Have you ever shuffled through papers on a co-worker’s desk to locate an important file? Or worse yet, have you ever looked for a file for hours but never found it? With a traditional file room, these issues will never go away. But when you implement CCH ProSystem fx Document, they’ll be a distant memory. Document stores all of your firm’s papers in digital files that can be found with just a few clicks.
With all of your documents in a central repository — including tax returns, client correspondence, employee records and email messages — you’ll be able to help your clients in record time.
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Store, manage, retrieve
Electronically file your returns and store them for the appropriate time periods based on the firm’s record retention policy and mark them for automatic destruction upon expiration. File retrieval is also as easy as can be — search by client name or ID, file name, or key file properties such as assigned classes and subclasses or keyword.
Support your workflow
Customize the configuration and layout of your Document homepage to support the workflow processes in your firm. Plus, storing emails and files outside of the standard archived folders means that your workflow will remain unaffected even in the event of a hard drive crash or theft.
Document management, simplified
Quickly access many key functions to help you organize, manage and maintain your documents, including lock, check-out, check-in, version history, direct editing, discussions and overdue check-out notification. CCH ProSystem fx Document also integrates with other CCH® ProSystem fx® Suite products and Microsoft® Office® for seamless file storage and access.
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Evolve your firm efficiency with the premier tax document software suite
Considering cloud-based document management?
If you are interested in a cloud-based alternative to CCH ProSystem fx Document, consider CCH Axcess™ Document. When uploaded to CCH Axcess Document, files are encrypted immediately and remain so while in storage and when passed over the internet. CCH Axcess Document's hybrid storage option lets you choose to store your documents in the cloud or on local firm-hosted storage. Whether you store your documents on-premise, in the cloud or with a 3rd-party host, you benefit from integration with the CCH Axcess platform common client database and other cloud benefits.
Recommended CPA firm resources
Check out these eBooks and resources to discover how you too can benefit from efficient document management.
5 document management strategies for long-term productivity
The need for firms to be more agile has never been greater. Unfortunately, many firms are bogged down in paper and paper-based processes that limit productivity and profitability. Document management is a key component to a modern firm. Any effort to modernize a firm's processes should take into consideration long-term goals while leaving room for firms to pivot on the fly when needed.
Digital tax workflow
A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return to the client and onvoicing. Automated tax prep workflow software creates faster processes, which save your staff time while satisfying clients.
Document management vs document storage
Learn to spot the differences to ensure you get the features you need.
Document management is a key component of an end-to-end digital tax workflow
Take part in a live demo of CCH ProSystem fx Document to see the full feature set in action.
Additional resources
Seamless integration with CCH Axcess™ Portal
Give your clients on-demand access to the files and information they need — when they need them. CCH Axcess Portal allows clients to view documents through a secure web-based portal, eliminating the need for your business to mail paper communications, like source documents.
Achieve seamless workflow with the CCH ProSystem fx Suite
Maximize productivity and profits with integrated tax and accounting tools. The CCH ProSystem fx Suite improves workflow with integrated solutions including document management, firm management, knowledge management, and client collaboration.