CCH Document Management

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CCH Document Management has been designed specifically for accountants to help them store, search and retrieve emails, softcopy and paper documents

CCH Document Management software makes it easier and safer to manage and share information in an accounting practice, including emails and attachments, softcopy documents, PDFs and scanned originals. Because it uses client and contact information held in CCH Central, the filing overheads often associated with document management are eliminated.

How this software can help your practice

Full email support

Full email support

Drag and drop emails and attachments directly into the client file; use the dedicated 'Send and file' button for single-click email filing. Eliminate unfiled or misfiled emails and the dangers of multiple, personal inboxes.

Take control of emails, Watch video

Automatic filing

Automatic filing

Because it's part of CCH Central the CCH Document Management software identifies emails and documents and so that it can file them against the correct contact with minimal intervention.

Simplify filing and retrieval, Watch video

Security

Security

User logons, 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.

Access anytime, anywhere.png

Access anytime, anywhere

Being out of the office no longer means being out of touch. Whether you're on the road, at a client's site or working from home, documents and emails are all still instantly available.

Document creation

Document creation

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

Workflow

Automate the movement of letters and documents through the practice by applying workflow templates.

Automate document handling, Watch video

Get in touch

CCH Document Management software is part of Wolters Kluwer's suite of software products which share data through CCH Central, making it possible for you to report, access and use tax, accounting and practice management information across the entire practice.

*Calls made to the number featured in the video cost 7p per minute plus your phone company's access charge.

Featured Download

CCH Document Management - the solution from Wolters Kluwer to deal with all sources of information.

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