What Wolters Kluwer software do you use in your group?
Could you tell us a bit about CCH Central?
First of all, CCH Central is a central database holding all of our client and contact details, but it’s much more than that; it’s also an interface to all the individual programs in the CCH Central suite, so there’s a consistent front end to everything.
The Central “home pages” display information from the different applications together on a single screen. In
Having Central means that the latest information is always to hand and always visible.
What would you say are the benefits of having a single, integrated suite of software from Wolters Kluwer?
I’d say that the single biggest benefit is efficiency. You have names, addresses and contact details, all held in a single, central location and available across the entire suite of applications. You only have to update data in one place and once you’ve done that it’s correct for everyone, everywhere.
Integration doesn’t just make it easier to enter data; it also makes it easier to use it. When information is held in separate applications you often have to swap between them to find out everything you need about a single client, but with CCH Central everything is in one place and it’s easy to access.
A single database also makes reporting easier. With an integrated reporting tool we can open up the entire suite to mine and report on data, for
And what about the benefits of connectivity?
As well as integration across the whole suite, there is also connectivity between individual applications. So, for example, there’s the connectivity between Accounts Production and Personal Tax for business profits, and when a tax return is filed online with HMRC a copy is automatically saved in CCH Document Management for that client, so you can tell at a glance that it’s been done. That kind of thing is only possible when all the software comes from a single supplier and it definitely makes for a more efficient operation.
How does CCH Document Management fit into the integrated suite?
We’re really only at the beginning of the Document Management project, gradually moving clients across from the predecessor Wolters Kluwer product, Singleview.
We started with all our admin and non-client data such as timesheet controls, bank entry, internal financial and IT data – all the stuff that’s essential to the smooth running of the practice; we’re now starting to load up the client data. We’re also looking at using Document Management to store personal information for each employee, such as softcopy payslips, that they will be able to access securely.
Because Document Management integrates with Central, it can use the information that’s already in there which makes it easy, for example, to file emails against clients.
Document Management is a much better solution than having open network folders which can be moved or deleted by accident. You can send links to other members of the team which will take them directly to a document stored in the database, knowing it will still be there when they need to access it.
CCH Document Management is very flexible, so we can tailor it to our precise requirements and set it up to reflect exactly how the Group operates.
What are your future plans for the CCH Central suite?
We’re very interested in the CCH Portal that’s just been launched.
For us, there are two big issues surrounding client communication: firstly we want to reduce the amount of paper that’s in circulation but, at the same time, we need to make sure that we maintain the security of client information.
With new legislation expected on the use of email for sending personal data, CCH Portal seems like an ideal way to address both these issues. And because CCH Portal is integrated into the rest of the CCH Central suite it means keeping everything together in one place, which is obviously more efficient.
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Moore Stephens is the UK’s eleventh largest independent accounting and consulting network with over 1,400 partners and staff in 33 locations.
Caroline Wellsted is responsible for IT services in a group of five Moore Stephens offices in the south of England (Salisbury, Southampton, Chichester and the Isle of Wight plus Guildford). Here, she talks about the advantages of using an integrated software suite from Wolters Kluwer.