Once your client source documents are electronic, they can be stored using CCH ProSystem Document, the complete electronic storage solution designed for accountants. CCH ProSystem Document securely maintains your firm's client source documents, financial documents, emails and more.

Storing, archiving and retrieving billion of documents are just a few click of a mouse with CCH ProSystem Document. From tax returns to client/authority correspondence, to employee records and emails - CCH ProSystem Document is the virtual central depository storage solution for all your paper documents for many years. It saves you space to store physical file, saves you time to search for it and is accessible anytime and anywhere remotely.

Key Features

• Document Manager – Allows you to index, store, track, search, and retrieve all electronic files in your organisation.
• Records Management – Includes the ability to retain unalterable record copies and easy retrieval during the retention period, plus easy destruction of records at the end of the retention period.
• Client Portal – Collaborate with your clients/ mobile staff remotely via the secured client portal, providing the ability to make any size document available instantly.
• Streamlined Document Process – Wizards enable automatic document indexing and publishing directly from in-house applications to the document manager.
• Document Retention – A one-time setup of retention periods sets the expiration dates for any type of document to ensure it purged from the system at the appropriate time.
• Audit Trails – Track the history of documents so you can know who has viewed, edited and checked documents in and out, along with customisable version controls.
• Highly integrated with other CCH ProSystem Office Suite applications.

Key Benefits

• Reduction in costs associated with creating, storing and locating paper documents.
• Efficient document storage and retrieval. Time saved from managing paper document fi ling can be better used for strategic planning.
• Protect document integrity. Ensures you have the latest version all the time.
• Automated document retention, allowing you to implement a consistent organisational-wide retention policy to ensure that documents are retained for mandated period of time then disposed of properly.
• Freedom from dependence on physical pieces of paper.
• Allowing you to access to any document from any location.
• The security of having a computer backup of all your files that is free from the perils of fire or water damage.
• The risk mitigation you need for document storage and retention, helping you follows regulatory compliance rules.

Find out more about the CCH ProSystem Document solution, and how it could improve life for your team.  Call us now on 1300 342 501 or complete the Contact Us form and have a CCH ProSystem representative call you.