AstuteMed transforms workflow management and enhances billings with CCH iFirm

Optimal workflow management

AstuteMed had been using Xero Practice Manager but was facing significant challenges with workflow management that was impacting their ability to effectively oversee the workflow and monitor jobs lists of their team.

The firm was also keen to implement an integrated Client Portal tool, which enabled digital signing of documents, to reduce risk of lodgement delays. This ultimately led the firm to adopt CCH iFirm integrated Practice Manager, Client Portal and E-Signature tools to better manage their job workflows.

Adopting CCH iFirm has provided the firm’s partners at a glance visibility of Aged WIP and WIP days, thus helping to improve cashflow management. Being able to run Client Profitability Reports allowed the team to appropriately increase fees for clients who were being undercharged, and in fact, the firm was able to increase pricing across all clients. Visibility of revenue for the month and billable time allowed a laser focus on meeting targets, with business growth at approximately 13% YoY.

“The system facilitates the prioritisation of jobs, ensuring that all accounting staff have a transparent understanding of their daily tasks. The feature to track job statuses simplifies the process of following up on missing information and monitoring the progress of various groups. Furthermore, directors can now effortlessly view job lists at any moment to determine which tasks are ready for review and billing,” he said.

“Moreover, the enhancement of our client database has elevated it to become a comprehensive source of information, offering greater detail and accessibility.”

Enhancing client service delivery

Sandeep credits CCH iFirm to elevating their service delivery to clients and improving client satisfaction.

“One of the most notable improvements since adopting CCH iFirm is its enhanced visibility into each job's progress. The platform's robust tracking features enable us to monitor each task's status in real-time, from inception to completion. This visibility is crucial for identifying bottlenecks early, reallocating resources when necessary, and ensuring that every job stays on track to meet its targeted due date. By having a clearer overview of each job's timeline, we can make informed decisions that optimise our workflow and enhance our productivity.

“CCH iFirm also facilitates better planning and prioritisation of tasks. With its comprehensive dashboard and reporting tools, we can easily assess workload distribution and prioritise tasks based on urgency and importance. This prioritisation ensures that critical deadlines are met, and client deliverables are completed within the agreed timelines, thereby enhancing client satisfaction and trust in our services.

“The platform also plays a pivotal role in improving client communication. With CCH iFirm, we can provide our clients with regular updates on the progress of their jobs. This communication is not just limited to notifying clients when a task is completed; it extends to sharing milestones and any challenges encountered along the way. Such transparency not only keeps clients informed but also fosters a collaborative relationship where clients feel more engaged and reassured about the handling of their affairs.

“Furthermore, CCH iFirm's integration capabilities mean that data flows seamlessly between different modules and systems, reducing the need for manual data entry and the associated risk of errors. This integration streamlines the workflow further, allowing our staff to spend more time on value-added activities such as strategic planning, client consultation, and personalised service delivery.”

Empowering and supporting staff

Adopting CCH solutions has also had a transformative effect on the firm’s staff.

“The platform's user-friendly interface and robust support system have also significantly reduced the learning curve, allowing our team to adapt quickly and fully leverage the capabilities of the solutions. The positive feedback from our team and clients alike underscores the value that CCH solutions have brought to our firm. The ease with which we can now oversee and manage our workflow, coupled with the tangible improvements in job execution and client satisfaction, makes CCH solutions an invaluable asset to our firm. For these reasons, I wholeheartedly endorse CCH solutions to other firms looking to elevate their workflow management and operational efficiency.

AstuteMed has also adopted CCH iKnowConnect and CCH Learning knowledge solutions, to help foster a culture of continuous improvement and excellence.

“CCH iKnowConnect, CCH Learning and CCH Learning Fundamentals platform is a cornerstone of our commitment to fostering a knowledgeable, versatile, and highly skilled accounting team. It represents our investment in the future of our staff and the quality of service we provide to our clients, ensuring that we continue to deliver excellence in every aspect of our work.”