CCH Accountants Starter Pack

Transcription

1 CCH Accoutats Starter Pack

2 We may be a bit smaller, but fudametally we re o differet to ay other accoutig practice. Util ow, smaller firms have faced a stark choice: Buy cheaply, kowig that the practice will soo outgrow the limited fuctioality of traditioal smaller practice software? Or buy the best at a time whe fuds are limited? The CCH Accoutats Starter Pack offers a perfect alterative. You get exactly the same software as i the full CCH software suite it s simply bee cofigured for a smaller practice ad priced accordigly. No uecessary limitatios. No compromises o quality. The CCH Accoutats Starter Pack has bee desiged for: A accoutacy practice with less tha 600 cliets Up to two parters, with a maximum of te users A sigle legal etity with a sigle office, requirig oly oe database The CCH Accoutats Starter Pack icludes stadard accouts formats for limited compaies, parterships ad sole traders together with tax returs for idividuals, parterships ad limited compaies. The practice maagemet system is pre-cofigured with stadard codes for chargeable ad o-chargeable work, a fee ote template ad debtors statemets. Four levels of employee security are available, from timesheet operator to system maager. 1

3 I eed a system that will be ready to grow whe we are. Make the right choice ow ad you ll ever face that problem. The CCH Accoutats Starter Pack already covers the most commo practice requiremets ad cliet scearios but extra modules ca be added as required. For example, you might wat to add the Web Timesheets module, so that staff ca eter timesheets o the go usig mobile devices. Or, as you take o more cliets, you could add specialist accouts formats to deal with specific cliet requiremets. Addig modules ad ulockig extra fuctioality is simple. You do t have to abado the software you re already familiar with, there s o data coversio ad o eed to re-trai staff. I do t have time to waste. There are t eough hours i the day as it is! Some software systems are t plaed, they just happe. Take a accouts productio applicatio from oe vedor, add someoe else s persoal tax ad a separate practice maagemet system the set up a few spreadsheets to hadle basic corporatio tax... Before you kow it, you ve created a moster! Staff waste time copyig ad pastig iformatio betwee systems, cotact details have to be updated i several places, the spreadsheets eed edless adjustmets ad correctios. A fully itegrated suite overcomes all these issues. The CCH Accoutats Starter Pack uses the acclaimed CCH Cetral itegratio ad database techologies. Iformatio is etered just oce, the it s available throughout the practice via persoal, customisable home pages. The browser-style iterface makes it easy to fid ad use iformatio. Staff ca check o outstadig work; parters get a istat overview of the practice from which they ca drill dow to a idividual cliet i a couple of mouse clicks. The less time you ad your staff sped o uecessary admi, the more time you have available for chargeable work. Over weeks ad moths, these small amouts of time add up. 2

4 I do t wat to pay the earth, but I still expect reliable, feature-rich, itegrated software. Prices for the CCH Accoutats Starter Pack are based o the umber of tax returs ad fial accouts that you produce, with optios betwee 50 ad 600 per year. You oly pay for what you use. Because the CCH Accoutats Starter Pack uses the same software as you ll fid i the full CCH software suite, you get all the power ad fuctioality you d expect from a market-leadig brad (CCH Persoal Tax, for example, achieves some of the highest olie filig success rates i the UK). But you also get some thigs you might ot expect: Pre-implemetatio advice Icludes a olie presetatio to explai the process ad help you pla ahead. Istallatio ad setup Our cosultat will import cliets ad cotacts, cofigure the software ad provide iitial traiig (depedig o the optios you select). Olie traiig courses Your staff will have access to professioally prepared multimedia traiig presetatios, recorded ad stored o our website so they ca lear at their ow pace ad at a time ad place that suits them. Four versios of the CCH Accoutats Starter Pack are available Accoutats Suite Accouts ad Tax Practice Maagemet Documet Maagemet (available as a add-o to oe of the above) CCH software suite product or module Accoutats Suite Accouts ad Tax Practice Maagemet Documet Maagemet CCH Cetral CCH Cliet Import Wizard CCH Cetral Reportig CCH Persoal Tax 3 3 CCH Aide-Mémoire 3 3 CCH Partership Tax 3 3 CCH Corporatio Tax 3 3 CCH Accouts Productio 3 3 CCH Practice Maagemet 3 3 CCH Documet Maagemet 3 3

