Tax
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Global
Ravical &
CCH ProSystem Tax
Connect your agentic AI directly to CCH ProSystem fx Tax and unlock instant access to tax return data, compliance records, and client tax information—powering smarter, data-driven advisory workflows.
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Wolters Kluwer's professional tax preparation platform for UK and international accounting practices
CCH ProSystem Tax is a comprehensive tax preparation platform from Wolters Kluwer, widely used by CPA firms and tax professionals in the US and UK for individual, corporate, and partnership tax returns. It is part of the CCH Axcess suite and integrates with audit, workflow, and document management tools.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
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CCH ProSystem Tax
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01
Identify advisory opportunities from CCH ProSystem tax return data
Ravical reads CCH ProSystem Tax data to surface advisory opportunities from tax return workflows — enabling UK accounting practices to identify planning gaps, business triggers, and advisory needs for every corporate and personal tax client.
Tax return intelligence | Analysis of CCH ProSystem tax return data to identify corporation tax planning, personal tax optimisation, and restructuring opportunities
Year-end advisory triggers | Automatic detection of tax positions in CCH ProSystem that indicate year-end planning, relief optimisation, or business advisory needs
Client profile advisory signals | Identification of business and lifestyle changes within CCH ProSystem client data that signal broader financial planning advisory needs
02
Turn tax preparation into systematic advisory pipeline
Ravical transforms CCH ProSystem Tax data into systematic advisory output — automatically converting tax compliance outputs into advisory recommendations and ensuring every client receives proactive guidance.
Compliance-to-advisory conversion | Automated conversion of CCH ProSystem tax return data into client-specific advisory recommendations and planning briefings
Portfolio-wide advisory coverage | Systematic monitoring of advisory opportunities across all CCH ProSystem-connected clients without additional manual work
Tax advisory at scale | Consistent delivery of proactive tax planning and business advisory to all CCH ProSystem clients regardless of practice size
Experience how it works.
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