Client Data Services Options: New Customers
Choosing a suitable option for your business depends on several factors, including the data that needs to be transferred to your new CCH Central database, available in-house resources, and the time allocated for data management.
Some customers prefer to manually enter client and contact information, helping them learn about their CCH Central database as they go. Others choose to transfer their collected client data using the self-import process via a standard spreadsheet; details are available here.
Customers who use spreadsheets from exported reports have full control over their business data's quality and integrity. The CCH Data Import service offers more record types than the self-import function, including WIP and Debt opening positions if needed. Consultants handle the data transformation and transfer from spreadsheets to the new CCH Central database.
The migration service is available for customers who want to use WK's proven methods for extracting data from a list of competitor systems; see here.
Migrating data is a longer process and requires collaboration between the customer and WK teams, transferring data is often the first stage of your new CCH solution for your business prior to consultation and training.
Data cleansing and verification remain the responsibility of the customer when making business decisions based on the extracted data. For customers who prioritise data quality, Wolters_Kluwer_Tax_Accounting_UK-Client_data_audit_guidance.pdf assists in preparing and addressing data before transferring it to their new CCH database.
Feature | Self Import | CCH Data Import service | CCH Data Migration service |
| Data transfer | Import via a simple spreadsheet directly into the software | Business can collate information from across different sources to populate a single spreadsheet for import. Executed by WK Teams | Extraction of data from original source data is managed by WK Teams |
| Suitable for | Basic client and contact records, individuals and organisations including extra fields | Typically client records exceeding 300 for initial import with additional record types | Customers in need of comprehensive project management for data extraction, transformation, and loading |
| Record creation and quality | Self-managed creation a few records at a time to suit own time and resources | Allows for data quality during compilation – scheduled activities | Data quality and accuracy controlled by customers, fully scheduled project milestones |
| Data services | Not required, full guidance and eLearning available | Import service includes more data records than self-managed client contact import function | Option to extract from multiple sources at additional charge |
| WIP & Debt | Not applicable | Option to include reconstruction of unbilled WIP position | Option to include reconstruction of unbilled WIP position |
| Phased transfer | Self managed as and when required | WIP & Debt can be imported as a separate stage from standing data with an additional charge | WIP & Debt can be migrated as a separate stage from standing data with an additional charge |
As new customers, we anticipate no downtime with your systems. Wolters Kluwer consultants will execute their phases of your project during regular business hours.
Further information on what data is included in our standard conversion projects for standing and practice management data is available in this section.
Customers requesting the import/migration of WIP & Debt as a separate event will be subject to an additional fee.
If your business needs are not listed, please contact your account manager to arrange a scoping session with our teams.