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. 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.

Digitize your file room. Contact us today — we’ll get you there.

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 (SaaS version).
• Automatic virus scan — For added protection, files are automatically scanned for viruses before being uploaded.(SaaS version)
• Client collaboration — Document tightly integrates with ProSystem fx Portal and allows firms to securely exchange sensitive client data and collaborate with clients safely.

ProSystem fx Document is available as a Software-as-a-Service (SaaS) or an on-premise solution. An on-premise solution may be what you’re accustomed to, but if you choose the SaaS version of Document, you’ll enjoy the security and benefits of letting CCH securely host your files instead of maintaining them on your own servers.

Both versions offer a safe and secure way to digitally store your files. Whichever platform you choose, you’ll benefit from a common client database and administration manager, and state-of-the–art technology.

The integration provided by ProSystem fx Document allows your staff to spend less time looking for the information they need and more time focusing on getting the job done.

Document SaaS Integration

Document SaaS tightly integrates with the SaaS version of other ProSystem fx products including:

• ProSystem fx® Tax
• ProSystem fx® Practice
• ProSystem fx® Workstream
• ProSystem fx® Portal
• Microsoft Office® Suite.

This integration allows you to take full advantage of the ProSystem fx® Suite common client database and administration manager, which saves time with a single sign-on to all products in the suite and eliminates errors due to rekeying duplicate data into multiple applications. And since the entire Suite was designed with integration in mind, consistent user interfaces and the customizable Suite dashboard make navigation a breeze.

Document On-Premise Integration

The On-Premise or Firm-hosted version of Document tightly integrates with many ProSystem fx products, including:

• ProSystem fx Portal (SaaS)
• Foundation versions of ProSystem fx Tax.
• ProSystem fx Engagement
• ProSystem fx Scan
• Microsoft® Office®
• Other Third-Party Applications

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.

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.

Proper planning and setup of this firm-wide system is critical in ensuring a successful implementation. Such a system will affect each department's workflow processes, how documents are accessed, embedded cultural behaviors and legal requirement’s relating to your quality controls.

Since this rollout will impact every user in your firm, make sure you dedicate the proper level of attention throughout our implementation process that has worked for many firms across the country. A brief outline of the technical setup, planning, implementation and training processes you will undertake are noted below.

IT Consulting

• Data migration planning
• Folder structure review
• Server setup
• Application installation

Implementation Consulting

• Develop Best Practices for each department
• Identify procedures to maximize integration points with other applications
• Determine standards for classes and subclasses
• Customize system settings to fit firm's needs

Training

• User interface overview
• Accessing files
• Scanning, Adding & Editing files Sorting, grouping, and filtering documents
• Online discussion features
• Emailing files and Outlook integration

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.