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/pl-pl" data-variantfieldname="Link">Polish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Portugal</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/pt-pt" data-variantfieldname="Link">Portuguese</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Romania</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/ro-ro" data-variantfieldname="Link">Romanian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Slovakia</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/sk-sk" data-variantfieldname="Link">Slovak</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Spain</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/es-es" data-variantfieldname="Link">Spanish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Sweden</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/sv-se" data-variantfieldname="Link">Swedish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">United Kingdom</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-gb" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> </div> </div> </div> <div class="tab"> <div class="row"> <div class="row component column-splitter"> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Australia</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-au" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Current Page:</span> <ul> <li> <div class="field-link"> <a href="/en-au/expert-insights/case-study-rcb-advisors" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">China</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="https://www.wolterskluwer.cn" data-variantfieldname="Link" target="_blank">Simplified Chinese</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Hong Kong</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-hk" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">India</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-in" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Japan</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/ja-jp" data-variantfieldname="Link">Japanese</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Malaysia</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-my" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Current Page:</span> <ul> <li> <div class="field-link"> <a href="/en-my/expert-insights/case-study-rcb-advisors" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">New Zealand</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-nz" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Current Page:</span> <ul> <li> <div class="field-link"> <a href="/en-nz/expert-insights/case-study-rcb-advisors" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Philippines</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-ph" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Current Page:</span> <ul> <li> <div class="field-link"> <a href="/en-ph/expert-insights/case-study-rcb-advisors" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Singapore</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-sg" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Current 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data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Thailand</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/th-th" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Current Page:</span> <ul> <li> <div class="field-link"> <a href="/th-th/expert-insights/case-study-rcb-advisors" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Vietnam</h6> <div 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class="breadcrumb-navigation__item home"> <span class="breadcrumb-navigation__link">CCH iFirm enables improved workflow management for RCB Advis...</span> </li> </ol> </nav> </div> </div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div class="row"></div> </div> </div> </div></div></div> </div> </header>   <main> <div id="content" class="container"> <div class="row"> <div class="row"><div class="component article-header col-12"> <div class="component-content"> <div class="image field-image"><image width="3840" height="960" alt="Successful collaborations" src="https://assets.contenthub.wolterskluwer.com/api/public/content/776101-successful-collaborations-d7474f18af?v=e9db7788" stylelabs-content-id="776101" stylelabs-content-type="Image" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/776101/thumbnail" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/776101-successful-collaborations-d7474f18af?v=e9db7788&t=w539l 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no-padding"><div class="eyebrow"><span class="interest-area field-name">Tax & Accounting</span><span class="date field-editorial-publish-date">Tháng Sáu 26, 2024</span></div><h1 class="title field-title">CCH iFirm enables improved workflow management for RCB Advisors</h1><div class="author-section"></div></div></div> </div> </div> <div class="row component column-splitter"> <div class="col-12 col-md-8 col-lg-1 sticky-wrapper"> <div class="row"> <div class="component social-share vertical col-12"> <div class="component-content"> <div class="share-sticky"><div class="share-wrapper"><div class="share-btn share-btn-linkedin" aria-label="Share on Linkedin"></div><div class="share-btn share-btn-twitter" aria-label=" Share on Twitter"></div><div class="share-btn share-btn-facebook" aria-label="Share on Facebook"></div><div class="share-btn share-btn-mail" aria-label="Share with Mail"></div><div class="share-btn share-btn-print" aria-label="Print"></div><div class="share-btn share-btn-link" aria-label="Copy Link"></div></div></div> </div> </div> </div> </div> <div class="col-12 col-md-8 col-lg-6"> <div class="row"> <div class="component row-splitter"> <div class="container-fluid"> <div > <div class="row"> <div class="component rich-text article-text"> <div class="component-content"> <h3>RCB Advisors is a boutique accounting firm which prides itself on a customer-centric approach, with the aim of helping their clients achieve their financial goals and objectives. Since 2016, the firm has embraced CCH iFirm cloud solutions, and now also subscribes to the CCH iKnowConnect tax research platform.