CorpSystem® Project Management

In life, there are many things we can’t control, but project management doesn’t have to be one of them. With CorpSystem® Project Management, you’ll stay on top of due dates, easily manage detailed budgets and monitor or coordinate multi-step jobs, such as audits or IT consulting. In no time at all, you’ll be creating projects, tracking project status, and building reports with a click of the button. It’s that easy!

Stay on top of all your projects with Project Management. Contact us today — we’ll get you there.

With Project Management, you can treat your small projects with the same attention to detail as you give your large projects. You can easily consolidate, organize, store and retrieve information, which eliminates the need for multiple databases. Project Management will streamline your processes and save your company so much time, you’ll wonder how you ever got along without it. It lets you:

• Generate standard reports in detail and summary format and create custom reports with the internal Report Writer.
• Define report information and export to other software or save to Adobe® PDF.
• Create and track project status, due dates and extension dates based on company or entity information.
• Initiate projects from an internal forms library or add customized forms such as SEC reporting to your company’s library.
• Choose from up to 250 custom fields for each entity, project or employee and generate user-defined reports on any custom field.
• Simplify due date monitoring with statutory due dates or extension dates within the Tax Forms library.
• Save custom views and share them with other staff members, if needed. You may also restrict them for personal use.
• Configure proactive notifications by email to automatically alert management of pending, completed or missed milestones or budgets. This enables remote monitoring while away from the office.
• Update multiple fields in multiple projects simultaneously.
• Copy projects based on user-defined criteria, including group, assignments or entity.
• Select individual projects or groups of projects for rollover.
• Contact information can be linked with Microsoft® Outlook® and updated as changes are made in Project Management company records.
• Integrate with other products in the CorpSystem® suite of products, including CorpSystem® Tax, CorpSystem® Workpaper Manager and ProSystem fx® Document (for corporations).

Advantage Database Server offers scalable technology.
Project Management provides a state-of-the-art client/server database to ensure high performance and trouble-free operation regardless of your company’s size. Advantage Database Server technology results in:

• Lower bandwidth needs – Increased performance of all your company’s software applications running on the network.
• Enhanced database stability – An event such as a power failure at a workstation will not compromise the integrity of the data on the server, which eliminates the need to rebuild databases.
• Powerful transaction processing – Guards against partial updates when transaction processing is interrupted, which reduces or even eliminates recovery steps.
• Cost-efficiency – Implementing, configuring and maintaining Advantage technology is economical.

Project Management. Contact us today

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.