The rule of thumb with Practice Manager is that everything should be at your fingertips, right where you would intuitively expect it to be – whatever screen you’re working on, you’ll see all the tools you need to succeed. You can utilise existing workpapers and procedures, or add your own to any job, and manage all content via the Intranet.
Communication is key in managing workflow and keeping track of performance. Automated emails across all aspects of your operation make sure everyone is informed and fully accountable, transparency is enabled and encouraged – so it’s really easy to see what’s going on at every stage, tracking both group and individual efficiency.
Practice Manager generates highly valuable reports on things like cash flow, revenue, workflow, profitability, employees, billing, debtors and workflow. A customisable dashboard and a smart range of search filters tell you everything you need to know across the whole firm at a glance, so any issues can be dealt with as they occur.
Discover dynamic, integrated, cloud-based solutions to simplify and automate the running of your practice.
You’ll enjoy increased visibility across workflow, resources and performance – ultimately freeing your practice up to spend more time adding value to your clients.
Everything you need to manage and work efficiently is at your fingertips whether you’re in the office, working remotely or out visiting clients.
"With iFirm, we have automated several work processes including job allocation where notification via email is automatically sent to the respective staff in-charge and partner, reports can also be generated to update audit engagements status, manpower utilisation, and capacity planning."
Paul Tan, CA Trust PAC
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"We’ve measured a 15 percent overall workflow improvement and we expect to reach the 25 percent mark in our second year."
Allister Blyth, Blyth Partners
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Your clients place their trust in you to support them with accurate work and timely advice. CCH iFirm provides you with the tools and systems, when you have to be right.
From the core responsibility of keeping clients compliant, all the way through to streamlining how you communicate with them, we’ve got solutions to enhance and grow your relationship.
Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.
Call us toll free on: 800 6162 161
or click here to send us an enquiry.