Ensure your projects stay on track and meet deadlines. Workflow features allow you to identify bottlenecks, balance workloads, and provide responsive client service. Practice Management's time and billing software provides all the modules you need for effective firm management. Learn how you too can benefit from:
- Project management
- Billing and invoicing
- Forecasting
Already a customer?
Resources for existing customers
Accounting management software for the modern firm
Project management
Monitor client project due dates including alerts to ensure timely service and delivery to clients. Use budget to actual reports to maintain a close watch on operational efficiencies and ensure capture of every billable minute.
Billing and invoicing
Generate and edit invoices at a glance, track their status, and email invoices to your client when complete — or send paper invoices if you choose.
Forecasting
Anticipate staffing needs and spot bottlenecks before they occur. Provide better client service by ensuring workload is evenly balanced among staff.
Effectively manage your firm with a full-featured on-premise practice management system
Find out how CCH ProSystem fx Practice Management can help your business operate more efficiently.
Recommended CPA firm resources
Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.
3 ways to get the most out of your practice management system
Firm management software can set the tone for a firm's technology culture. The right system can improve everything from client intake, the billing/invoicing process, performance management and succession planning. Learn why modern firms need much more than time tracking and invoice creation.
5 steps to digital transformation
If your firm is paperless, you know the significant benefits that come from improvements like front-end scanning, client portals, auto-populating information into tax returns, and more. Now it’s time to take paperless a step further and work toward true digital transformation.
The agile accountant: Responding to a changing landscape
In this white paper, we're sharing the strategies and resources top firms are using to not only survive but grow and thrive in these unpredictable times.
Contact a Solution Consultant
Additional Resources
Achieve seamless workflow with the CCH ProSystem fx Suite
Maximize productivity and profits with integrated tax and accounting tools. The CCH ProSystem fx Suite improves workflow with integrated solutions including document management, firm management, knowledge management, and client collaboration.
The evolving accountant eBook series
The role of the accountant is changing. It’s clear that the firms that embrace these changes are positioned for the fastest growth. In contrast, firms that battle to maintain the status quo will struggle to stay relevant. The Evolving Accountant eBook series will help you plan and adapt.
Digital tax workflow
A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return to the client and invoicing. Automated tax prep workflow software creates faster processes, which save your staff time while satisfying clients.