ProSystem fx® Workstream

If your workflow process is drifting downstream or, worse yet, hitting bottom, then perhaps it’s time to chart a new course with ProSystem fx Workstream. Part of the first group of ProSystem fx ® products to be offered in an integrated, centralized online platform, this interactive work-tracking tool keeps your projects and processes above water and flowing in the right direction. It monitors due dates, manages all projects and maps processes into pre-defined steps to ensure consistency.

Built on Microsoft® .NET 3.5 Framework, it’s scalable and offers seamless integration across ProSystem fx ® products, as well at third-party applications. Workstream goes beyond meeting your firm’s basic needs, it offers you a full-featured software program designed to manage all of your deliverables. Go with the flow and put Workstream to work in your firm today. You’ll be glad you did.

Spend less time managing and more time producing. Contact us today — we’ll get you there.

Workstream lets you take control of your workflow so you can spend more time on billable work and less time on managing people and projects. It’s scalability and flexibility makes it an excellent choice for any size accounting firm. You can set up Workstream to:

• Track due dates so projects are turned in on time.
• Clock time spent on projects.
• Automatically trigger project status notification, including milestone dates and budget-to-actual analysis.
• E-mail or post notifications to a dashboard for convenient monitoring.
• Keep management informed of project goals, additions or changes.
• Assign staff to the next step in a project when the prior step is completed.
• Alert management when start, target and due dates are met.
• Integrate with CCH Time Capture, Billing and Accounts Receivables modules.
• Use templates to get you started or create customized reports.

Start spending less time managing and more time producing. Contact us today — we’ll get you there.

With ProSystem fx Workstream, you will streamline different projects that have various requirements and implement a secure, easy to use way of improving project management while increasing profitability. Experience the benefits of Workstream by signing up for a live web demo below.

Demonstration Topics
Discover how the newest addition to the ProSystem fx Suite will benefit your firm by joining a ProSystem fx Workstream expert who will walk you through "Day In The Life" workflows that utilize Workstream.

Benefits of Workstream

• Balance workload to maximize resources and improve productivity.
• Scalability to accommodate projects of varying sizes.
• Automatic notifications that ensure project status that is visible to all stakeholders.
• Integration with the ProSystem fx Suite that lets staff update project information and access reports anytime, from anywhere.
• Real time project visibility for managers.

Maximize your workflow efficiency
With ProSystem fx Workstream, firms can maximize workflow efficiency and achieve greater profitability. Firm management has the opportunity to gain greater visibility to client projects, and staff is able to effortlessly update project status at any time, from anywhere. Please sign up for your demonstration today.

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CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

Migrating Customers

• ProSystem fx Workstream - Best Practices Consulting
• ProSystem fx Workstream - Setup
• ProSystem fx Workstream - End User

New Customers

• ProSystem fx Workstream - Best Practices Consulting
• ProSystem fx Workstream - Setup
• ProSystem fx Workstream - End User

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.