CCH Axcess vs. Redtail CRM

If you have a pro that uses the software then you should be fine. If you are using the software and need any support from THEIR customer support people or dedicated rep, be prepared to be frustrated! Horrible Customer Service but it is due to Wolters Kluwer not caring and purchasing various tax products but not having the ethics to make sure they are properly trained or overwhelmed

It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.

Incentivized

• CCH Document - It's cloud based. The program is user-friendly and easily customizable.
• CCH Tax - Relatively easy system navigation. It satisfies all our tax return filing needs.

Incentivized

• Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
• Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
• Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.

Incentivized

• Billing issues.
• Customer service.
• Deceptive information provided when placing order. Then turn around and said that’s not right.
• Ability to listen to customers.
• Sales rep doesn’t know what client ordered.
• Reps who don’t care.

• I would like to see the ability to push annuity business into Redtail like brokerage accounts.
• I would like to be able to attach documents to specific notes instead of just contacts in general.
• Those are the only two cons that I have.

Incentivized

Was good and still is good. Seems like when a company acquires another they try to squeeze out more profit and forget what made them successful in the first place. Reducing staff and support seems inevitable, even though the number of users has increased significantly over the past 10 years

Incentivized

CCH Axcess was very comparable to Thomson Reuters. They are both large companies in their fields and have similar resources. We ultimately went with Thomson Reuters because we bundled with their other softwares for a better price and it makes sense to be with one company to deal with one customer support line.

Incentivized

Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.

Incentivized

• Redtail makes it easy to log customer interactions for compliance related fields.
• With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
• The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!

Incentivized