Ravical &
CCH Practice Management
CCH holds the client records, billing history, workflow status, and document archive that define how your firm operates. Ravical connects directly to that data and puts it to work surfacing client information and advisory opportunities across your client base, preparing work against the right context, and ensuring nothing in your practice falls through the gap between compliance and advice.
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The practice management system at the centre of most UK accounting firms
CCH Practice Management (part of Wolters Kluwer's CCH Central suite) is the operational backbone of UK full-service accounting firms. It manages client records, time recording, WIP, billing, document management, and tax filing in one system and has been the standard for UK practices for decades. Most firms run their entire client lifecycle through it, from first engagement to annual filings.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
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CCH Practice Management
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01
Ravical reads your CCH data to find the advisory work your practice is already positioned to do
CCH Practice Management holds years of client history: billing patterns, service profiles, engagement timelines, and relationship structures. Ravical connects to that data and reads it continuously identifying which clients are due a conversation, which relationships carry untapped advisory potential, and where your firm is leaving value on the table. No manual review. No spreadsheet exports. The practice data does the work.
Client portfolio monitoring | Ravical understands your CCH client records from lifecycle events, filing deadlines, and engagement gaps that signal an advisory conversation worth having
Billing and service history as signal | Years of time recording and WIP data in CCH reveal which clients are underserved and where the firm has capacity to add scope
Relationship structure as context | CCH's director associations, group structures, and contact links give Ravical the full picture of who sits behind each client and what matters to them
02
CCH runs the compliance engine. Ravical activates the advisory layer on top of it.
Most CCH practices have a gap between the compliance work that runs through the system and the advisory conversations that should follow from it. Ravical closes that gap. When a filing period ends, a client's profile shifts, or a deadline approaches, Ravical uses the data already in CCH to prepare the right work at the right moment in the engagement cycle.
Compliance-to-advisory handoff | Completed filings and closed periods in CCH automatically trigger Ravical to identify adjacent advisory conversations worth having with the same client
Practice-wide coverage | Ravical monitors the entire client base in CCH not just the top 20 accounts so every relationship is actively managed for advisory potential regardless of client size
Partner-ready preparation | When an opportunity is identified, Ravical prepares the work to partner-review standard using CCH context, so advisors spend time on the conversation, not the research
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