ProSystem fx® Document

Minimize the costs associated with managing paper documents.

Have you ever shuffled through papers on a co-worker’s desk to locate an important file? Or worse yet, have you ever looked for a file for hours but never found it? With a traditional file room, these issues will never go away. But when you implement ProSystem fx Document, they’ll be a distant memory. Document stores all of your firm’s papers in digital files that can be found with just a few clicks.
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With all of your documents in a central repository — including tax returns, client correspondence, employee records and email messages — you’ll be able to help your clients in record time.

Storing files in one centrally located, organized digital repository will save your firm significant time when searching for files previously stored in multiple locations.

In addition to effortless searching, Document also lets you:

  • Customize the configuration and layout of your Document homepage to support the workflow processes in your firm.
  • Search by client name or ID, file name or key file properties such as assigned classes and subclasses or keyword, so file retrieval is quick and easy.
  • Electronically file your returns and store them for the appropriate time periods based on the firm’s record retention policy and mark them for automatic destruction upon expiration.
  • Reduce risks related to hard drive crashes or laptop thefts by storing emails outside of the standard, archived email folder.
  • Quickly access many key functions to help you organize, manage and maintain your documents, including lock, check-out, check-in, version history, direct editing, discussions and overdue check-out notification.
  • Integrate with other ProSystem fx products and Microsoft® Office®.

ProSystem fx Document is an on-premise solution, but if you are interested in working in the cloud, consider CCH Axcess™ Document – the document management module of CCH Axcess. 

CCH Axcess™ Document helps you digitally organize and manage the full range of documents found in your firm — from tax returns to client correspondence, employee records and email. With your files centralized in a single, searchable database it's fast and easy to find what you need, when you need it.

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Training and Consulting

ProSystem fx Document Implementation Consulting is designed to ensure a smooth implementation of ProSystem fx Document. You’ll work with a single point of contact throughout the entire implementation process to meet all implementation objectives. These sessions are specifically designed for customers that are migrating from foundation Document to ProSystem fx Document.

Course Objectives

  • Review hardware, software and bandwidth requirements and recommendations
  • Analyze existing data for import into ProSystem fx Document
  • Install the Smart Chart
  • Configure firm setting and defaults
  • Learn to create clients and staff
  • Configure security
  • Import clients
  • Migrate existing data

Who Should Attend? IT Personnel

Program Information

  • Prerequisites: Working knowledge of general IT topics (e.g., networking and server operating systems)
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • No CPE ceertificates

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Our consultants will facilitate a step-by-step approach designed to integrate Document into your document management workflow in a way that meets your unique business needs. During this highly interactive session, the software will be configured to reflect every important best practices decision, which will be documented in a custom Policies & Procedures Guide.

Course Objectives

  • Understand managing and working with files in Document
  • Create a file migration and location plan to address your existing electronic information
  • Develop a scan workflow for paper documents
  • Maximize integration with other paper documents
  • Understand all file properties and setup a class/subclass list
  • Configure firm-wide setting, defaults, lists and user options

Who Should Attend? The Document Champions Team

Program Information

  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Business Management & Organization - 8 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Guidance in setting up and configuring Document is crucial in order to ensure every vital consideration has been addressed and that you are taking full advantage of the features available in the application. During Document Setup Training – designed for firms with less than 10 users – an experienced Wolters Kluwer, CCH Consultant will ensure the most important setup and configuration items in the application are addressed in order to ensure successful implementation.

Course Objectives

  • Understand the features which require custom setup and configuration to best suit your firm
  • Setup and understand all components of your class and subclass structure 
  • Review typical file migration scenarios and understand how to scan files into Document
  • Configure firm-wide settings, defaults, lists and user options
  • Understand integration points with other software applications

Who Should Attend? The Document Champions Team

Program Information

  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Web-based, Multi-client Training (MTS)
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Business Management & Organization - 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Learning how to successfully take advantage of the many tools available in Document is critical for every staff member. This introductory course provides hands-on training on the basic functions and features of Document, ensuring your staff members recognize and understand the full benefits of an integrated document management system.

Course Objectives

  • Understand the purpose and benefits of Document
  • Learn to navigate the Document user interface 
  • Understand how to add various types of files to Document
  • Search for files and organize lists of files for efficient use
  • Understand the features and functions available for work with and manage files in Document

Who Should Attend? New ProSystem fx Document users

Program Information

  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Web-based, Multi-client Training (MTS)
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • 1 per attendee (MTS)
  • Business Management & Organization - 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

The retention and destruction of records, regardless of format, is a critical component of an accounting firm’s records and risk management plan. Only through establishment of official procedures that are followed consistently can exposure to liability be measured and controlled. During Record Retention Consulting a Wolters Kluwer, CCH Consultant will provide valuable information, including how to maximize the use of Wolters Kluwer, CCH applications, which will enable the firm to start developing a custom record retention policy. This two or four hour course is designed for all accounting firms.

Course Objectives

  • Apply the concepts required to assist in developing your record retention policy
  • Begin the process of creating a formal record retention policy for client related records, including methods to evaluate your current records environment
  • Understand how various CCH Applications, especially Document, can make management of a record retention policy much more efficient
  • Implement procedures to prepare for legal or regulatory action

Who Should Attend? The Record Retention Champions Team

Program Information

  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Business Management & Organization - 2 or 4 credits depending on the length of the session

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Document Post Implementation Consulting is a customized consulting session meant to assist firms with workflow issues, system configuration and expanding their overall use of Document. Many firms use this session, specifically, to develop non-client storage areas in the application.

Course Objectives

  • Refine current workflow processes, as they relate to Document
  • Review current file properties (e.g., classes and subclass) and make necessary changes
  • Develop non-client storage areas in Document (e.g., Administrative, Human Resources, Firm Management)

Who Should Attend? The Document Champions Team

Program Information

  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Business Management & Organization - 2, 4 or 8 credits depending on the length of the session

Register Now

Document Workflow Consulting is designed to assist firms in transitioning their current workflow processes (whether paper-based, semi-paperless, or totally paperless) into the Document environment. This session will be customized to the firm’s needs and their current service areas.

Course Objectives

  • Analyze the firm's current workflow processes
  • Translate the current workflow into an optimal workflow for Document
  • Provide best practices to facilitate a paperless initiative

Who Should Attend? The Document Champions Team

Program Information

  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on-1)]
  • Business Management & Organization - 2, 4 or 8 credits depending on the length of the session

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

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