SHARE

ProSystem fx® Document


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.

Contact a CCH Rep

Find



800-PFX-9998  |  800-739-9998

Explore the features and facets of ProSystem fx® Document

The Basics:

 Learn more about how this product can help your business

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.

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.

Document is available both web-based and in the cloud.

The Details:

 See the specifics about this solution that makes it stand out from the competition

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® Suite products (see Integration section for more information) as well as the Microsoft Office® Suite.

It's time to retire the paper-intensive method of storing documents and embrace digital document management. You can be confident that Document will keep your data and documents secure with:

  • Password-protected access — Document utilizes 128-bit, Secure Socket Layer (SSL) encryption with password-protected access. Users can only log in with a unique username and password.
  • Encrypted information — Files are encrypted before being passed over the Internet. All files are maintained behind secure firewalls to protect against outside intruders (CCH Axcess Document).
  • Automatic virus scan — For added protection, files are automatically scanned for viruses before being uploaded.(CCH Axcess Document)
  • Client collaboration — Document tightly integrates with ProSystem fx Portal and allows firms to securely exchange sensitive client data and collaborate with clients safely.

Platforms:

 

ProSystem fx Document is our 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.

Learn more about our cloud-based solution, CCH Axcess.

Integration:

 Learn about how this product works with other CCH solutions you may already have

CCH Axcess Document
CCH Axcess' integrated core offers a single point of access to handle all tasks associated with tax preparation, compliance and workflow processes. CCH Axcess Document is one of the integrated modules that make up the CCH Axcess™ solution:

And new text for the Document On-Premise section:

ProSystem fx Document
ProSystem fx Document tightly integrates with many ProSystem fx products, including:

Web Product Demo:

 Learn first hand the power of CCH software solutions

ProSystem fx Document is a complete document management solution built specifically for today's CPA firm. It provides an electronic repository for documents, enabling streamlined workflows, automated document retention policies, and lower costs for storing paper documents.

Learn more, register for a Live Web Demo today.

Training:

 Take a closer look at onsite, on-demand, online and other training options

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.

Support:

 Learn about our live support options and powerful self-help tools

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.

Reviews:

 Read product reviews provided by other customers

Document Management Features for Future-Ready Firms

thumb_flash_DocumentManagement Features for Future-Ready Firms

What’s Next? What You Need to Know About the Future of the Paperless Office – Webinar Recording

Going Beyond Paperless Engagements – Webinar Recording

 

Spread the word - earn an iPad.

 

 

Product Videos

thumb_flash_ProSystem fx Document
 

Demo: How Our Workflow SaaS Solutions Work Together

thumb_flash_Demo: How OurWorkflow SaaS Solutions Work Together
 

The Path to Paperless: How One Firm Used Technology
to Stay Competitive

The Path to Paperless
 
 
 

Join our LinkedIn Subgroup

LinkedIn