ProSystem fx® Portal (for corporations)

Protect the exchange of confidential documents while increasing efficiency between departments. Portals are a convenient online storage space in which files can be effortlessly uploaded, downloaded, stored and shared in a safe and secure environment. ProSystem fx® Portal (for corporations) — a component of the CorpSystem suite and part of the first group of CCH products to be offered in an integrated, centralized online platform — is a powerful portal solution that will transform the way you do business.

Portal lets you share files between company departments, subsidiaries, remote office locations, shareholders and other business partners. If your company has clients, Portal lets you securely deliver and receive documents, which promotes collaboration at their convenience. All the documents you need, all the time — that’s Portal.

Improve collaboration with Portal, part of the CorpSystem suite of products. Contact us today — we’ll get you there.

Portal lets you and your staff take advantage of instant access to documents. You can quickly and effortlessly share files throughout your company, which saves time and minimizes the possibility of accessing the wrong file version.

Portal can be used offsite, as well. If an outside CPA firm or a traveling or telecommuting tax director needs to review a tax return, Portal lets them retrieve and review it, leave confidential comments, sign the e-filing release and scan, or fax, it back. Finance departments often need the prior years’ tax returns for legal reasons or to obtain a bank loan. With Portal, you can quickly and easily upload any of these documents and offer secure access to anyone you choose.

With Portal, you and your staff can:

• Access vital documents 24/7 via a secure online repository.
• Organize documents in electronic cabinets and folders, which mirror the way paper documents are stored.
• Easily upload documents of all sizes without using an FTP server.
• Designate files as read-only or read/write for easier access and greater security.
• Check out documents while updating so other users can’t access the previous version.
• Maintain previous file versions in document history.
• Search, filter and display documents by file type, title, creator, keyword and more.
• Share PDF files, Web pages, hyperlinks, Microsoft® Excel® spreadsheets, Microsoft® Visio® diagrams, Microsoft® Word documents, PowerPoint® presentations and financial software data files, to name a few.

Improve collaboration with Portal, part of the CorpSystem suite of products. Contact us today

Portal integrates with the ProSystem suite of products, including CorpSystem® Tax, CorpSystem® Workpaper Manager and ProSystem fx® Document (for corporations).

Improve Collaboration with Portal, part of the CorpSystem suite of products. Contact us today

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.