The Professional's First Choice - CCH Australia

CCH ProSystem Document
Once your client source documents are electronic,
they can be stored using CCH ProSystem Document,
the complete electronic storage solution designed
for accountants. CCH ProSystem Document securely
maintains your firm’s client source documents, financial
documents, emails and more.
Storing and retrieving documents are just a few clicks
of a mouse with CCH ProSystem Document. From tax
returns to client/authority correspondence, to employee
records and emails - CCH ProSystem Document is the
virtual central depository storage solution for all your
paper documents for many years. It saves you space to
store physical file, saves you time to search for it and is
accessible anytime and anywhere remotely.
Key features:
Document Manager – Allows you to index, store,
track, search, and retrieve all electronic files in your
organisation.
Records Management – Includes the ability to retain
unalterable record copies and easy retrieval during the
retention period, plus easy destruction of records at the
end of the retention period.
Client Portal – Collaborate with your clients/mobile
staff remotely via the secured client portal, providing
the ability to make any size document available
instantly.
Streamlined Document Process – Wizards enable
automatic document indexing and publishing directly
from in-house applications to the document manager.
Document Retention – A one-time setup of retention
periods sets the expiration dates for any type of
document to ensure it purged from the system at the
appropriate time.
Audit Trails – Track the history of documents so you can
know who has viewed, edited and checked documents
in and out, along with customisable version controls.
Highly integrated with other CCH ProSystem Office
Suite applications.
CCH ProSystem Engagement
Standardise your firm’s compliance and audit processes and
workpapers with electronic binders that mimic your physical
files and increase efficiency and productivity. Allow your
staff to access workpapers anywhere they have networked or
internet access.
Discover the solution that is saving firms up to 40% on each
of their engagements after the first year of implementation.
CCH ProSystem Engagement allows your firm to maximise
efficiency by moving toward a true paperless office.
Start your journey to move towards true paperless
engagements now!
Key features:
Automate first-year engagements with customised
binder templates, eliminating the hassles associated
with paper binders.
Efficiently review your workpapers side-by-side using
dual monitors.
User friendly interface that is similar to Windows®
Explorer-style and integrate with Microsoft® Office
applications and conversion into PDF files.
Scan related documents directly to the binder, archive
and store binder electronically for as long as you want
without worrying about them being misplaced and save
physical storage place.
Allow multiple staff members to work on an
engagement simultaneously and synchronise files with
various permission levels to maintain high data security
and integrity during all stages.
Highly integrated with other CCH ProSystem Office
Suite applications.
* Prices correct at time of printing and subject to change.
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