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Removing Management from Practice Management

Peter Henley, Clark NuberPeter Henley thinks practice management systems are too complex. And the senior IT diretor Clark Nuber is busy pulling apart  CCH ProSystem fx Practice Management and running elements as separate pieces for the Bellevue, Wash.-based firm.

"We are in the process of taking our central contact data base out of time and billing and putting it in Dynamics CRM" Henley told an audience at a session at last week's AICPA Tech+ conference.

Henley said that the practice applications should be about time billing. As to the full-fledged practice management applications? "They try to be too much. I think that tool should be separated and not combined with all these other elements," he said.

One reason for pulling the database out of the system relates to the strictures that CCH places on the application. It does not allow others to write to the database, although that is changing and for the moment Clark Nuber has to key an important report into ProSystem.

The process of building the database within Dynamics CRM changes a basic way data is handled.

"It will be the central repository for client information like a company address book," he said. When users need information and fill out a form "that form feeds into Microsoft CRM instead of our time and billing system."

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