ProSystem fx Practice Management

ProSystem fx^® Practice Management
More than just a time and billing system!

Effectively manage your firm’s workflow with a full-featured software program that has been named in Accounting Today’s “Top 100 Products” list for three consecutive years and includes:

.Net Technology in combination with Microsoft^® Sequel databases.
Time and billing designed for employee self-management.
Contact Management, a tool that puts client contact information at your fingertips.
Project Management functionality that tracks due dates, budgets, key milestones and more.
Accounts Receivable, a tool that easily manages a full client ledger system.
Standard reports and report writer capabilities that provide robust management insight.
Referral and prospect tracking that increases firm growth capabilities.
CPE tracking that saves time for employees.

The ability to generate mass emails, labels, and letters that empower firm marketing and generate new business.

Manage Your Business Intelligence

ProSystem fx Practice Management places powerful key indicators at your fingertips that allow you to easily identify and assess critical client and staff information – without running reports.

Benefit from these powerful, real-time decision-making features:
View firm summaries without having to leave the Time Entry window.
Easily compare this year’s and last year’s PTD and YTD key figures.

Analyze client data, including time and expense, invoicing, writeups and write downs, payment collections, and employee data.

Flexible To Fit Your Needs
Its flexibility and customization capabilities make it an excellent choice for any size accounting firm. Simply select the edition that best fits the needs of your practice:

Enterprise Edition – The optimal Microsoft®Sequel solution.
Office Edition – The Microsoft® Sequel Express solution.
Basic Edition – Includes more features than any comparable time
and billing package available on the market.

For added convenience, ProSystem fx Practice Management invoices and statements are available through ProSystem fx Supplies.

ProSystem fx Practice Management provides all the modules you need for effective firm management:

Project Management and Tracking – Designed to monitor client project due dates, budget projects, report on budget to actual hours and dollars, and assign employees to projects for resource management, this module also provides full tax tracking to monitor the flow of tax returns.
Contact Management and Marketing – Simplify communication with a module that allows you to track clients, contacts, business affiliates, prospects, and leads. Analyze your referral and business affiliate relationships to gain new clients, build your business, and create marketing materials to better promote your services.
Billing and Invoicing – With options to review historical transactions, generate invoices on-screen, and assign a billing status to each and every client, this module eliminates any need for a third-party word processing program. Use this module to bill by project for quick invoice generation. To further simplify your billing process, monthly flat-fee billing is provided in a quick, batch format.
Accounts Receivable – Easily manage your client balances, from
entering payments and adjustments to assessing finance charges.
You can increase your bottom line by emailing statements and by
using customizable dunning letters to manage delinquent accounts.
Time and Expense Entry – This module uses an intuitive time-entry screen to encourage on-screen, daily use by employees. Unlimited timers help employees increase their billable time, and convenient alerts help employees remember to submit their time sheets.

Gain a Competitive Edge with Add-On Productivity Tools

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.

Robust Reporting Functions

With more than 70 standard reports and an easy-to-use Report Writer that lets you customize your own reports, you'll be well-informed of the various components of your practice.

ProSystem fx Practice Management reporting offers many powerful views, as well as extensive sorting and filtering options, with reports on:

Clients
Employees
Service Codes
Marketing
Projects
Due Dates
Scheduling

Not interested in a printed format? Reports can be emailed, saved as PDFs, and exported to a variety of other formats, including Microsoft^® Excel.

Time Saving Integration

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. And you'll enjoy 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.

Benefit from ProSystem fx Professional Services

Our team of professionals specializes in data conversion techniques, stand-alone utility design and development, data reassignment methods, and reporting techniques. When customization is what you need, invest your time and money wisely and let these experts do the work for you:

Database clean-up, including code restructuring.
Data conversions from third party vendors.
Automation of routine administrative tasks.
Creation of customized reports.

Minimize your time spent toggling between applications with CCH Coolbar, the add-on feature for ProSystem fx Practice Management.

Make sure the data you need is always at your fingertips. CCH Coolbar lets you look up lists of contacts, client details, actions, time entries, financial information and work in progress without leaving Microsoft® Outlook.

With CCH Coolbar, from within Microsoft® Outlook, you can:

Create time entries.
Enter time in the Practice Management timesheet.
View client management contact data.

You can even use CCH Coolbar to automatically link time entries to Microsoft® Outlook appointments and tasks!

With CCH Coolbar, all of your client communication is accessible from one central location, data is easily filtered and lists are easily exported. With this add-on, your firm will experience:

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 – Time entry items can be created from Microsoft® Outlook appointments and tasks, allowing you to dramatically reduce effort and increase accuracy in capturing billable hours.
Improved Employee Productivity — Eliminate the need to switch between applications, and your staff will be better able to focus on billable activities.