Transcript Slide 1
CCH Practice
Management &
Beyond CCH
Central
Lee Bennett
Nikki Ledic
Liz Waterson
Agenda
Introduction and product owner update
CCH Practice Management – what’s coming
CCH Central – future projects . . .
Central database management
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Who’s here
Lee Bennett
— Pre-sales product specialist
Nikki Ledic
— Senior Business Analyst
Liz Waterson
— Head of Professional Services
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Who’s not here
Savita Patel is the new product owner for
— CCH Practice Management
— CCH Document Management
— [email protected]
Ian Wilson is the product owner for
— CCH Central
— CCH Workflow
— CCH Portal
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CCH Practice Management – what’s coming
Third quarter 2012
Emailing client invoices and statements
Integration with CCH Document Management
Licensing
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Emailing bills
For Bills we need to provide this option in 3 areas
— Billing wizard
— Bills Ready to Print
— Billing tab
It will convert to PDF and attach itself to the email
Will form part of Email merge module
If you don’t have Email merge then we are thinking about still
providing the option to convert the bill to PDF?
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Emailing debtor statements
For statements
— Existing functionality allows you to produce and email a single
statement from the sales ledger screen
— To do them in bulk we are proposing to add an icon to the Email
group on the task bar available from the client search screen so you
can produce a list based on an Advanced Search or Smart Reports
Selection of debtor statement
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Integration with CCH Document Management
Will be developed in phases
— Phase 1
Saving Bills direct to the Document Centre
— Phase 2
Saving other documents – Tax & VAT receipts to the Document Centre
— Phase 3
Using the Document Store to hold billing templates
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Licensing
The VPM licence ceased to work when the new licensing module
was released in CCH Central
This will now be re-implemented
Still based on Live Timesheet users
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Beyond CCH Central
Opportunity management
CCH Fee Protection
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CCH Opportunity Management
Allows you to track opportunities
—New services to existing clients
—Prospects
Value of opportunity, stage of opportunity and
probability will all be captured
Win/Loss analysis reports and homepage controls will
be available
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CCH Fee Protection
Managing your scheme
Marketing your scheme
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CCH Fee Protection – Managing your scheme
The management of a fee protection scheme, whether full
practice cover or client decide scheme, is a burden on your
practice management and fee earning resource.
For both types of scheme, the client declaration process, at
renewal and throughout the year, is time consuming for you.
You have to spend unnecessary time looking through files to
identify which clients are on the scheme, which have paid and
which are not covered.
When an investigation arises, this adds to the complexity as you
again have to check with your records and CCH have to qualify if
the client is covered and if they are on your scheme.
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CCH Fee Protection – Marketing your scheme
Marketing
the scheme is time consuming – it takes up
too much fee earning and practice management time
for the financial reward it delivers.
It
costs you money and you would rather not do it, but
feel you need to own the relationship with your client.
You also want to set the tone of the material and
make sure it isn’t too ‘hard sell’.
You
do not have the marketing infrastructure in place
to make the sales effort efficient
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CCH Fee Protection
We are working closely with our colleagues in Fee Protection to ensure
these areas we have identified are covered.
Phase 1
— Provide a scheme management module
Allows the practice to manage which clients are on scheme
Automatically calculates Premiums due and IPT
Provides Reports to be submitted back to CCH
Phase 2
— Integrate with Practice Management
Allows bills to be generated for individual clients
Allows bulk billing at renewal date
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CCH Online Accounting
Twinfield is now fully integrated with CCH Accounts Production
Single sign-on
Integrated access to Twinfield homepage
Client record in Twinfield linked to client in AP
Synchronisation of data
— Chart of accounts
— Detailed transactional data from Twinfield to AP
— Adjustments from AP to Twinfield
Drill down from AP to TB and transactional data in Twinfield
Planned delivery Q3 2012
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CCH Company Secretarial
CCH is entering a partnership with BHIS to distribute Company
Secretarial from 1 August 2012 - pre-orders can be taken now
Features:
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Compiles and prints Companies House forms including annual
returns; also other statutory records such as Stock Transfer Forms,
Share Certificates and minutes of AGM and directors’ meetings
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eFiles forms at Companies House saving on filing costs for paper
forms
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Downloads data from Companies House so that a new client can
be set up from just the company’s registration number
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Software support to be provided by CCH
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Priced on number of companies created, e.g. around £900 pa for
100 companies
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