Features and Benefits

Last modified 08:03, 24 Apr 2017

Overview

CCH Practice Management, part of the CCH ProSystem suite, is a powerful and easy to use professional services automation system. It provides all the functionality of a comprehensive practice management system, plus additional productivity tools such as resource scheduling and monitoring, document management and practice workflow automation. All these features are designed to boost the productivity and profitability of your practice, improve your cash collections, help you to schedule client work and to manage resources. It is designed to suit the individual needs of all levels of employees in the practice.

So what are the main features?

  • The Home Page gives instant access to key performance indicators, contact and client details, including WIP and debtor balances, and tasks that need completing or require attention. The graphical presentation of real time information makes it easy to keep on top of the practice's performance. From here it is possible to drill down into individual clients, assignments, timesheets bills and employees. See The Home Page for more information.

  • Timesheets provide fast and flexible time and expense (expenses) recording for all practice members. It allows data entry to be adapted to the needs of the practice and to individual preferences so that chargeable time is captured easily. See About Timesheets and Expense Sheets for more information.

  • A streamlined billing system which allows a fast turnaround of WIP into bills makes it easy for you to keep on top of your practice's exposure. See Billing – An overview for more information.

  • Improved and flexible reporting engine from which you can monitor where and how the practice is making money. Selected information can be extracted to Microsoft Excel for extended analysis, and the CCH Reporter functionality delivers timely, relevant and comprehensive information on all aspects of the practice's performance. See About Reports for more information.

  • Assignment and task management means you have control over the workflow and can manage project milestones to ensure things stay on track. See About Assignments for more information.

  • Resource planning and management – track actual time versus budget and report on the profitability of each task. Project steps to be completed can be easily viewed and employees selected for them based on their skills and ability. See Using tasks in assignment schedules for more information.

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