Tax
•
UK
Ravical &
CCH Elements
Connect your agentic AI directly to CCH Elements and unlock instant access to client tax data, compliance workflows, and practice management records—powering smarter, data-driven advisory workflows.
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Wolters Kluwer's cloud-based practice management and tax platform for UK accountancy firms
CCH Elements is Wolters Kluwer's cloud-based practice management platform built for UK accountancy firms. It brings together accounts production, corporation tax, personal tax, and practice management workflows in a single connected environment, serving thousands of UK practices. CCH Elements is the compliance infrastructure that underpins most mid-market UK accounting practices — making it a rich source of client tax data, compliance status, and workflow context for Ravical to monitor and act on.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
CCH Elements
?
01
Real-time access to client tax and compliance data, directly in Ravical
Ravical connects to CCH Elements to read client tax returns, compliance deadlines, accounts production data, and practice workflows — giving your AI agents a complete picture of every client's compliance status and enabling proactive advisory at the moments that matter most.
Complete compliance portfolio visibility | Ravical reads CCH Elements data across all clients simultaneously — tax return status, outstanding deadlines, and accounts production stage — giving your team instant advisory context without manual checking.
Lifecycle event detection | Ravical monitors CCH Elements for key milestones — filed returns, approaching deadlines, and workflow status changes — flagging them as advisory triggers before opportunities pass.
Cross-client opportunity ranking | Ravical scans your entire CCH Elements client base to rank and prioritise advisory opportunities, so your team focuses on the conversations that matter most first.
02
Turn compliance workflows into advisory conversations
CCH Elements captures rich compliance data for every client in your practice. Ravical ensures that data is actively working to surface advisory opportunities — not just sitting in a workflow waiting to be actioned.
30–40% more advisory opportunities identified | Continuous monitoring of CCH Elements means Ravical catches the signals between annual reviews — when intervention is still valuable, not after the opportunity has passed.
Full recommendation brief prepared automatically | When Ravical flags an opportunity, it prepares a structured brief with relevant CCH Elements data, client context, and a suggested advisory approach — ready for your advisor to review.
Fast to deploy, easy to scale | Ravical connects to CCH Elements in 2–4 weeks. As your practice grows, Ravical scales automatically — no manual setup required per client.
Experience how it works.
Request a demo.
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