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
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.”
DSA Prospect
DSA Prospect takes Making Tax Digital for VAT (MTDfVAT) in its stride with CCH OneClick which tracks submissions and payments made to HMRC.... “Wolters Kluwer helped us to get to grips with what’s required on MTDfVAT and how we can use the software effectively to comply.”
Annie Manly & Co Ltd
Annie Manly & Co Ltd is an expanding independent firm of accountants, handling accounts and tax matters for private individuals and businesses. They have a broad client base that ranges from ambitious start-ups to established companies. To serve these clients, and free up time for advisory work, the practice adopted CCH Accounts Production and tax software and subsequently CCH Document Management and CCH Practice Management software.
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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
