Practice Manager runs in real time, which in simple terms means you know what’s going on and can plan workload capacity with finely tuned efficiency. Bottle necks are easily identified and reallocated, jobs are spread evenly across your resource base, and more intelligent automation makes life easier for everyone.
You can achieve anything to do with resource allocation and job orders in just a few mouse clicks. Smart workflow automation and seamless integration takes care of all the admin in recurring jobs, allocating the relevant resources to ensure time is saved and work isn’t missed. You have supreme oversight on all jobs in progress.
From specific job fees, to a model that automates process across your whole firm, Practice Manager smooths out pricing work with inspired simplicity. Once your model is set up, ultimate flexibility and convenience rule at every stage of the invoicing process – when it comes to accounts receivable, you’ll never miss a beat.
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.
Learn more about Practice Manager, Practice KnowHow and Contacts.
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.
Learn more about Financial Statements, Web Manager and Client Portal.
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.
