A must-have solution specially designed for practice accounting firm who wants to manage project, capture more billable hours faster, and gain instant access to the information you need to grow your practice efficiently.
One of the 20 CCH products named in Accounting Today’s “Top 100 Products” list, ProSystem fx® Practice Management can help you strategically manage projects, employees, marketing, data, and integration.
Start your journey to capture more billable hours and improve your practice’s realisation rate now!
Key Features
- Time and Expense Entry – Effortlessly capturing and analysing actual time spent on projects with drill-down capability from anywhere in the world.
- Contact Management and Marketing – Referral and prospect tracking where the programme can create marketing lists and generate emails, letters and labels for new business initiatives.
- Project Management & Tracking – Efficiently manage resources and the allocated time on projects within budget guidelines.
- Billing and Invoicing – Automatically generate billing and invoices according to the captured expenses and billable hours of project.
- Accounts Receivable – Manages client balances, generate e-statements, customised dunning letters to help managing delinquent accounts.
- Reporting – Offers many powerful views and extensive sorting and filtering options, with more than 70 standard reports on clients, employees, service codes, marketing, projects, due dates, and scheduling. You can even customised our own report, saved as PDFs or exported to a variety of other formats, including Excel.
- User friendly interface that is similar to Windows® Explorer-style.
- Highly integrated with other ProSystem fx® Office Suite.
Key Benefits
- Simplify and automate your workflow.
- Increase your productivity while maintaining your firm’s focus on client tasks.
- Dynamically access four dimensions of your practice data, including staff, clients, word codes and periods to grow your practice.
- Transform your practice into a truly paperless organization – allow you to go borderless.