KPI monitoring
CCH KPI Monitoring
Make informed business decisions with a complete view of your accounting KPIs and metrics, anywhere, anytime.
Minimise risk
Find out about situations while you can still do something about them, and before they become problems.
Easy setup and maintenance
Alerts and business rules are simple to set up and edit. Triggers can come from applications across the CCH Central software suite, including practice management, tax and accounts production.
Distribution lists
Alerts can be sent by email to any number of individuals within, or outside, the practice. Keep up-to-date with what’s happening in, or out of, the office.
Automatically generate reports
Automatically generate a report to attach to the alert email leaving admin staff free from manually running and distributing reports, chasing timesheets or checking information.
Maintain standards
Monitor workflows and enforce practice procedures, such as sending out an engagement letter within a set timeframe.
Works with CCH Practice Management
Information held in CCH Practice Management can be used to report on WIP, debtor days, billing, timesheets and much more.
Works with CCH Personal Tax
CCH KPI Monitoring software can report on tax return status for individual clients or across the client base, compliance deadlines, tax return approval and final submission.
Works with CCH Accounts Production
Used with CCH Accounts Production, you can report on the receipt of client records, the progress of accounts, final approval and other targets and triggers.