Advance Your Business with a More Efficient Workflow
Conduct your workflow with software designed to work in perfect harmony. With most ProSystem fx® solutions now available in the cloud,
ProSystem fx frees your firm from cumbersome, outdated processes in the office, at home and on the road. Eliminate the need to manage
technology on premise and enjoy more time and resources to focus on profitable tasks. Fluid, elegant and intuitive, ProSystem fx is the software
you need to advance your business.
Discover an end-to-end workflow from CCH.
Select one of the workflow icons to read more about how ProSystem fx® Suite can help advance your business with a more efficient tax workflow.
For more testimonials, visit the Customer’s Voice in the CCH Community.
Source Documents
Professional staff time is at a premium. With ProSystem fx® Scan and AutoFlow Technology™, you can scan source documents with minimal administrative support, and quickly and easily enhance your scanned images, making them easier to read. ProSystem fx Scan takes scanned source documents and automatically compiles them into an organized, bookmarked PDF. Then AutoFlow Technology extracts the client data needed for a return and imports it directly to ProSystem fx® Tax. This fast and easy process can save up to 30 minutes per return!
Prepare Tax Return
ProSystem fx Tax offers thousands of automatically calculating forms and schedules for federal, state, county and city, which speeds you through the return process as data is shared across documents. If you come across a question or get stuck when working on a return, guidance and answers are literally at your fingertips.
Project Tracking
ProSystem fx Tax integrates with ProSystem fx Workstream for effortless project tracking that includes project templates for ease of setup, “my views” for the administration of project lists, easy import of government forms, a dashboard for notifications and project assignments, and both standard and custom reporting.
Manage Time and Projects
Along the way, keep accurate track of billable employee hours with ProSystem fx Practice. Using the latest cloud technology, Practice allows your employees to easily self-manage their projects and time. You’ll increase billable hours across the board by placing time-tracking in your employee’s hands with the Time Capture and Clock tools. Making this solution even stronger, seamless integration with ProSystem fx Workstream allows you to track inefficiencies and productivity.
Document Management
Once the return is complete, don’t make the mistake of printing it out and filing it away in a cabinet. Use ProSystem fx Document to store, manage and retrieve client documents with ease. ProSystem fx Document manages the full range of documents found in an accounting practice — from tax returns to client correspondence, employee records and email — reducing the costs associated with creating and storing paper documents. By having all your documents in one central, searchable repository, you’ll be ready to deliver better client service by minimizing time spent searching for binders or pieces of paper.
Client Collaboration
Many of your clients expect to access their document electronically, and you can offer that service securely with ProSystem fx Portal, a secure digital storage space. ProSystem fx Portal tightly integrates with ProSystem fx Document to help you provide the highest level of customer service. You can access and send a client file literally within minutes of the request.
Manage Firm Knowledge
During the workday, questions come up. But repeatedly having to answer the same questions can cause interruptions to your workflow. Avoid the distraction by placing all of your firm’s knowledge in a central, searchable database — CCH KnowledgeConnect — that will allow employees to look up the answers to common questions quickly and easily. A single location for your firm’s unique knowledge ensures that critical know-how stays in the organization even after employees leave.
Clients and CPAs
As your strategic partner, CCH spends thousands of hours every year listening to customer feedback and identifying your business needs, opportunities and challenges. As your partner, we’re here to help you serve your clients best. We do that by making sure you have intelligent solutions that make you more productive and effective.
The ProSystem fx Suite
To help meet growing demands for a mobile workforce, most ProSystem fx products are offered as Software as a Service (SaaS) solutions. Our cloud-based applications are provided online from a central server, so your firm doesn’t need to invest in additional hardware or IT resources. Cloud computing helps you save money up front, and save on maintenance later. Updates and enhancements are delivered faster. And as your business needs change, your software can scale up more easily to meet them — so you enjoy
Best in Process™ performance for years to come.
All of our SaaS solutions work together, giving you a shorter learning curve and seamless workflow. Thanks to a Common Client Database, you can manage your most vital client, firm and staff data in one place. And when you update client information, you only do it once — not once per application — so you work faster and with less chance of error.
See the ProSystem fx Suite in action:
Register for a live web demo.
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