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.
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.
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.
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.
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.