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CCH Document Management customer stories

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McPhersons Chartered Accountants

2019-09-30T10:31:13+00:0030 September 2019|

McPhersons Chartered Accountants is a well-established firm on the south coast employing 25 permanent staff and offering business advisory services, as well as traditional accounting, audit and taxation services. “Accountancy today is about providing real-time information and looking to the future of the client’s business, not giving a historical view of past performance.”

Loucas

2019-09-30T09:58:25+00:0030 September 2019|

Loucas is a long-time user of Wolters Kluwer products for compliance and practice management, having migrated through different versions of the software for almost thirty years. “There’s no room for old-school inefficiency. For some time now we’ve looked at how to maximise our efficiency by taking advantage of digital technology to reduce our costs. For us, that’s not the future. It’s the present!”

Haigh & Co

2019-07-05T13:21:58+00:005 July 2019|

Haigh & Co makes the most of Making Tax Digital for VAT with CCH OneClick. The firm was an early adopter of CCH OneClick for Making Tax Digital for VAT, installing the software in 2018 in the lead up to this latest compliance challenge. “We no longer have to check with the client or with HMRC if a payment has been made or a refund given. We have greater visibility as the information is all there, recorded in CCH OneClick. This is proving a great time-saver.”

DSA Prospect

2019-06-25T12:20:18+00:0025 June 2019|

DSA Prospect takes Making Tax Digital for VAT (MTDfVAT) in its stride with CCH OneClick which tracks submissions and payments made to HMRC.... “Wolters Kluwer helped us to get to grips with what’s required on MTDfVAT and how we can use the software effectively to comply.”

Annie Manly & Co Ltd

2019-06-20T12:01:36+00:0019 June 2019|

Annie Manly & Co Ltd is an expanding independent firm of accountants, handling accounts and tax matters for private individuals and businesses. They have a broad client base that ranges from ambitious start-ups to established companies. To serve these clients, and free up time for advisory work, the practice adopted CCH Accounts Production and tax software and subsequently CCH Document Management and CCH Practice Management software.

Moore Stephens South

2019-05-28T15:39:46+00:0028 May 2019|

From offices in Guildford, Salisbury, Southampton, Chichester and Newport on the Isle of Wight, Moore Stephens (South) LLP serves around 4,000 clients. A long-time user of the CCH Central suite the compliance software has supported the business since 2001, together with software for practice management, document management and audit automation.

AG Tax

2019-01-23T12:48:04+00:0022 January 2019|

“The team can see for themselves how much time CCH Document Management saves. We no longer spend ages searching for a document, let alone wait for 24 hours to retrieve boxes from storage, as used to be the case.”

TWP

2018-11-21T17:02:11+00:0019 October 2018|

Realising it's impossible to guarantee the security of standard emails, this practice is using a secure client portal to send and receive files and messages.

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