ProSystem fx® Document (for corporations)

Chances are, you've experienced the frustration of looking through papers on a co-worker’s desk to locate an important file. Or worse yet, you’ve looked all over the office, but never found it. Keeping important documents accessible for daily use, or for Sarbanes-Oxley compliance and records retention, is no easy task when you’re still using a traditional paper file system. But when you implement the server-based version of ProSystem fx Document, a document management solution, you’ll find them in just a few clicks.

With Document, any type of data or document, including your company’s income tax returns, sales and use tax returns, workpapers, email messages and more are stored in a central repository and can be retrieved quickly and easily. Document allows you to spend less time looking for the information you need and more time focusing on getting the job done.

A server-based solution may be what you’re accustomed to, but if you choose the online version of Document, part of the first group of ProSystem fx® products to be offered in an integrated, centralized online platform, you’ll enjoy the security and freedom of letting CCH host your files instead of maintaining them on your own servers.

Digitize your document management. Contact us today

Document management software needs to be secure. That’s why every user in your company is assigned to a security group that determines their level of access, such as view-only, add, edit, delete and so on. In addition, Document organizes files for easier retrieval, even letting you conduct searches on multiple offices from the same screen. Document also lets you:

• Track the history of all your documents, providing an audit trail of who edits, modifies or accesses each document.
• Customize the configuration and layout of your Document homepage to support the workflow processes in your company.
• 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, including lock, check out, check in, version numbering, direct editing, discussion and overdue notification to help you organize, manage and maintain your documents.

Whether dictated by Sarbanes-Oxley or not, it’s important for you to maintain or destroy documents according to your company’s records retention policy. Systematic retention period management is a core feature within Document, which:

• Generates electronic reports for on-screen review.
• Warns you when documents are about to expire.
• Places non-expired, deleted documents in a recycle bin to safeguard against accidental destruction.
• Limits delete/restore access to critical files to only those who have proper rights.
• Complies with records retention regulations related to email retention and destruction.

ProSystem fx® Portal (for corporations) makes Document even more portable.

When you use ProSystem fx® Portal (for corporations), you’ll eliminate the risks related to sending confidential documents via email. If your company has offices across the country or in other parts of the world, you can easily upload or download private files with either of these solutions. Portal, part of the first group of ProSystem fx® products to be offered in an integrated, centralized online platform, lets you upload documents to folders that can be accessed from anywhere with an Internet connection.

Digitize your document management. Contact us today

Document integrates with all of the products in the Microsoft® Office® suite, including Word, Excel®, Access®, PowerPoint® and Outlook®. You can easily save any Office® file in Document and launch it directly from Document. In addition, any file that you would save to Windows® Explorer® can be saved in Document instead.

This powerful document management software also integrates with other CCH products and lets you:

• Store your Accounting Research Manager® (ARM) user ID and password in Document and perform an ARM search directly from Document, if you are an ARM user.
• Immediately save tax returns in Document when they’re prepared through CorpSystem® Tax — and print to PDF.
• Store archival binders from CorpSystem® Workpaper Manager directly in Document.
• Manage CorpSystem® Fixed Assets files with Document by setting them up to associate to specific projects.

A server-based solution may be what you’re accustomed to, but if you choose the online version of Document, part of the first group of ProSystem fx® products to be offered in an integrated, centralized online platform, you’ll enjoy the security and freedom of letting CCH host your files instead of maintaining them on your own servers.

Digitize your document management. Contact us today

Improving Corporate Information Management in an Electronic Environment

Every business needs a secure and easy-to-use document management system. This session highlights the benefits you'll gain from implementing ProSystem fx Document, the document management component of the ProSystem suite of products.

• Easily digitize existing paper documents and files
• Organize files in a meaningful manner
• Quickly retrieve all documents
• Store your company's organizational documents, contracts, administrative resources, tax returns, workpapers, e-mails, and much more
• Share/exchange financial and contractual documents and related discussion through the ProSystem Document Portal - a more secure and collaborative option than e-mail
• Get the risk mitigation you need for document storage and retention
• Track the history of all your documents, providing an audit trail of who edits, modifies, or accesses each document
• Improve the security of all corporate documents and intellectual capital

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Streamlining Corporate Workflow Processes

You can significantly improve your workflow by having an integrated suite of software at your fingertips. This demo covers the benefits you'll realize by using the integrated ProSystem suite, such as:

• Streamlined and productive business processes
• Efficient storage, retrieval, and sharing of documents
• Improved compliance with regulatory authorities
• Timely and secure collaboration within your company and with third-parties such as investors, vendors, and business advisors
• Secure storage of all corporate documents and intellectual capital

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CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

• Consulting and Training for CorpSystem Document

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.