Taxprep Integrates with CCH Practice, Linking Client, Project, and Time & Billing Information
Taxprep, CCH’s flagship personal tax, corporate tax, and trust return preparation software in Canada, is now integrated with CCH Practice, the practice management component of the CCH Accountants’ Suite. This integration, announced last week, provides users with workflow and time and billing efficiencies that improve productivity, accuracy and profitability.
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“Taxprep has become the premier tax preparation software for accounting firms across Canada. At the same time, the recently-introduced CCH Accountants’ Suite is fast becoming another vital productivity solution for these firms. We’ve taken the first steps in an ongoing plan to build integration points among these solutions, so that we can give our customers increasingly powerful tools and capabilities that will make them more efficient and more profitable,” Ian Rhind, President and CEO of CCH in Canada said in a statement announcing the integration. “The integration of Taxprep with CCH Practice is a demonstrations of our commitment to our customers, and a response to their feedback to create a truly Canadian solution that advances their workflow efficiency.”
The integration of Taxprep and CCH Practicebrings major efficiencies in the areas of:
- Client Profile when the Taxprep user edits or modifies client data, the changes are automatically updated in every database in which that client information resides. The client Profile in CCH Practice also integrates with Microsoft Outlook.
- Clock Functionality the clock function in CCH Practice is now linked with Taxprep, so users can easily and accurately track the time they have spent preparing returns. When the return is closed, the user then has to submit their time transaction to CCH Pratice for easy billing.
- Project Management tracking the tax preparation process during tax season is always a challenge. CCH Practice’s project management automatically keeps track of the overall process without users having to use cumbersome paper tracking forms.
Taxprep, CCH Practice and CCH Accountants’ Suite are available in Canada by contacting a CCH Account Manager at 866-426-6216. More information is also available online at www.cch.ca.