CCH Enhances Practice Management & Workflow Systems
New features include automated project alerts, billing flexibility, AR posting and new invoice formatting.
Jan. 16, 2012
Just in time for tax season, CCH, a Wolters Kluwer business, is releasing updates to its ProSystem fx Workstream and ProSystem fx Practice SaaS software which will provide instant access to firm operations when tax and accounting professionals need it.
ProSystem fx Workstream is designed to give a firm the ability to monitor all of its deliverables. Tax and accounting professionals will now be able to keep projects on track using the new Monitored Project Notification automatic alerts which notifies users when a project is incomplete. Users can specify when the alert is received and the completion level that will trigger the alert. There is also an option to email or post notifications to a dashboard for monitoring.
Users of ProSystem fx Practice SaaS can manage the firm’s daily activity and individuals’ productivity easily. Practice SaaS tracks billable and non-billable hours, making it easy to track an employee’s workflow and identify valuable tasks. New formatting options allow for easy customization of invoices and statements and users can now expand the information provided in the accounts receivable views. Clients can also be added from the client lookup menu.
“With the kickoff of tax season under way, it’s critical that CPA firms have the ability to easily manage their workflows to ensure efficient assignment, tracking and movement of projects from the time they come in the door through delivery and billing,” said Brian Steinert, CCH Director of Product Management, Workflow. “The integrated, centralized platforms supporting newly enhanced versions of ProSystem fx Workstream and Practice (SaaS) allow firms to focus time on their work and their customers.”