Secure online collaboration and communication
Collaborating with your clients remotely will be important as they attempt to steer their business through uncertain times. They will look to you to ensure that you can keep their business compliant and moving forward. Our software will enable you to do this through secure online communication and collaboration.
Advisors and clients share real-time information with Twinfield
Collaborate with the confidence that the system is as up to date as the last transaction and invoice posted. Advisors can view the live financial position so they can better advise on business-critical decisions. Collaboratively enable your customers to process transactions.
Collaborate with your clients and practice with CCH OneClick
CCH OneClick also provides a single secure and intuitive environment for client communication. Using the latest encryption standards, CCH OneClick allows your clients to view documents from wherever they are and from any device, and approve them or send requested information. Documents, including final accounts, tax returns, statements and bills, can be sent to clients for approval or rejection meaning no physical deliveries need to take place.
Fast and easy delivery with Basecone
Scan and deliver your documents in multiple ways. You can choose to upload the documents via Basecone, send them by email or upload on the go with the Basecone Spenser app. Submit documents and invoices, and authorise and submit declarations, no matter where you are.
First class security and control
Using data centres in Europe, data is protected by firewalls and anti-virus and encryption software, with independent security audits carried out quarterly. Permission settings allow control over who can access documents, giving you better security over your clients’ information. Implement a consistent firm-wide retention policy with automated expiry dates of documents.
Communicating with your clients with CCH OneClick and CCH Document Management
Your practice can access a single place where you can manage all client communications, and clients have their own document centre for instant access to all their important documents. Collaboration is cloud-based. Access is 24/7.