CCH Practice / Workflow Management with Comprehenssive Audit, ROC, Consultancy Work Module

CCH ProSystem India

• Workflow Management

• Practice Management

• Time & Resource Management

• Document Management

• Audit Management

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?

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


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


Software FlowClient

Creation

Inward

DocumentOpening 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


Reports – Workflow Management

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• 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


Work Modules - Auditing

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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


modified or new can be

created •Audit member can feed

data in Audit programs

and check list•Standard Audit formats


used and prepare final

audit report


Work Module - ROCROC Job

Creation

Minutes of

MeetingROC

Procedures

STD

Procedures

Templates

User Defined

Procedures

Templates

STD

Resolution

Templates

User Defined

Resolution

Templates

Procedures

linked with

MCA Forms

Perform

and Update

steps


Wolters Kluwer: A Quick Snapshot

8

Revenues €3.556 billion (2010) – Details visit www.wolterskluwer.com

Employees approx. 19,000 worldwide

Markets Legal, Business, Tax, Accounting, Finance, Audit, Risk, Compliance, and Healthcare

Operations Over 40 countries across Europe, North America, Asia Pacific, and Latin America

Headquarters Alphen aan den Rijn, the Netherlands

Stock listing Euronext Amsterdam: WLSNC.AS, stock code 39590, ISIN code NL0000395903; included in the AEX and Euronext 100 indices


About CCH ProSystem India:

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CCH ProSystem India is a Wolters Kluwer business startedas a Joint Venture with its Indian Partner eMudhraConsumer Services Ltd and was created with a vision toconceive and realise specific, powerful solutions for tax &legal professionals in the Indian market.


Progress So Far in India

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1. We acquired Mumbai based CA office productwith its well-established customer base.

2. Well-established Chennai based tax case lawproduct has been acquired by us and successfullyintegrated with CCH ProSystem Platform

3. Wolters Kluwer has recently acquired CTR (India’soldest Content Company) which will create crosssell & up sell opportunity


Progress So Far in India (continued)

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4. Appointed 24 Channel Partners spread acrossBangalore, Chennai, Hyderabad, Mumbai &Delhi

5. Toll free support system from Chennai @ CCHProsystem office.

6. Currently we have around 5200 Customers.