The Partner's Partner
Designed and built for partners by a partner, TrueView integrates with your instance of CCH iFirm® to deliver concise, dynamic information that empowers you to understand and guide your business like never before.
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CCH iFirm® is an excellent tool for allocating workflow, entering staff time & billing data and preparing client invoices. TrueView compounds existing value by leveraging the data stored in CCH iFirm® into a dynamic reporting solution.
Why You'll Want It
Make better-informed decisions for your firm
Your decisions are only as good as the data they're based on. That's why TrueView goes beyond data-sorting to provide micro- and macro-level critical insights that are impossible - or require too much time - with CCH iFirm® alone. Get to the bottom of write-offs. Identify billing opportunities. Assess staff performance. Maximize WIP conversion. Uncover the operational truths in your data that will help you strategize, adapt, and outperform competitors for your most successful years yet.
Get the information you need the moment you need it
What's the business cost of relying on stale information? With near-time, dynamically filterable reports only a click away, that's one of many calculations you won't have to worry about. So don't wait till month-end to assess and update your strategy. Hold partner meetings at any time, accurately identify and solve issues before they spread, and pivot your staff's efforts to where they're needed. At your firm, speed and accuracy will be mutually inclusive.
Focus your time on more important things
Missing out on new client work because you're fighting with your data? Or neglecting a potentially insightful analysis because your time is better spent elsewhere? Bottom line is some things only partners should do, and report-building is not one of them. TrueView eliminates the opportunity cost by automatically doing the work for you. And it populates into Excel - so no setup, no training, no headache. Just time back in your schedule, so you can get back to the valuable work only you can do.
Keep your firm's confidential info in your hands only
We get it, you can't delegate highly confidential operational data to your staff. But you're too valuable to spend your time analyzing and creating reports. That's why TrueView is your partner when you need it - you can trust that you'll get the highest quality insights, and that your data will stay private and protected, backed up with Microsoft's world class security.
How it Works
Suite of Available Reports
See your firm as never before with our set of prebuilt reporting options. Firm-level time and production metrics including hours, billings, cost, and margin to name a few. Effectively manage billings and collections with our WIP and receivable snapshot, or analyze job days to review engagement durations between key milestones.
Dynamic Filtering
Leave your static reports behind and watch TrueView bring your operational reporting to life with dynamic filtering. Slice and dice your data across multiple dimensions with a few simple clicks and see the report instantly adapt to your selections.
Near Time Reporting
Connect directly to CCH iFirm® for automatic refreshes of your data. There’s no need to manually export anything or worry whether you’re working with the most recent data.
Microsoft Power Platform
TrueView uses Power BI to deliver game changing insights. This means that your data is available to whomever you permit and no one you don’t. Prefer Excel over Power BI? Connect TrueView directly to Excel and enjoy the same near time reporting experience in a familiar application.
Disclaimer:
CCH iFirm® is a registered trademark of CCH Incorporated, used with the permission of CCH. CCH is not affiliated with Torch Light Data, furthermore, TrueView is not endorsed, promoted, certified, sponsored or otherwise supported by CCH.
See TrueView in Action
Can a tool that automates the drudgework of a time & billing software really revolutionize your business? If we hadn't built it, we might not believe it ourselves.
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Request your live demo with our team today. You might just decide it's (almost) as invaluable to your firm as you are.