1. If the firm prioritizes adopting a best-of-breed practice management and portal stack first and plans to pair separate compliance tools, an integrated suite may appear restrictive and increase future switching costs.
2. If procurement requires product-specific SOC 2, ISO 27001, or equivalent compliance documentation to be publicly available, the Starter Pack lacked publicly documented certifications on the product pages reviewed; consider vendors that publish a trust center and downloadable compliance packs.
3. If the firm is highly sensitive to downtime and requires detailed platform-level resilience evidence, historic incidents affecting other CCH cloud products suggest requesting platform-specific SLAs, incident postmortems, and evidence of operational remediation.
4. If transparent self-service pricing is a strict requirement, consider vendors that publish clear accountant pricing tables.