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.
File all emails and related documents in a single, central location rather than spread across disconnected personal email inboxes.
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.
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.
Automate the movement of letters and documents through the practice by applying workflow templates.