Enhance Firm Workflow Efficiency with On-Premise Practice Management

CCH Prosystem fx Practice Management Intro Image

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. 

  • 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.
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Time and expense entry

Uses an intuitive time-entry screen to encourage on-screen, daily use by employees. Unlimited timers help employees increase their billable time and convenient alerts help them remember to submit their time sheets.
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Billing and invoicing

Gives you the ability to bill by project, review historical transactions, generate on-screen invoices and assign a billing status to every client.
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Accounts receivable

Manage your client balances, including entering payments and adjustments and assessing finance charges. Also allows you to email statements with customizable dunning letters to manage delinquent accounts.
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Project management

Monitors project due dates and budgets, provides reports on budget-to-actual hours and dollars, assigns employees to projects and offers full tax tracking to monitor the flow of tax returns.
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Forecasting

Anticipate staffing needs and spot bottlenecks with new forecasting features. Staff can schedule their own time and view weekly forecasts, and management can ensure workload is evenly balanced among staff.
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Reporting

Reports can be printed, emailed, saved as PDFs and exported to a variety of other formats, including Microsoft® Excel®. Practice Management offers 70 standard reports, and an easy-to-use Report Writer with 50 templates to help you create customized reports for your firm.
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Contact management

Allows you to track clients, contacts, business affiliates, prospects and leads. Helps you analyze your referral and business affiliate relationships to gain new clients, build your business and create marketing materials to better promote your services.
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Mobility

The CCH ProSystem fx Practice Management Mobile Time app helps staff be more efficient by entering time and looking up client information anytime, anywhere. The convenient app is available for iOS® and Android™ devices.
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.
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CCH ProSystem fx Practice Management Mobile Time
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Enter time on the go

The Mobile Time app for CCH® ProSystem fx® Practice Management is intuitive and simple to use, so your staff can capture time and expenses easily from wherever they are. The convenience of mobile entry means hours will be captured more accurately and consistently, improving profitability as well as increasing the efficiency of your billing process. Beyond entering and posting time and expenses, your staff can also search for client contact information so they can easily communicate with their clients or get GPS directions to their next appointment.

Additional Services for Maximum Efficiency

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Integration with the CCH Axcess™ Platform

CCH ProSystem fx Practice Management can also be integrated with the CCH Axcess platform. When you use the one-way push to load client information into the CCH Axcess common client database, you can enjoy the benefits of a cloud-based tax workflow while reducing the need for redundant data entry.

Sync with CCH Axcess
Practice Management Specialty Services

Specialty Services: Embrace Change without the Hassle 

Firms change over time, and sometimes your software needs to change too. But you don’t need to start from scratch. The Wolters Kluwer Specialty Services Team can help make needed changes to your CCH ProSystem fx Practice Management database. Restructure your data, prepare for mergers or acquisitions, or clean up old data. 
Optimize Your System
AR Import Utility
Simplify Your AR process with the AR Import Utility
Let our Professional & Client Services consultants create an AR Payment Import Utility to automatically bring AR payments into your CCH ProSystem fx Practice Management system. Use the AR Payment Import with any Excel file, including bank lock box files, 3rd party online payment sites or manually-keyed spreadsheets. 
Save Time with AR Import


Recommended Reading

3 Ways to Get the Most Out of Your Practice Management System
3 ways to get the most out of your practice management system

Because it touches all parts of your firm, 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. The wrong system can create chaos in your firm. Practice management systems evolved out of basic time and billing software, but modern firms need much more than time tracking and invoice creation. 

Download the eBook
The Agile Accountant White Paper
The Agile Accountant: Responding to a Changing Landscape

White Paper by L. Gary Boomer

Download the White Paper
5 Steps to Digital Transformation
5 Steps to Digital
Transformation

By Arianna Campbell and Amanda Wilkie

Download the White Paper
Overcoming Commoditization ebook
Overcoming Commoditization and Adding Value

The Evolving Accountant Series

Download the eBook

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. 

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Focus on firm operations eNewsletter

Get expert insights delivered directly to your inbox. Our monthly eNewsletter is designed for  Managing Partners, Firm Operations and Firm Administration professionals. Receive eBooks, white papers and webinars loaded with best practices to help your firm succeed.
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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.
Prepare to Adapt

Go Beyond Time and Billing with a Complete Practice Management System

Contact us to learn how CCH ProSystem fx Practice Management can help.

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