Find out about situations while you can still do something about them, and before they become problems.
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.
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 a report to attach to the alert email leaving admin staff free from manually running and distributing reports, chasing timesheets or checking information.
Monitor workflows and enforce practice procedures, such as sending out an engagement letter within a set timeframe.
Information held in CCH Practice Management can be used to report on WIP, debtor days, billing, timesheets and much more.
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.
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.