CCH ProSystem India provides software solutions for accounting and tax professionals to help manage workflows, practice management, timekeeping, document management, and auditing. The software includes features like job management, resource allocation, timesheet tracking, and reporting. It aims to help professional practices improve organization and control over client services and deadlines through system-driven processes.

1. CCH ProSystem India
• Workflow Management
• Practice Management
• Time & Resource Management
• Document Management
• Audit Management

2. Confidential - CCH ProSystem India Private Limited 1
Tax & accounting professional offices
are computerized for mandatory
electronic return filing of taxes, how
about rest job which are loaded with
multiple deadlines with variety of
services offered to long list of clients
that brings potentially more than 90%
revenues to firm. There is no control
over all the activities done at office. Is
this stopping the growth?.
Is it high time to make professional practice, system driven?

3. Confidential - CCH ProSystem India Private Limited
Make your professional practice. System, driven &
move to global standards.
Get prosystem for your office
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Capable of managing
• Appointment and hearing
• Effective content reference
• Time sheet
• Multi-level organization
structure
• Consultancy
• Invoicing, Inward –Outward
Vision & technology
• Maker/ checker approval process
• Practice centric approach
• Automatic job driven approach
• User level access rights
• Multi entity provisioning
• File Stream Based Document
• Management

4. Confidential - CCH ProSystem India Private Limited 3
Entity
Creation
Principle
Creation
Principle
Creation
Principle
Creation
Staff -
Article
User Right
Definition
Manager-
Staff
Master Creation
• Multiple Entity Creation
• Service Tax Computation of CA firms
• Multiple CA selection in all Entities
• Multiple Principles
• Principle specialization definition
• Principle wise cost/ billing definition
• Hierarchy definition
• Reporting manager linking to staff
• Staff classification for accountant,
Article, Manager, peon etc
• Employee wise cost / Billing rate
linked with Timesheet and subsequently
billing

5. Confidential - CCH ProSystem India Private Limited 4
Software Flow
Client
Creation
Inward
Document
Opening job
Allocating
Resources
Performing
Job
Updating
Timesheet
Send for
review
Job
Completion
Billing
• Masters can be imported in excel, XML,
or TDS returns
•New Jobs can be created from
Inward documents
•New job creation will have target date
to keep track of date wise pending jobs
•Multiple resources can be allocated in
Job and respective staff receives
intimation in his dashboard
•After performing job staff need to
update status of job, in progress, sent
for review, pending from client or
completed
• Same will reflect in CA dashboard•Staff and CA can update
timesheet which will be linked
to client and his jobs,
subsequently linked to billing •Jobs can be sent for review to
customers or senior
•After completion of job it can be
marked as “completed” so that it will be
out of pending job list
•Billing can be on Based on Job created,
Timesheet and cost per staff
•After completion of job it can
be marked as “completed” so
that it will be out of pending
job list

6. Confidential - CCH ProSystem India Private Limited
Reports – Workflow Management
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• Pending job status
•Staff wise
• Client wise
• Target date wise
• Statutory Date wise
• Job wise
•Resource utilization
• Appointments
• Principle wise
• Client wise
• Completed jobs
• Cost of job
•Profit of Job
• Bill register
• Client ledger
• Client outstanding

7. Confidential - CCH ProSystem India Private Limited
Work Modules - Auditing
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Auditing
Tax I Statutory I Internal I Customized
Allocating Resources
Selecting Audit Program from
template
Selecting Audit Check list
from template
Performing Audit
Reporting & Audit Finalization
Job Creation of Audit
• Signing authority for
Audit can be defined
• Target dates can be
defined
• Any type of audit can be
processed though
templates are provided
for ROC audits
•Multiple resources can be
allocated
• All can perform audit
•Standard Audit programs
are provided which can be
modified or new can be
created
•Standard Audit check lists
are provided which can be
modified or new can be
created •Audit member can feed
data in Audit programs
and check list•Standard Audit formats
are provided which can be
used and prepare final
audit report

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Work Module - ROC
ROC Job
Creation
Minutes of
Meeting
ROC
Procedures
STD
Procedures
Templates
User Defined
Procedures
Templates
STD
Resolution
Templates
User Defined
Resolution
Templates
Procedures
linked with
MCA Forms
Perform
and Update
steps

9. Confidential - CCH ProSystem India Private Limited
Wolters Kluwer: A Quick Snapshot
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Revenues €3.556billion(2010)–Detailsvisit www.wolterskluwer.com
Employees approx.19,000worldwide
Markets Legal,Business,Tax,Accounting,Finance,Audit,Risk,Compliance,andHealthcare
Operations Over40countriesacrossEurope,NorthAmerica,AsiaPacific,andLatinAmerica
Headquarters AlphenaandenRijn,theNetherlands
Stocklisting
EuronextAmsterdam:WLSNC.AS,stockcode39590,ISINcodeNL0000395903;includedin
theAEXandEuronext100indices

10. Confidential - CCH ProSystem India Private Limited
About CCH ProSystem India:
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CCH ProSystem India is a Wolters Kluwer business started
as a Joint Venture with its Indian Partner eMudhra
Consumer Services Ltd and was created with a vision to
conceive and realise specific, powerful solutions for tax &
legal professionals in the Indian market.

11. Confidential - CCH ProSystem India Private Limited
Progress So Far in India
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1. We acquired Mumbai based CA office product
with its well-established customer base.
2. Well-established Chennai based tax case law
product has been acquired by us and successfully
integrated with CCH ProSystem Platform
3. Wolters Kluwer has recently acquired CTR (India’s
oldest Content Company) which will create cross
sell & up sell opportunity

12. Confidential - CCH ProSystem India Private Limited
Progress So Far in India (continued)
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4. Appointed 24 Channel Partners spread across
Bangalore, Chennai, Hyderabad, Mumbai &
Delhi
5. Toll free support system from Chennai @ CCH
Prosystem office.
6. Currently we have around 5200 Customers.