Practice Management & CRM

Increased regulation, growing client expectations and lower margins on compliance work all mean that accounting businesses have to be managed more efficiently than ever before. It’s no longer enough simply to record and manage time and fees.

CCH Practice Management enables partners and managers to plan ahead, assigning work to avoid bottlenecks and meet deadlines. Staff at every level get quick and easy access to exactly the information they need to perform their work.

  • Controlling WIP – CCH Practice Management combines a graphical display of WIP with instant drill-down to the underlying data. By identifying issues early it’s possible to create an action plan to deal with unbilled WIP before it becomes entrenched, preventing a build-up of unrealisable assets.
  • Practice visibility – CCH Report Writer is an intuitive and flexible reporting tool for non-specialists. It allows you to Produce charts and graphs showing recovery, chargeability, budgeted time versus actual and much more, all with a simple drag and drop interface.
  • Managing workflow – The workflow system makes it easy to allocate staff to client work according to the requirements of each job and their individual skills. Its wall chart style planner shows at a glance where staff are working and what they’re doing so you can avoid unexpected job overruns and unnecessary overtime.
  • Bill approval – Bills awaiting approval can appear as workflow items. By simplifying the billing approval process, CCH Practice Management helps improve practice cash flow and profitability. Bill templates are maintained using Microsoft Word, so you have full control over formatting and layout.
  • Time recording – Accurate and up to date information means quicker billing and fewer write-offs. Synchronisation with Microsoft Outlook and a range of data entry options for mobile users encourage all staff to keep their timesheets accurate and up to date.
  • Credit control – The credit control dashboards give direct access to information about debtors. With single-click drill-down to the underlying data and a full billing history, you can spot issues before they become problems, making it easier to manage late and reluctant payers.

Integration in action

CCH Practice Management is part of the CCH ProSystem Suite, allowing it to share data with other members of the Suite through CCH Central.

  • Accounting links – CCH Practice Management links CCH Accounts Production to or a nominal ledger of your choice so you can carry on using your existing practice accounting system.
  • Integrated marketing tools – Use CCH Campaign Management to profile and filter your clients and prospects using the information you already hold about them. Capture responses and follow-up action in CCH Practice Management to measure ROI on each campaign.
  • Email marketing – CCH Email Management allows you to create personalised emails then send them to clients and prospects using the information you already hold in CCH Central and track responses.

Want to know more?

For further information on CCH Practice Management

Request information here

Tel: (044) 9334631 or Email us at info@wolterskluwer.ie   

What our clients say..

“Smaller accounting practices need to be as client focused as the bigger firms and CCH Practice Management & CRM has enabled us to achieve this objective very quickly by creating efficiencies in the practice. The software gives us a competitive advantage which is important in the current climate”.
Ken Herbert
Ken Herbert & Co

 "We look upon CCH software as a significant asset in our business. It helps us keep track of engagements, assignments, billing, time and costs, deadlines and team members in the various divisions of our business. All of this information enables us to manage our business effectively and is available at a glance or effortlessly at the press of a button. We have found the CCH platform to be very stable and user friendly and the back up and support team service is excellent"
Des O`Neill
OmniPro

 

Log online request here
Visit our support site here
Call us on 01-2780034
Download the latest versions here

 

 

Want to know more?

Request information here

Call us on (044) 9334631

Email info@wolterskluwer.ie

Request demonstration here

View Brochure here

1 woltersCCH software is a trading name of Wolters Kluwer (Ireland) Ltd Registered  in Ireland No. 137230 Registered office: Global House, Forest Park, Mullingar, Co. Westmeath

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