CCH Conversions - Approved data sources for conversion - on premise
Wolters Kluwer offers migration and merge data services by extracting data from your current business systems. Approved competitors for these services are listed below.
Note: If your system is not listed, most systems can export reports to populate a standard Excel template for transformation and import into your new CCH solution. Please discuss options with your account manager.
Standing and Practice Management Data
Further details regarding standard in scope record types are available here Data conversion scope for standard services.pdf
Practice management data - WIP & Debt positions
There are two options for converting WIP and Debt into your system:
- Open transactions, to include unbilled WIP, unpaid bills, and unallocated cash.
- Enables detailed transfer of outstanding WIP transactions to the CCH Suite, maintaining reporting levels by initial entry date, employee, WIP type, and service recorded against, where this level of detail is logged.
- Customers often choose this option when they can transfer detailed records to the new system. This normally takes place after they have completed their month end procedures.
- Open balances only for WIP and Debt as per client.
- Customers can start in the CCH Suite with a top-level outstanding WIP balance for each client when detailed WIP transaction records are unavailable.
When selecting the "go live" date, consider the current end-of-month processes, ensure month end procedures such as, timesheets and billing are completed and finalised.
If WIP and Debt need a separate conversion, additional services will be required to offline the database. This will incur extra charges, including possible out-of-hours fees.
Note: Transactional history of WIP and Debt, are not included.