CCH Accountants Starter Pack

We may be a bit smaller, but

fundamentally we’re no different

to any other accounting practice.

Until now, smaller firms have faced a stark choice: Buy cheaply, knowing that

the practice will soon outgrow the limited functionality of traditional ‘smaller

practice’ software? Or buy the best at a time when funds are limited?

The CCH Accountants’ Starter Pack offers a perfect alternative.

You get exactly the same software as in the full CCH software suite – it’s simply been configured for a smaller practice and priced accordingly. No unnecessary limitations. No compromises on quality.

The CCH Accountants’ Starter Pack has been designed for:

n An accountancy practice with less than 600 clients n Up to two partners, with a maximum of ten users

n A single legal entity with a single office, requiring only one database

The CCH Accountants’ Starter Pack includes standard accounts formats for limited companies, partnerships and sole traders together with tax returns for individuals, partnerships and limited companies.

The practice management system is pre-configured with standard codes for chargeable and non-chargeable work, a fee note template and debtors’ statements. Four levels of employee security are available, from timesheet operator to system manager.

2

Make the right choice now and you’ll never face that problem.

The CCH Accountants’ Starter Pack already covers the most common practice requirements and client scenarios but extra modules can be added as required. For example, you might want to add the Web Timesheets module, so that staff can enter timesheets on the go using mobile devices. Or, as you take on more clients, you could add specialist accounts formats to deal with specific client requirements.

Adding modules and unlocking extra functionality is simple. You don’t have to abandon the software you’re already familiar with, there’s no data conversion and no need to re-train staff.

I need a system that will be ready

to grow when we are.

Some software systems aren’t planned, they just happen. Take an accounts production application from one vendor, add someone else’s personal tax and a separate practice management system then set up a few spreadsheets to handle basic corporation tax...

Before you know it, you’ve created a monster! Staff waste time copying and pasting information between systems, contact details have to be updated in several places, the spreadsheets need endless adjustments and corrections.

A fully integrated suite overcomes all these issues.

The CCH Accountants’ Starter Pack uses the acclaimed CCH Central integration and database technologies. Information is entered just once, then it’s available throughout the practice via personal, customisable ‘home pages’. The browser-style interface makes it easy to find and use information. Staff can check on outstanding work; partners get an instant overview of the practice from which they can drill down to an individual client in a couple of mouse clicks.

The less time you and your staff spend on unnecessary admin, the more time you have available for chargeable work. Over weeks and months, these small amounts of time add up.

I don’t have time to waste. There aren’t

enough hours in the day as it is!

Prices for the CCH Accountants’ Starter Pack are based on the number of tax returns and final accounts that you produce, with options between 50 and 600 per year.

You only pay for what you use.

Because the CCH Accountants’ Starter Pack uses the same software as you’ll find in the full CCH software suite, you get all the power and functionality you’d expect from a market-leading brand (CCH Personal Tax, for example, achieves some of the highest online filing success rates in the UK). But you also get some things you might not expect:

n Pre-implementation advice – Includes an online presentation to explain the process and help you plan ahead. n Installation and setup – Our consultant will import clients and contacts, configure the software and provide

initial training (depending on the options you select).

n Online training courses – Your staff will have access to professionally prepared multimedia training

presentations, recorded and stored on our website so they can learn at their own pace and at a time and place that suits them.

Four versions of the CCH Accountants’ Starter Pack are available

n Accountants’ Suite n Accounts and Tax n Practice Management

n Document Management (available as an add-on to one of the above)

CCH software suite product or module Accountants’ Suite Accounts and Tax ManagementPractice ManagementDocument

CCH Central

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CCH Client Import Wizard

3

3

3

3

CCH Central Reporting

3

3

3

3

3

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I don’t want to pay the earth, but

I still expect reliable, feature-rich,

integrated software.

5 4

CCH Central

delivering a competitive advantage

The CCH Accountants’ Starter Pack uses software from the CCH software suite.

At the heart of this integrated software suite is CCH Central which combines

information from multiple applications on customisable ‘home pages’.

CCH Central redefines the meaning of

‘integrated software’. Data from across

the practice can be extracted, reported on

and used for CRM, business development

and practice management.

The intuitive, browser-style interface

makes it easy for everyone – even

occasional users – to use the software.

Because CCH Central operates across

the entire software suite you only have

to learn a function once to be able to

use it anywhere.

Data management

CCH Central eliminates wasted effort and eradicates errors

with a single, central database so you only have to enter and

update information in one place. And because CCH Central

works across your software suite, you get a complete picture

of your clients and your practice without constantly swapping

between applications.

Reporting

Using CCH Central Reporting, even non-technical users can construct complex reports, simply by

dragging and dropping fields. Data can be drawn from multiple CCH applications and presented in

a single report. Simplified cross-client and cross-application reporting enables rapid data mining,

opening up new markets and opportunities.

CRM and business development

CCH CRM powered by Workbooks is integrated

with CCH Central so you can grow your practice

and engage with your clients using the information

and skills you already have. The cloud-based CRM

system improves the efficiency of the entire

marketing and business development process,

from running events and capturing web queries

to managing your new business pipeline and

measuring the return on your marketing spend.

Managing KPIs

CCH KPI Monitoring enables you to manage

business-critical events, deadlines and

tasks occurring across all your applications.

When a trigger condition – such as overdue

information, excessive WIP or a completed tax

return – is met, the software sends out an alert

email which can include a report on the exact

status of the key performance indicator being

monitored. You can also use it to automate the

production and distribution of regular practice

reports.

Workflow

CCH Workflow allows you to manage tasks across your entire software

suite. Workflows can be triggered by an event – such as setting up a

new client – or by the completion of another workflow, and can be

extended to interact with third-party systems. CCH Workflow helps you

monitor deadlines, avoid resource bottlenecks and focus on managing

end-to-end client relationships rather than just individual jobs.

Wolters Kluwer is one of the world’s largest providers of tax, accounting and audit

software, information and services.

As a global market-leader with annual revenues of over

€

3.5 billion, operations

in 40 countries and more than 18,000 employees worldwide

, our software,

information and services deliver smart tools, vital insights, timely training and the

guidance of subject-matter experts.

In the UK our products and services – supplied through the CCH and Twinfield

brands – support more than 20,000 professionals. We work hard to help you

improve efficiency and reduce compliance risks so you can use more of your time

to build stronger relationships with your clients.

The Wolters Kluwer difference

97%

of

the top 100

accountancy

firms use a

Wolters Kluwer

product

54%

of FTSE 350

companies use a

Wolters Kluwer

product

www.cch.co.uk/software

[email protected]

Wolters Kluwer (UK) Limited. Registered in England and Wales, No 450650. Registered Office: 145 London Road, Kingston upon Thames, KT2 6SR, United Kingdom.

Call:

0844 561 8181

Visit:

Find out more about the

CCH Accountants’ Starter Pack

For more information about the CCH software suite:

[email protected] www.cch.co.uk/software