ProSystem fx® Practice Management Increase your efficiency for time entry, billing, and project tracking tasks.
Using the latest .NET technology, ProSystem fx Practice Management is a full-featured program that offers your firm:
Integration with ProSystem fx® Tax.
Referral and Prospect Tracking.
CPE Tracking.
Time and Billing.
Marketing Capabilities.
Strategic decision support tools.
Integration with Sage MAS 90/200, Sage MAS 500 and Sage Abra.
Synchronization with Microsoft Outlook.
Used by a large percentage of the Public Accounting Report’s Top 100 firms in the U.S., as reported by the AICPA, firms of all sizes rely on ProSystem fx Practice Management to strategically manage their projects, employees, marketing, data and integration. Increase your productivity while maintaining your firm’s focus on client tasks!
For added convenience, ProSystem fx Practice Management invoices and statements are available through ProSystem fx Supplies.
ProSystem fx Practice Management has all the modules you need for effective firm management:
Time and Expense Entry: Designed to encourage employees to manage their own time, the user-friendly Practice Management Time Entry module features intuitive time sheet summary views with drill-down capabilities, convenient alerts, and unlimited timers to help employees increase their billable time by effortlessly capturing actual time spent on projects
Contact Management and Marketing: Practice Management lets you track clients, contacts, business affiliates, prospects, and leads, helping you to analyze relationships and build a better business. This feature lets you easily create marketing lists and generate emails, letters, and labels to streamline your communication process
Billing and Invoicing: There’s no need for a third-party word processing program with ProSystem fx Practice Management. This one-stop-shop features easy-to-use billing and invoicing screens that create powerful invoicing; quick monthly flat-fee billing that uses a batch format; and an on-screen review that includes the option to view historical transactions for informed billing decisions
Project Management and Tracking: Enhance your firm’s profitability by enabling employees to efficiently plan their workloads within firm budget guidelines. Employees are able to update the status of their projects so that management is aware of progress, and can bill by project for quick invoice generation
Accounts Receivable: Manage your client balances and delinquent accounts using Practice Management’s electronic statements, payments, adjustments, finance charges, and customizable dunning letters
Flexible To Fit Your Needs
For smaller firms of under 10 employees, CCH offers a robust, but more efficient option, ProSystem fx Practice Management Basic Edition. Practice Management Basic Edition provides the same core features to support time, billing and accounts receivable work, as well as reports tailored specifically for accountants. All this without the additional features designed for much larger operations.
Add-On Tools Increase Your Profitability Practice Management’s time-saving add-on features make your firm more productive and efficient:
Internet Time Entry allows employees to enter their time and expenses from any location
Custom Library is an annual subscription service that offers more detail in your firm analysis
ProSystem fx Practice Management reporting offers many powerful views, as well as extensive sorting and filtering options, with more than 70 reports on:
Clients
Employees
Service Codes
Marketing
Projects
Due Dates
Scheduling
Additionally, an easy-to-use Report Writer lets you customize your own reports.
Not interested in a printed format? Reports can be emailed, saved as PDFs, and exported to a variety of other formats, including Microsoft® Excel.
Practice Management is the solution that works with your existing systems/applications. By integrating with ProSystem fx Tax and synchronizing with Microsoft® Outlook, Practice Management reduces repetitive data entry and streamlines your workflow.
Practice Management is also integrated with Sage MAS 90/200, Sage MAS 500 and Sage Abra.
Offering you access to over 300 federal, state, city, and county modules to handle all your tax processing requirements, you’ll benefit from seamless integration with the industry’s leading tax software, ProSystem fx Tax through an extensive array of federal and state features, in addition to more forms, automatic calculations and options than on any other system on the market.
Microsoft Outlook
Save time and provide consistency at your firm by synchronizing your client contacts from ProSystem fx Practice Management to Microsoft Outlook. Contact information can now be set up and updated from one source.
Sage Abra Payroll
Save time and simplify your data collection by gathering employee hours worked from time entry and exporting them effortlessly to Payroll processing software. Inclusion of paid time off hours and overtime hours further simplifies your data collection.
Sage MAS 90, 200, and 500 General Ledger
Easily export your firm's WIP, billing, and receipt totals to your firm's general ledger, reducing the risk of error by eliminating duplicate data entry. Save time from printing numerous reports to gather numbers through a simple export that tracks detailed entries offering better firm analysis.
Managing your practice has never been easier, with CCH Coolbar, an add-on feature for ProSystem fx Practice Management. CCH Coolbar provides direct access from within Outlook to firm clients and other contacts that are stored in Practice Management, enabling truly integrated contact management. This productivity tool’s convenient features save time and reduce errors by eliminating redundant tasks. With CCH Coolbar, you can:
Create time entries from Microsoft® Outlook features.
View Customer client data inside of Microsoft® Outlook.
View contact information for Practice Management contacts within Microsoft® Outlook.
Manage email storage of client communications and view from one central location within Microsoft® Outlook.
The result is:
More effective client service — Act more proactively as a business advisor to your clients.
Better knowledge sharing — View relevant client knowledge when you need it.
Rapid ROI — Leverage your existing knowledge of Microsoft® Outlook.
Increased Billings — Reduce time spent on creating time entry items.
Improved Employee Productivity — Eliminate the need to switch between applications.
