Powerful accounting practice management software
Manage your clients and your practice with ease. Produce, collaborate and track the progress of both upcoming and past work to improve practice performance.
Capture chargeable time
Ensure accurate timesheets using the data entry tools. Complete with options for mobile users that sync with Microsoft Outlook.
Easily control WIP
Identify and deal with unbilled WIP before it becomes entrenched. CCH Practice Management combines a graphical display of WIP with instant drill-down to the underlying data.
Improve cash flow and profitability
Bills awaiting approval can appear as workflow items, helping to improve cash flow and practice profitability.
Generate bills quickly and easily
Billing wizard guides users through the entire process. Drill-down to task level to allocate fees and write-offs, use existing billing templates in Microsoft Word and bill and record receipts in foreign currencies.
Pre-empt credit control issues
Spot issue before they become problems. The credit control dashboards give direct access to information about debtors. With single-click tools you can drill-down to the underlying data and a full billing history.
Allocate work according to your staff’s individual skills and job requirements. A wall chart-style planner gives you full view of staff jobs, helping to avoid unexpected overruns and unnecessary overtime.
Monitor timesheet completion
With the help of CCH KPI Monitoring, you can monitor timesheet completion across your team or practice.
An integrated suite
CCH Practice Management is part of Wolters Kluwer’s suite of software products which share data through CCH Central, making it possible for you to report, access and use practice management, tax and accounting information across the entire practice.
Take your practice management into your own hands
Staff are the most important asset in any practice, but they’re also its greatest cost, so it’s vital they’re used as efficiently as possible. With ever-changing legislation and lowering margins for compliance work, find out how CCH Practice Management can help your practice work as efficiently as possible.
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“If timesheet entry is easy and quick, it encourages staff to keep them up to date; late or inaccurate timesheets will affect debtor’s days and write offs. With CCH Practice Management, appointments entered in Microsoft Outlook can be turned directly into timesheet entries so the information only has to be entered once.”
Susie Liman, Simmons Gainsford
Capture time no matter when or where you are
CCH Practice Management gives remote and mobile staff a choice of data entry options. This means no delays in the capture of time, saving time and hassle all round and the easier it is for our staff to enter their time, the more accurate it will be.
Personalised home pages
Make sure your team keeps on top of what’s important to them with a personalised home screen. This enables you to keep an eye on WIP, debtors, what people are working on and how long they’ve spent on each job.
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CCH OneClick is a secure set of cloud tools accessed in one place, built for practices and their clients. Connect, communicate and collaborate anytime, anywhere, on any device.
CCH Central is an environment in which modules within the CCH software suite can intelligently share information, and it makes that information available wherever and whenever it’s needed.
CCH Document Management has been designed specifically for accountants to help them digitally store, search and retrieve emails, softcopy and paper documents, no matter where it comes from.
CCH KPI Monitoring is a cloud-based solution that continually monitors events, deadlines and targets then sends automated emails to confirm completion or report variances.
Related customer stories
“The home pages help me keep track of what’s happening in the practice. I can keep an eye on WIP, debtors, what people are working on and how long they’ve spent on each job. Many of our clients have been with the firm for a long time and they don’t expect their fees to fluctuate too much, year on year, so it’s important to avoid excessive over-runs and write offs. I’m solely responsible for the billing but there are five other fee earners in the firm, so it’s very useful to have this kind of information at my fingertips.”
William McAdam, Stanley Woods & Co