Simplify Your Workflow with Workstream

Effortlessly manage your workflow and translate your new efficiencies into billable hours
 
 
As busy season approaches, CPA firms across the country will be preparing for a deluge of new projects, from corporate audits to personal tax returns. Right around the first of the year, CPAs, inundated with various deadlines and documents delivered by clients at random intervals, will be wishing they had more assistance to help manage and keep track of the complex list of projects.
 
With ProSystem fx® Workstream, a dynamic new solution being delivered as part of the next generation of ProSystem fx, busy CPAs can offload some of that administrative burden. The sophisticated, full-featured workflow tool offers project templates for easy setup, customized views for administering project lists, easy import of government forms, and a dashboard.
 
Instead of juggling important dates in your calendar, ProSystem fx Workstream will keep on top of critical deadlines and allow you to track time spent on projects. The integrated dashboard will display project stats and set up notifications to let any individual or group in the firm know about an imminent project milestone.
 
“Let’s say I’m working on a 1040. I can choose to automatically notify my manager when the budget is approaching 10 percent of the original budget set, so I can make sure we’re still on track,” says Annie Brown, product manager.
 
Small projects can sometimes get minimal coverage in terms of time and resource allocation, but even the simplest of projects — for example, a property tax return — require resources and time to review. ProSystem fx Workstream can help by:
 
1. Assuring each task receives similar attention to detail and adherence to deadline, while spending resources wisely and efficiently.

2. Seamlessly integrating with the Time Capture, Billing and Accounts Receivable modules, as well as ProSystem fx Tax and ProSystem fx Document, so that users can update projects from anywhere in the suite.
 
“Now is an ideal time to review last year’s processes and figure out if there are any new tools that might automate some processes and streamline the operation,” Brown says. “CCH has a number of new solutions that can help firms do just that.”
 
Click here to demo Workstream.