"The Data Analysis Tool is easy to use and provides us an effective way to compare client information between the tax and practice management applications. It allows us to manage the quality of our client information easily and efficiently."
—Jim Petras, CPA, CITP Skoda Minotti
- Identify duplicate records - Know you're working with the most current version of your client and staff data.
- Identify missing data - Make sure your client and staff data is complete. Although some missing data may not be required in current versions of our software, it may be used in future enhancements.
- Identify mismatched data - Ensure your client and staff data is the same across all of your CCH products.
By identifying duplicate records and missing and mismatched data, you can improve the quality of your CCH client and staff data and ensure your firm's databases are accurate and complete.
How it works
The DAT checks the common client and staff data in your application databases and makes recommendations that you can use to locate missing data, remove duplicates and resolve inconsistencies. It does not modify your data, only analyzes it and produces reports.
Maintaining correct, consistent and complete data is an important best practice for getting the most out of your software. Now that tax season is over, it's the perfect time to make use of this helpful tool. With clear reporting of duplicates and inconsistencies, the DAT simplifies the process for you, saving you time and effort.
Download the Data Analysis Tool
If you have any questions about installing and using the Data Analysis Tool, you can refer to the FAQ, or feel free to contact customer support at 1-800-739-9998.


