CRM
•
UK
Ravical &
CCH Practice Management
Connect Ravical to CCH Practice Management and ask questions about clients, WIP, billing, relationships, and compliance deadlines in plain language. Instant answers drawn straight from your firm's system of record, no report-building required.
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Wolters Kluwer's practice management platform for UK accounting firms, bringing client, time, billing, relationship, and compliance data into one system of record
CCH Practice Management is Wolters Kluwer's practice management solution for UK accountancy firms, covering client records, time and WIP, billing, relationships, and compliance. Ravical connects to it to give your team a conversational way to retrieve client, billing, WIP, relationship, and compliance answers in seconds, while CCH remains the single source of truth.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
CCH Practice Management
?
01
Ask your CCH data anything. Clients, WIP, billing, relationships, and compliance, answered in conversation
Ravical connects to CCH Practice Management and turns it into a conversational knowledge layer. Search clients by name, code, company registration, or tax reference; pull full client profiles, contacts, and group structures; review unbilled WIP and time entries by assignment, employee, or date; and surface billing history, all without building a single report.
Instant client and WIP lookup | Find any client by name, code, registration, or tax reference, then see profile, contacts, unbilled WIP, and time entries broken down by assignment, employee, and date in seconds
Billing and relationship intelligence | Pull invoice history and bill narratives, and map directors, shareholders, group companies, and responsible partners, with former associations included where needed
Compliance and deadlines at your fingertips | List accounts-production periods, year-ends, and progress status, and calculate upcoming UK filing deadlines automatically using the standard 9-month rule
02
From practice management system of record to instant answers: CCH and Ravical working together
CCH holds the operational truth of your firm. Ravical activates it for everyone who needs an answer, whether partners, managers, or admin teams, without navigating screens or exporting data. It draws on your firm's own CCH practice management data (clients, time, fees, bills, relationships, compliance); it does not touch clients' bookkeeping ledgers in systems like Xero or Sage, which connect separately.
Answers in seconds, not screens | Replace manual lookups and report exports with a plain-language question. WIP positions, billing history, filing deadlines, and client details surface instantly
Cross-client analysis on demand | Scan the entire client base to surface insights, such as every client whose rental or dividend income exceeds a chosen threshold, in a single conversational query
CCH stays your system of record | Ravical surfaces and summarises the data your team needs while CCH remains the single source of truth for every client, bill, and record