5 CCH Cetral deliverig a competitive advatage The CCH Accoutats Starter Pack uses software from the CCH software suite. At the heart of this itegrated software suite is CCH Cetral which combies iformatio from multiple applicatios o customisable home pages. CCH Cetral redefies the meaig of itegrated software. Data from across the practice ca be extracted, reported o ad used for CRM, busiess developmet ad practice maagemet. The ituitive, browser-style iterface makes it easy for everyoe eve occasioal users to use the software. Because CCH Cetral operates across the etire software suite you oly have to lear a fuctio oce to be able to use it aywhere. Data maagemet CCH Cetral elimiates wasted effort ad eradicates errors with a sigle, cetral database so you oly have to eter ad update iformatio i oe place. Ad because CCH Cetral works across your software suite, you get a complete picture of your cliets ad your practice without costatly swappig betwee applicatios. Reportig Usig CCH Cetral Reportig, eve o-techical users ca costruct complex reports, simply by draggig ad droppig fields. Data ca be draw from multiple CCH applicatios ad preseted i a sigle report. Simplified cross-cliet ad cross-applicatio reportig eables rapid data miig, opeig up ew markets ad opportuities. Workflow CRM ad busiess developmet CCH CRM powered by Workbooks is itegrated with CCH Cetral so you ca grow your practice ad egage with your cliets usig the iformatio ad skills you already have. The cloud-based CRM system improves the efficiecy of the etire marketig ad busiess developmet process, from ruig evets ad capturig web queries to maagig your ew busiess pipelie ad measurig the retur o your marketig sped. Maagig KPIs CCH KPI Moitorig eables you to maage busiess-critical evets, deadlies ad tasks occurrig across all your applicatios. Whe a trigger coditio such as overdue iformatio, excessive WIP or a completed tax retur is met, the software seds out a alert which ca iclude a report o the exact status of the key performace idicator beig moitored. You ca also use it to automate the productio ad distributio of regular practice reports. CCH Workflow allows you to maage tasks across your etire software suite. Workflows ca be triggered by a evet such as settig up a ew cliet or by the completio of aother workflow, ad ca be exteded to iteract with third-party systems. CCH Workflow helps you moitor deadlies, avoid resource bottleecks ad focus o maagig ed-to-ed cliet relatioships rather tha just idividual jobs. 4 5

6 The Wolters Kluwer differece Wolters Kluwer is oe of the world s largest providers of tax, accoutig ad audit software, iformatio ad services. As a global market-leader with aual reveues of over 3.5 billio, operatios i 40 coutries ad more tha 18,000 employees worldwide *, our software, iformatio ad services deliver smart tools, vital isights, timely traiig ad the guidace of subject-matter experts. I the UK our products ad services supplied through the CCH ad Twifield brads support more tha 20,000 professioals. We work hard to help you improve efficiecy ad reduce compliace risks so you ca use more of your time to build stroger relatioships with your cliets. 97% of the top 100 accoutacy firms use a Wolters Kluwer product 54% of FTSE 350 compaies use a Wolters Kluwer product *Reveue i billio. Other figures from the Wolters Kluwer aual report. Customer umbers based o iteral research, November

7 Fid out more about the CCH Accoutats Starter Pack For more iformatio about the CCH software suite: Call: Visit: Wolters Kluwer (UK) Limited. Registered i Eglad ad Wales, No Registered Office: 145 Lodo Road, Kigsto upo Thames, KT2 6SR, Uited Kigdom.