KPI monitoring that gives you full control
Make informed business decisions with a complete view of your accounting KPIs and metrics, anywhere, anytime.
CCH KPI Monitoring software
Make informed business decisions and have complete control with real-time access to your practice’s success indicators and performance tracking from CCH KPI Monitoring.
Find out about situations while you can still do something about them, and before they become problems.
Easy setup and maintenance
Alerts and business rules are simple to set up and edit. Triggers can come from applications across the CCH Central software suite, including practice management, tax and accounts production.
Alerts can be sent by email to any number of individuals within, or outside, the practice. Keep up-to-date with what’s happening in, or out of, the office.
Automatically generate reports
Automatically generate a report to attach to the alert email leaving admin staff free from manually running and distributing reports, chasing timesheets or checking information.
Monitor workflows and enforce practice procedures, such as sending out an engagement letter within a set timeframe.
Works with CCH Practice Management
Information held in CCH Practice Management can be used to report on WIP, debtor days, billing, timesheets and much more.
Works with CCH Personal Tax
CCH KPI Monitoring software can report on tax return status for individual clients or across the client base, compliance deadlines, tax return approval and final submission.
Works with CCH Accounts Production
Used with CCH Accounts Production, you can report on the receipt of client records, the progress of accounts, final approval and other targets and triggers.
Make informed business decisions and have complete control with real-time access to your practice’s success indicators and performance tracking by using CCH KPI Monitoring software for KPI accounting.
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CCH Practice Management software allows partners and managers to plan ahead, assigning work to avoid bottlenecks and meet deadlines.
CCH Accounts Production software makes your entire accounts production process as efficient and profitable as possible and offers new opportunities for value-added services.
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 Personal Tax simplifies and streamlines every step in the tax return process, from collecting raw data to online filing and tax planning, for the widest range of clients.
Related customer stories and insight
“CCH KPI Monitoring has brought two big benefits to the practice. Firstly, it reminds partners and staff to complete work within deadlines – preparing accounts, getting client sign-off, completing the CT return, filing, etc. Secondly, it does all this completely automatically. You don’t need someone sitting in an office, running reports and trawling through the data. This cuts down the overheads and gets around the problem of admin staff being sick or absent – CCH KPI Monitoring carries on monitoring and reminding 24/7.”
Ian Smith, Partner, Ryecroft Glenton