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ProSystem fx® Practice (SaaS)

Need to take control of the workflow and time and billing process at your firm? Then take a look at ProSystem fx Practice. Available to you 24/7 from anywhere with an Internet connection…
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Explore the features and facets of ProSystem fx® Practice (SaaS)

The Basics: Learn more about how this product can help your business

Need to take control of the workflow and time and billing process at your firm? Then take a look at ProSystem fx Practice. Available to you 24/7 from anywhere with an Internet connection, Practice is part of the first group of ProSystem fx® products to be offered in an integrated, centralized Software-as-a-Service (SaaS) platform, giving you the security and freedom of letting CCH host your files instead of maintaining them on your own servers..

Time entry doesn’t have to be a hassle – it can be an opportunity for greater efficiency. With the SaaS version of Practice and its powerful integration with ProSystem fx Workstream, your employees can easily self-manage their projects and hours. Increase billable hours along with productivity by placing time-tracking in your employee’s hands with the Time Capture and Clock tools.

Contact us today — we’ll get you there.

The Details: See the specifics about this solution that makes it stand out from the competition

Practice will transform the way you conduct your billing process. Research shows that clients respond to invoices faster when the invoice is received right after the job is completed. With Practice, a user can prepare and send a client invoice immediately upon completion of a project. Billing online increases efficiency by reducing the time normally spent on the billing process.

Leveraging the online version of ProSystem fx Practice results in a smooth flow of billing and invoicing by allowing users to:

• Bill groups of clients simultaneously instead of billing them on a one-to-one basis.
• Post multiple invoices for one client for greater efficiency.
• Create and apply progress bills with a feature that has been expanded to allow these bills to go across engagements and projects.

Because ProSystem fx Practice is embedded throughout the ProSystem fx® Suite, firms can easily update time and billing information and access reports — from anywhere with an Internet connection.

Managing the day-to-day firm activity, as well as individual employee's activities within Practice is accomplished with just a few clicks of the mouse. With Practice, employee workflow can be tracked to identify billable and non-billable hours, which will help you direct them to more valuable tasks. Practice gives you the tools to identify and assess critical information. You can:

• Monitor unreleased and posted time, keeping them updated and informed of status.
• Analyze productivity ratios, allowing them to easily control their own workflow.
• Track billable and non-billable hours, informing them of which tasks are most valuable.

Take your time and billing process online. Contact us today — we’ll get you there.

Integration: Learn about how this product works with other CCH solutions you may already have

Offers more than 300 federal, state, city and county modules to handle all your tax and accounting billing processing requirements. It also integrates with ProSystem fx® Tax and third-party software applications, including:

Microsoft® Outlook® — Save time and minimize errors by synchronizing client contacts in Practice Management and Microsoft® Outlook®. Once set up, you can update contact information from one application.

Sage® Abra Payroll — Save time and simplify data collection by gathering employee hours worked from time entry and exporting them effortlessly to payroll processing software.

Sage® MAS 90, 200, and 500 General Ledger — Easily export your firm's WIP, tax and accounting billing and receipt totals to your firm's general ledger, reducing the risk of error by eliminating duplicate data entry. Gather numbers through a simple export that tracks detailed entries so that your firm can conduct more accurate analysis.

Benefit from ProSystem fx® Professional Services.
Our team of professionals specialize in data conversion techniques, stand-alone utility design and development, data reassignment methods and reporting techniques. When customization is what you need, invest your time and money wisely and let these experts do the work for you, including

Database clean-up, including code restructuring.
Data conversions from third-party vendors.
Automation of routine administrative tasks.
Creation of customized reports.

A server-based solution may be what you’re accustomed to, but if you choose the online version of Practice Management, part of the first group of ProSystem fx® products to be offered in an integrated, centralized online platform, you’ll enjoy the security and freedom of letting CCH host your files instead of maintaining them on your own servers.

Take control of your workflow and tax and accounting billing. Contact us today — we’ll get you there.

Web Product Demo: Learn first hand the power of CCH software solutions

Join us for a free online demonstration of ProSystem fx Practice (SaaS)! Discover how to take full advantage of the software's integrated features - including time entry, billing, invoicing and reporting.

Demonstration Topics

A ProSystem fx Practice expert will introduce this exciting information management system in an interactive, 1-hour web-based presentation that covers...

Time capture with quick and easy time entry
Transaction review, approval and posting
Billing options including flexible billing rates, automatic billing and progress billing

Comprehensive Conversion Services

Learn how CCH can conveniently convert your current time and billing data into ProSystem fx Practice (SaaS) format.

World-Class Customer Support

Discover why CCH is widely recognized for offering the best and most reliable customer support in the business.

Learn more, register for a Live Web Demo today.

Training: Take a closer look at onsite, on-demand, online and other training options.

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

New Customers

Support: Learn about our live support options and powerful self-help tools

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.

Reviews: Read product reviews provided by other customers