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Document management insight

Webinar: How to share and manage practice employee documentation with the HR function

2020-07-01T13:08:25+01:001 July 2020|Categories: Video Webinar|Tags: , , , , , , |

Watch the final part of this webinar series with Evan Jones and Nick Moss, to see demonstrations of how you can use the HR function in CCH Document Management to share and manage your employee documentation safely and securely.

Document Management Webinar Series: How to manage practice employee documentation with the HR function

2020-05-19T16:29:04+01:0019 May 2020|Categories: |Tags: , , , , |

Keep connected with your practice and clients with CCH Document Management and CCH OneClick. Join this 3-part webinar series with our experts for best practice tips and demonstrations of how the software can help you to continue to manage your practice remotely, during any uncertain times.

Document Management Webinar Series: How to work collaboratively with your clients when working remotely

2020-05-19T16:26:28+01:0019 May 2020|Categories: |Tags: , , , , |

Keep connected with your practice and clients with CCH Document Management and CCH OneClick. Join this 3-part webinar series with our experts for best practice tips and demonstrations of how the software can help you to continue to manage your practice remotely, during any uncertain times.

Document Management Webinar Series: How to stay connected with your practice when working remotely

2020-05-19T16:33:14+01:0019 May 2020|Categories: |Tags: , , , , |

Keep connected with your practice and clients with CCH Document Management and CCH OneClick. Join this 3-part webinar series with our experts for best practice tips and demonstrations of how the software can help you to continue to manage your practice remotely, during any uncertain times.

Webinar: How to use CCH OneClick for secure online collaboration and communication with your clients

2020-04-16T15:54:00+01:0016 April 2020|Categories: |Tags: , , , , , |

Join this webinar with Natasha Kobrak who will provide best practice guidance and demonstrate online file transfer, messaging and collaboration functionality within CCH OneClick.

Maximising on automation to boost your bottom line

2018-11-21T17:20:17+00:0017 September 2018|Categories: Practices, MTD, Accounting, Cloud technology, Digitalisation, Document management|Tags: , , , , |

Capturing and processing invoices for bookkeeping is a small task in the bigger picture of accounting today. Yet, it’s enough to make any accountant groan and slow down procedures.

Webinar: Improve your practice efficiency with CCH Document Management

2019-05-23T10:07:40+01:004 September 2018|Categories: Practices, GDPR, Document management, Video Webinar|Tags: , , , |

A one hour webinar to find out how CCH Document Management makes it easier and safer to manage and share information in an accounting practice.

Facing today’s challenges with document management

2019-10-25T16:46:45+01:0028 August 2018|Categories: Practices, GDPR, Digitalisation, Document management|Tags: , , , |

Paperless business is a reality. The rapid reduction of paper usage is well underway as more businesses evolve from physical document storage to digital document management systems.

Webinar: Why Basecone is the best for digital document automation

2018-11-21T17:23:18+00:0025 August 2018|Categories: Practices, MTD, Cloud technology, Digitalisation, Document management, Video Webinar|Tags: , , , , |

Watch this one hour webinar where you can explore the the vast functionality of Basecone and find out how automated invoice capture, coding and posting wi