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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Effectively Manage Your Firm with a Full-Featured On-Premise Practice Management System
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
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.
Specialty Services: Embrace Change without the Hassle
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.
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