TD2603. Powering Advisory Growth at Scale: Turning Insight Into Action, presented by Wolters Kluwer (PRA, TCH)

Advisory services represent one of the biggest growth opportunities for accounting firms today, but scaling advisory work consistently requires more than good intentions and spreadsheets. In this session, discover how CCH Axcess Advisor helps firms identify opportunities, structure advisory engagements, and deliver measurable value to clients with confidence.

You’ll see how a connected, data-driven approach enables firms to move from reactive conversations to proactive, repeatable advisory services. Through a live demonstration, we show how the right advisory platform supports growth, consistency, and stronger client relationships without adding operational complexity.

Join us to see how CCH Axcess Advisor can serve as the foundation for building, managing, and scaling advisory services across your firm.

Learning Objectives:

• Identify high-value advisory opportunities using client and firm data.
• Recognize how scalable workflows and consistent delivery models support advisory services.
• Distinguish how technology supports confident advisory conversations that drive client growth and firm profitability.