Face today’s challenges with document management
Digitally store, share and manage information no matter where it comes from.
CCH Document Management
Make digital document storage and retrieval in the modern age easy.
Store all internal and client information
Bring together information internally and for you and your clients so you can store, share and manage information no matter where it comes from.
Centralise customer emails
File all emails and related documents in a single, central location rather than spread across disconnected personal email inboxes.
Automatic filing
Because it’s part of CCH Central, CCH Document Management identifies emails and documents that it can file them against the correct contact with minimal intervention.
Security
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.
Instant access anytime, anywhere
Being out of the office no longer means being out of touch. With the Practice Mobile app, whether you or everyone engaged on a client job is away from the desk, documents and emails are instantly, simultaneously available.
Quick document creation and sharing
Create standard documents from easily edited templates, pre-populated with the contact information held in CCH Central, such as name, address, date of birth and debtor balance.
Workflow
Automate the movement of letters and documents through the practice by applying workflow templates.
Working with CCH OneClick
CCH OneClick provides your clients with instant, secure access to documents, files you want to share with them, together with secure messaging and document approval.
Find out how CCH Document Management can transform the storage and retrieval of documents for you
Store, search, share and retrieve emails, soft copy and paper documents no matter where they come from.
Watch our short video to find out more.
“Before CCH Document Management, emails were being stored in people’s personal inboxes. If someone was out of the office, no one could access their emails.”
Darren Wingfield, Marketing Manager, Harlands
Creating a connected practice
In a mobile and connected world, being out of the office shouldn’t mean being out of touch.
Whether you are at a client’s office or working from home, documents and emails are all instantly available, securely protected by user logons and audit trails. Once they’ve been added to the system, documents and other items can be found and opened almost instantly.
Simplify email filing
With a dedicated ‘send and file’ button, and automatic address recognition, email filing is fast and accurate. Misplaced email addresses will become a thing of the past.
Automating your workflow
The Workflow system in CCH Document Management captures the way your practice works and uses decision trees and optional branching to create sophisticated workflows. These allow you to route documents around the practice, just like handing on a client file, but with automated alerts and tracking.
Webinar: Improve practice efficiency with CCH Document Management
Watch our one hour webinar to find out how CCH Document Management makes it easier and safer to manage and share information in an accounting practice.
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Related customer stories
McPhersons Chartered Accountants
McPhersons Chartered Accountants is a well-established firm on the south coast employing 25 permanent staff and offering business advisory services, as well as traditional accounting, audit and taxation services. “Accountancy today is about providing real-time information and looking to the future of the client’s business, not giving a historical view of past performance.”
Loucas
Loucas is a long-time user of Wolters Kluwer products for compliance and practice management, having migrated through different versions of the software for almost thirty years. “There’s no room for old-school inefficiency. For some time now we’ve looked at how to maximise our efficiency by taking advantage of digital technology to reduce our costs. For us, that’s not the future. It’s the present!”
Haigh & Co
Haigh & Co makes the most of Making Tax Digital for VAT with CCH OneClick. The firm was an early adopter of CCH OneClick for Making Tax Digital for VAT, installing the software in 2018 in the lead up to this latest compliance challenge. “We no longer have to check with the client or with HMRC if a payment has been made or a refund given. We have greater visibility as the information is all there, recorded in CCH OneClick. This is proving a great time-saver.”
Related insight
Maximising on automation to boost your bottom line
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
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
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.
“It’s not just retrieval that’s easier with CCH Document Management; standalone scanning involved a lot of manual intervention, but the process is now integrated into the system so filing is automatic.“
Julian Payne, Partner, Clifford Roberts