This cloud-based software that simplifies the creation and management of trusts and companies, reducing both cost and risk whilst enhancing the service you provide to your clients. Additionally, it provides guidance, with suggested workflows supported by legally reviewed content to ensure compliance with the regulations and obligations associated with management of company and trust entities.
CCH Entities is everything you need to manage your trust and company administration effectively and competently.
Wolters Kluwer wins Service Provider Award
2023 Australasian Lawyer Service Award in the Legal Services category
Our Trust Administrator has actually been recommending CCH Entities Trust Manager to law firms. I can’t believe law firms wouldn’t have the software, they need this kind of tool!
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CCH Entities
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Company Manager Module
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Trust Manager Module
Benefits
- One Source of Truth - all company and trust documents stored in one location readily at hand
- Configurable workflows - decrease administrative time with workflows to guide staff through the process
- Client portal – for key stakeholders to access to their company and trust information in one secure easy information point
- Health checks – identifies potential issues and reduces time and effort in ensuring compliance
- Legal commentary - the software is supported by NZ tax and trust experts, peace of mind the content is up-to-date
Features
- User Portal
- AML/CDD Admin - Capture and report AML/CDD information
- Manage tasks with an Outlook interface
- Online Signatures
- Document Creator
- Workflow Creator
- Electronic ID Verification
- Report suite
The Company Manager Module covers key activities in a New Zealand company's life, from incorporation, adopting a constitution, transfer and issuance of shares, and annual general meetings to liquidation and removal from the register.
NZCO integration - Company information is directly imported from NZ Companies Office including Company details, shareholder/holding details, annual return date, and directors details. File the AR and update director’s details directly to NZ Companies Office.
Shares - Transfer and issue shares and create all associated documentation.
Documents - Choose from over 300 templates to create various documents such as procedures, letters, minutes, certificates, reports, and more. Each template includes necessary forms and practical guidance for key company events.
Procedural Workflows - For expert practical guidance, use one of our 60+ procedural workflows, covering all the key events in a company’s lifecycle.
Registers - Create and maintain registers including Register of Directors, Register of Directors Interests and Share Register.
Efficient - Integrates with practice management suites such as Xero PM and CCH iFirm to remove data duplication and provide one source of truth.
An introduction to CCH Entities Company Manager
Wolters Kluwer has been providing content and software for trusts for over 20 years. In that time, we've developed a deep understanding of the challenges faced by law firms and professionals who manage trusts. We know what works (and what doesn't), so we built the CCH Entities Trust Manager with those insights in mind.
With the Trust Manager module, all the core documents are stored in one place and can be shared via the client portal to enhance communication, meet disclosure obligations and facilitate collaboration in managing trusts.
Expert content - Trust Manager comes complete with a comprehensive collection of practical trust documents, templates and other resources developed by leading trust specialists, and if your firm already has a collection of precedents and documents that you would like to continue using, they can be easily set up in Trust Manager to merge with your trust data.
People Register - A register of each person associated with a trust and their roles and responsibilities.
Trust Summary Report - provides everything you need to discuss with clients at annual review meetings
Documents - Trust Manager has a comprehensive collection of over 130 practical trust documents, templates, precedents and workflows. Legislative changes and case precedents are monitored to ensure timely and well-considered amendments to deeds and documents. You can also add your own documents - pre-existing completed precedents and documents can also be attached to the relevant trust.
Procedural Workflows - For expert practical guidance, use one of our 50+ procedural workflows, covering all the key events in a trust’s life cycle.
Assets - Record all the trust assets, liabilities and loans between parties.
Gifting Accounts - Gifting accounts can be set up for each person who has made advances to a trust.
Efficient - Integrates with practice management software to remove data duplication and provide one source of truth.
An Introduction to CCH Entities Trust Manager
Prior to implementing CCH Entities Trust Manager, our trusts were all over the show – paper files and folders everywhere. Given we had 600-700 trusts, we needed something to help us manage this more efficiently. Now it’s fantastic. We have it all in the one place!
Expert Insights
Guide to Trustee Duties and Acting as a Trustee
A concise summary of what it means to be a trustee and the mandatory and discretionary responsibilities of the role.
Guide to the Role of the Special Trust Adviser
A concise summary of the role of special trust advisers and the parameters of the role.