“No new software. No disruption.” is the promise on our product pages. This page answers the question that follows it: what do we actually need from you, who has to be involved, and what changes on your end?
Read access to your CCH Practice or Practice CS environment, so dashboards can be built using Power BI’s own connectivity. We don’t install anything in your practice management system, and we don’t take a copy of your data to build the reporting.
Your first CCH Workflow data export, submitted once through our authenticated customer portal. Every export after that follows the same path — there is no ongoing connection into your CCH Workflow environment.
The company, contact, billing, and licensing information you provide through our onboarding process — the same information used to activate your account and licensed products.
Typically one person — whoever administers CCH Practice, Practice CS, or CCH Workflow at your firm — is needed to grant read access or provide the first export. That is the extent of the IT lift. Once dashboards are connected, no one on your staff needs to do anything to keep them current; there is no recurring export, upload, or manual step on your side.
How quickly that first step happens is mostly up to how quickly your firm can provide access or that first export — there isn’t a fixed calendar promise we can make independent of that. Ask us for a specific timeline for your environment when you book a demo.
For FirmMetrics: nothing. We read your data through Power BI’s native connectivity to CCH Practice or Practice CS. Nothing is installed, and your practice management system operates exactly as it did before.
For WorkSight Metrics: nothing in CCH Workflow itself. Your CCH Workflow install is untouched — data reaches us because your firm exports and uploads it through the portal, not because we connect into your environment.
Dashboards refresh automatically on your data — there is no recurring manual export or spreadsheet work for your team. Your users sign in to the portal to view them, protected by multi-factor authentication on every account.
For the fuller picture of what happens to your data along the way — access controls, where it’s stored, and who at AccountingTek BI can reach it — see Security & Data Handling.