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
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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.
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.
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.
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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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.
Recommended CPA firm resources
Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.
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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.
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.
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.