Face today’s challenges
CCH Document Management
Digitally store, share and manage information no matter where it comes from.
Store all internal and client information
Bring together information internally and for you and your clients so you can store, share, and manage information no matter where it comes from.
Centralise customer emails
File all emails and related documents in a single, central location rather than spread across disconnected personal email inboxes.
Automatic filing
Because it’s part of CCH Central, CCH Document Management identifies emails and documents that it can file them against the correct contact with minimal intervention.
Security
User logins, audit trails and secure storage help protect company and client information and make disaster recovery easier. Implement a consistent firm-wide retention policy with automated expiry dates.
Instant access anytime, anywhere
Being out of the office no longer means being out of touch. Whether you or everyone engaged on a client job is away from the desk, documents and emails are instantly, simultaneously available.
Quick document creation and sharing
Create standard documents from easily edited templates, pre-populated with the contact information held in CCH Central, such as name, address, date of birth, and debtor balance.
Workflow
Automate the movement of letters and documents through the practice by applying workflow templates.
Working with CCH OneClick
CCH OneClick provides your clients with instant, secure access to documents, files you want to share with them, together with secure messaging and document approval.
Document Management Solutions
Find out how CCH Document Management can transform the storage and retrieval of documents for you
Store, search, share and retrieve emails, soft copy, and paper documents no matter where they come from.
Watch our short video to find out more.
CCH Document Management
CCH Document Management
Creating a connected practice
In a mobile and connected world, being out of the office shouldn’t mean being out of touch. Whether you are at a client’s office or working from home, documents and emails are all instantly available, securely protected by user logins and audit trails. Once they’ve been added to the system, documents and other items can be found and opened almost instantly.
Simplify email filing
With a dedicated ‘send and file’ button, and automatic address recognition, email filing is fast and accurate. Misplaced email addresses will become a thing of the past.
Automating your workflow
The Workflow system in CCH Document Management captures the way your practice works and uses decision trees and optional branching to create sophisticated workflows. These allow you to route documents around the practice, just like handing on a client file, but with automated alerts and tracking.
People interested in CCH Document Management also looked at
CCH Central
CCH Central is at the heart of the tax and accounting software suite. A fully integrated database that intelligently shares information, so it's available wherever and whenever it’s needed.
CCH Personal Tax
Simplify and streamline every step in the tax return and preparation process, from data collection and data entry through to review, approval and online filing.
CCH Accounts Production
Automate key processes, saving you valuable time to focus on opportunities for new business and adding real value to your client relationships.
“Before CCH Document Management, emails were being stored in people’s personal inboxes. If someone was out of the office, no one could access their emails.”
Darren Wingfield, Marketing Manager, Harlands