<br /></h3> <hr /> </div> </div> <div class="component wk-container col-12 indent-bottom alternate-background"> <div class="component-content"> <div class="row"> <div class="row component column-splitter"> <div class="col-12 col-md-3 indent-bottom"> <div class="row"></div> </div> <div class="col-12 col-md-6 indent-bottom"> <div class="row"> <div class="component image file-type-icon-media-link col-12 indent-bottom"> <div class="component-content"> <a title="image" href="#"><image width="511" height="204" alt="RCB Advisors Logo" src="https://assets.contenthub.wolterskluwer.com/api/public/content/2359928-rcb-advisors-logo-3a8fbf1afe?v=7ad449dd" stylelabs-content-id="2359928" stylelabs-content-type="Image" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/2359928/thumbnail" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/2359928-rcb-advisors-logo-3a8fbf1afe?v=7ad449dd&t=w507l 507w,https://assets.contenthub.wolterskluwer.com/api/public/content/2359928-rcb-advisors-logo-3a8fbf1afe?v=7ad449dd&t=w628l 628w,https://assets.contenthub.wolterskluwer.com/api/public/content/2359928-rcb-advisors-logo-3a8fbf1afe?v=7ad449dd&t=w634l 634w,https://assets.contenthub.wolterskluwer.com/api/public/content/2359928-rcb-advisors-logo-3a8fbf1afe?v=7ad449dd&t=w735l 735w,https://assets.contenthub.wolterskluwer.com/api/public/content/2359928-rcb-advisors-logo-3a8fbf1afe?v=7ad449dd&t=w768l 768w" loading="lazy" data-variantitemid="{59D6F729-33C9-4FF7-87E7-F79BF9FF836B}" sizes="(max-width:539px)507px,(max-width:767px)735px,(max-width:991px)634px,(max-width:1199px)628px,(max-width:1440px)768px,768px" format="" data-variantfieldname="Image"></image></a> </div> </div> </div> </div> <div class="col-12 col-md-3 indent-bottom"> <div class="row"></div> </div> </div> <div class="row component column-splitter"> <div class="col-12 col-md-6"> <div class="row"> <div class="component rich-text article-text"> <div class="component-content"> <h3> Company Details</h3> <p>Name: RCB Advisors<br /> Web: <a href="https://www.rcbadvisors.com.au/" target="_blank">www.rcbadvisors.com.au</a><br /> Size: 2 Partners</p> <h3> Solutions</h3> <ul> <li><a href="/vi-vn/solutions/cch-ifirm-apac">CCH iFirm</a></li> <li><a href="/vi-vn/solutions/cch-iknowconnect">CCH iKnowConnect</a></li> </ul> </div> </div> </div> </div> <div class="col-12 col-md-6"> <div class="row"> <div class="component rich-text article-text"> <div class="component-content"> <h3>Benefits</h3> <ul> <li>Improved workflow management</li> <li>Enhanced client communication</li> <li>Getting all critical solutions in the one platform</li> <li>Provides a secure cloud-based platform</li> </ul> </div> </div> </div> </div> </div></div> </div> </div> <div class="component pullquote indent-top"> <div class="component-content"> <div class="pullquote-content"><div class="pullquote-quote field-quote">CCH iFirm offers a very good solution to the accounting profession ‘under one roof’. It is well supported by their teams, and they are committed to ongoing development and improvement of their products based on their customer’s needs.</div><div class="pullquote-author field-author">Rajesh Chawla, Director, RCB Advisors</div></div> </div> </div> <div class="component rich-text article-text col-12"> <div class="component-content"> <h2>All the solutions we need under the one roof</h2> <p>In setting up a new practice back in 2016, RCB Advisors Director Rajesh Chawla and team undertook an evaluation of various accounting software platforms to decide which would suit the needs of their new firm.</p> </div> </div> <div class="component pullquote col-12"> <div class="component-content"> <div class="pullquote-content"><div class="pullquote-quote field-quote">At the time, we evaluated various platforms including MYOB, Xero and APS. In the end we found CCH iFirm to be the most robust and trustable solution for a new firm of our size.</div><div class="pullquote-author field-author">Rajesh Chawla, Director, RCB Advisors</div></div> </div> </div> <div class="component rich-text article-text col-12"> <div class="component-content"> <p>“We were looking for a secure and robust platform that provided all our needs including Practice Management, Accounting, Tax, with alignment to our cloud-based document management system we had selected for our firm etc. Our account management team was instrumental in helping us onboard and get off to a great start as well.”</p> <h2>Improving workflows and client communications</h2> <p>Over the years, RCB Advisors has adopted further CCH iFirm modules including Practice Manager, Client Accounting, Tax, Client Portal and Signatures.</p> <p>“CCH iFirm has enabled us to better manage our workflow, tax compliance and documents. Our client communication also improved once we adopted the integrated CCH iFirm Client Portal and Signatures modules,” Rajesh said.</p> <p>The firm has also been closely involved in beta programs and co-design initiatives to help enhance and evolve the products based on customer needs.</p> </div> </div> <div class="component pullquote col-12"> <div class="component-content"> <div class="pullquote-content"><div class="pullquote-quote field-quote">We have worked closely in testing the solutions and product improvements over the years, and this has been fantastic. We look forward to continuing to work closely with the CCH team and we are excited about our role on this front.</div><div class="pullquote-author field-author">Rajesh Chawla, Director, RCB Advisors</div></div> </div> </div> <div class="component rich-text article-text col-12"> <div class="component-content"> <h2>Client-centric and quality driven</h2> <p>For Rajesh and team, having quality tools and systems is critical to being able to deliver quality service and support to their clients.</p> <p>“As we are a small business, who is very client centric and quality driven, it is imperative we have the right people and tools. When providing advisory services, where clients expect a proactive, timely and quality service, quality people and tools become essential,” said Rajesh.</p> </div> </div> <div class="component pullquote col-12"> <div class="component-content"> <div class="pullquote-content"><div class="pullquote-quote field-quote">It is important to us to build strong relationships with our clients, staff and suppliers to support our firm’s growth and ability to deliver a service that is timely, proactive and effective to our clients. CCH solutions have been extremely useful to us in this and as such, I have always recommended CCH solutions to my peers and will continue to do so.</div><div class="pullquote-author field-author">Rajesh Chawla, Director, RCB Advisors</div></div> </div> </div> <div class="component rich-text article-text col-12"> <div class="component-content"> <p>“CCH iFirm offers a very good solution to the accounting profession ‘under one roof’. It is well supported by their teams, and they are committed to ongoing development and improvement of their products based on their customer’s needs,” he said.</p> </div> </div> <div class="component productpromo medium-gray-bg col-12"> <div class="component-content"> <div class="product-wrapper"><h4 class="productpromo-name field-name">CCH iFirm</h4><div class="productpromo-description field-description">Looking for a full-cloud solution to better run your firm, and make compliance work more efficient?</div><div class="productpromo-link field-link"><a data-variantfieldname="Link" data-dm-wk="productpromotion.button" href="/vi-vn/solutions/cch-ifirm-apac" data-variantitemid="{6D38C077-F2D0-42D6-AE12-4714ADD521F2}">Learn more about the CCH iFirm difference</a></div></div><div class="details-wrapper"><div class="productpromo-cta-wrapper"></div></div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div class="row"></div> </div> </div> <div class="container-fluid"> 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