ProSystem fx® Practice Management


Need to effectively manage your firm? Then take a look at ProSystem fx Practice Management — it puts you in control with just a few clicks. With Practice Management, you can take a critical look at your firm and quickly make changes to improve your processes and profitability.

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Explore the features and facets of ProSystem fx® Practice Management

The Basics:

 Learn more about how this product can help your business

Need to effectively manage your firm? Then take a look at ProSystem fx Practice Management — it puts you in control with just a few clicks. With Practice Management, you can take a critical look at your firm and quickly make changes to improve your processes and profitability.

Practice Management provides all the tools you need manage your firm: time and expense entry, billing and invoicing, accounts receivable, project management, contact management, reporting. It even gives your marketing a boost with the ability to generate mass emails, labels and letters.

Proactively manage your firm. 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 Management gives you the tools to identify and assess critical information without running reports. You can:

  • View firm summaries without having to leave the Time Entry window.
  • Easily compare this year’s and last year’s PTD and YTD key figures.
  • Perform tax and accounting billing.
  • Analyze client data, including time and expense, invoicing, write-ups and write- downs, payment collections and employee data.
  • Provide employees with self-management tools, such as CPE tracking.

Three levels of Practice Management are available:

  • Enterprise Edition – The optimal Microsoft® Sequel solution.
  • Office Edition – The Microsoft® Sequel Express solution.
  • Basic Edition – Includes more features than any comparable tax and accounting billing package available on the market.

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.

The Modules:

 Learn about the different modules this solution offers

Practice Management’s time and billing software provides all the modules you need for effective firm management:

  • Project Management and Tracking – Monitors project due dates and budgets, provides reports on budget-to-actual hours and dollars, assigns employees to projects and offers full tax tracking to monitor the flow of tax returns.
  • Contact Management and Marketing – Allows you to track clients, contacts, business affiliates, prospects and leads. Helps you analyze your referral and business affiliate relationships to gain new clients, build your business and create marketing materials to better promote your services.
  • Billing and Invoicing – Gives you the ability to bill by project, review historical transactions, generate on-screen invoices and assign a billing status to every client.
  • Accounts Receivable – Manage your client balances, including entering payments and adjustments and assessing finance charges. Also allows you to e-mail statements with customizable dunning letters to manage delinquent accounts.
  • Time and Expense Entry – Uses an intuitive time-entry screen to encourage on-screen, daily use by employees. Unlimited timers help employees increase their billable time and convenient alerts help them remember to submit their time sheets.

Add-on productivity tools refine your processes.
Practice Management’s time and billing software offers timesaving add-on features to make your firm more productive and efficient:

  • Internet Time Entry — Allows employees to enter their time and expenses from any location.
  • Custom Library — This annual subscription service helps your firm create a more detailed analysis.

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.

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.

Reports:

 Understand the reporting that this solution provides

Reports can be printed, e-mailed, saved as PDFs and exported to a variety of other formats, including Microsoft® Excel®. Practice Management offers 70 standard reports, an easy-to-use Report Writer that lets you customize your own reports and extensive sorting and filtering options, with reports on:

  • Clients
  • Employees
  • Service Codes
  • Marketing
  • Projects
  • Due Dates
  • Scheduling

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

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.

Web Product Demo:

 Learn first hand the power of CCH software solutions

Practice Management

Join us for a free online demonstration of ProSystem fx Practice Management! Discover how to take full advantage of the software's integrated modules - from time entry and billing to project management, inquiry, and reporting.

Demonstration Topics
A ProSystem fx Practice Management expert will introduce this exciting information management system in an interactive, 1½ to 2-hour web-based presentation that covers...

Flexibility
Discover how you can:

  • Set-up the program to match your workflow
  • Customize screen layouts to meet individual user preferences
  • Sort and filter standard or custom reports using a wide range of criteria

Project Tracking
Learn how to monitor due dates by keying time directly to projects.

Invoice Editing
Find out about a powerful new feature that allows on-screen editing of invoices.

Comprehensive Conversion Services
Learn how CCH can conveniently convert your current time and billing data into ProSystem fx Practice Management format.

World-Class Customer Support
Discover why CCH is widely recognized for offering the best and most reliable customer support in the business.

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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.

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:

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