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Wolters Kluwer Tax & Accounting UK and Workbooks Partner for CRM Software for UK Accountancy Practices

LONDON, February 13, 2014 /PRNewswire/ --

CCH Software and integration to provide client relationship management solution for accounting professionals

Wolters Kluwer Tax and Accounting UK has signed a strategic partnership with UK-based CRM vendor, The partnership will see Wolters Kluwer UK's CCH software business integrate the Workbooks CRM and business application into CCH Central, its flagship suite of practice software, to introduce a market-leading client relationship management application to accounting professionals.

Wolters Kluwer Tax & Accounting UK took a decision to select what it considered to be the best available product and integrate it with its own market-leading software. was selected after an extensive evaluation of the CRM market and recommendations from Wolters Kluwer's own customer base.  

Simon Crompton, Wolters Kluwer UK Executive Director responsible for CCH Software, says: "Traditional methods of marketing and networking are too often insufficient to help firms grow when there is strong competition and pressure from clients to keep fees low. Marketing and selling their own services and expertise requires a new level of sophistication, whether they are targeting existing clients or new prospects. Practices need an easy-to-use CRM system that co-ordinates all their marketing activities and removes the need for countless spreadsheets, multiple databases and endless to-do lists.

"The integration of Workbooks and CCH Central will bring a significant benefit to Wolters Kluwer Tax & Accounting UK customers. Practices will no longer have to implement a completely separate CRM solution. They will access Workbooks' capabilities within CCH Central, allowing them to exploit the comprehensive information they hold about their customers to develop new marketing and business development strategies."

The functionality of Workbooks was an important reason for Wolters Kluwer's selection.

Graham Henley, Managing Partner of Shaw Gibbs, a 14-partner practice based in Oxfordshire, originally contacted Wolters Kluwer to see whether Workbooks CRM could be synchronised with CCH Central to deliver a first-rate sales and marketing product for his practice.

Unsurprisingly, CCH Central customer, Shaw Gibbs, will become the first accountancy practice to be a 'CCH CRM powered by' customer.

John Cheney, CEO of, says: "Our strategic partnership with Wolters Kluwer Tax & Accounting UK is a significant move in the professional services marketplace. As Simon Crompton indicates, successful, ambitious professional services firms recognise that they must improve their marketing and new business execution strategies if they are to grow.

"They recognise that the kind of business development systems that work in other industries can be applied to the accountancy sector. The integration of Workbooks with CCH Central will provide users with improved marketing execution and automated business processes, which in turn will deliver accelerated sales growth while reducing operational costs."

Notes to Editors

About Wolters Kluwer and CCH

Wolters Kluwer ( is a market-leading global information services company. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Wolters Kluwer had 2012 annual revenues of €3.6 billion, employs approximately 19,000 people worldwide, and maintains operations across Europe, North America, Asia Pacific and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

CCH, a Wolters Kluwer business (, is the leading global provider of tax, accountancy and audit information, software and services. It has served tax, accountancy and business professionals since 1913. In the UK CCH provides online information, books, software, magazines, professional development and fee protection.

Follow on Twitter: @CCHVoice   @WoltersKluwerUK

About Workbooks ( delivers world-class CRM and business applications to the mid-market, at an affordable price and with functionality that transforms business.

Unlike traditional CRM solutions, extends beyond sales, marketing and customer support to include order management, order fulfilment, invoicing and supplier management. This business functionality is delivered out-of-the-box at a price which is typically 50-70% less than enterprise solutions such as Salesforce, Microsoft Dynamics and Netsuite. For more information visit

Follow on Twitter: @Workbooks

Press contacts:
Kirsty Cornell / Louise Watson
Tel: +44(0)1932-57-88-00


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