The Gap is an AI-powered meeting workspace and education hub that transforms how accounting firms run client meetings. Built for accountants by accountants, every template, every assistant, and every output is grounded in over 20 years of proven advisory practice, not generic automation. You don't need to be ready to transform your practice for advisory. You just need a meeting tomorrow. Most firms aren't documenting their meetings, capturing actions, or tracking follow-ups leading to a vicious cycle of repetitive compliance work, capacity constraints, and little room for advisory and value-add work that grows a practice. The Gap breaks that cycle. The Gap helps your team identify the right service at the right moment, connecting meeting outcomes directly to revenue-generating opportunities. Drawing on a rich history of client context - past conversations, decisions, actions, and outcomes, your team walks into every meeting fully prepared, and leaves with professional outputs direct to the client in an instant. And because advisory doesn't scale when it lives in one person's head, Gap Academy ensures every team member, from new hire to senior partner, has the training, education and support to deliver great client meetings, every time.

Valutico is a valuation platform built for valuation professionals, helping firms complete valuations in over 50% less time while reducing reliance on external advisors and manual processes. Valuation work often involves scattered files, spreadsheets, disconnected databases, and repetitive analysis. Valutico brings everything together in one place, from financial analysis and forecasting to transaction benchmarking, due diligence, valuation, and reporting. Upload financial statements, annual reports, CIMs, presentations, and other deal documents directly into the platform. Our AI helps extract key information, identify relevant comparable companies and transactions, build forecasts, assess risk, and support valuation decisions using data from over 1 million transactions and 50,000+ public companies. Create multiple scenarios, test assumptions, and compare outcomes with ease. When assumptions change, valuations, forecasts, discount rates, multiples, charts, and reports update instantly, removing the need to manually rebuild models and presentations. Valutico also generates fully branded, client-ready reports in minutes, helping teams spend less time formatting and more time advising clients. The result is a faster, more consistent valuation process that gives professionals the confidence to deliver high-quality, defensible work at scale.

Vinyl is the AI meeting assistant built for accounting and bookkeeping firms. It joins your Teams, Zoom, or Google Meet calls automatically, captures the full conversation, and delivers clean summaries, key takeaways, and action items within minutes—so your team can stay present in the meeting and still walk out “done.” What makes Vinyl different: it doesn’t stop at notes. Vinyl connects meeting outcomes to the systems your firm runs on, with practice management integrations like Karbon, FYI, and Xero Practice Manager, so meeting records are organised by client/contact and easier to action without copy-pasting. Vinyl also supports secure sharing, firm branding, and fast search across past meetings—helping teams standardise meeting quality, reduce missed follow-ups, and improve client experience as you scale.

Wolters Kluwer has supported accounting practices of all sizes since 1968. As a trusted software partner, we offer solutions for every stage of your digital journey. CCH Central delivers end-to-end accounting software, while CCH iFirm, including CCH iFirm MTD for Income Tax and CCH iFirm AML, enables you to reimagine your practice in the cloud.

Wolters Kluwer has supported accounting practices of all sizes since 1968. As a trusted software partner, we offer solutions for every stage of your digital journey. CCH Central delivers end-to-end accounting software, while CCH iFirm, including CCH iFirm MTD for Income Tax and CCH iFirm AML, enables you to reimagine your practice in the cloud.