CCH Practice / Workflow Management with Comprehenssive Audit, ROC, Consultancy Work Module
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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.
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CCH Practice / Workflow Management with Comprehenssive Audit, ROC, Consultancy Work Module
- 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 2 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 5 • 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 6 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
- 8. Confidential - CCH ProSystem India Private Limited 7 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 8 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: 9 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 10 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) 11 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.