With remote working now the new normal for many of us, the days of thinking of document management as a ‘nice to have’ are over. Developed specifically for accounting practices, CCH Document Management enables you to digitally store, share and manage information, no matter where it comes from which is both secure and GDPR compliant.
Pretty much everything a practice does revolves around collecting, distributing and processing information in one form or another. It’s no longer enough just to store and manage information – it’s what you do with that information to drive business efficiency and practice growth. If you are considering a document management system, this webinar will give you an overview of the how you can implement this into your practice.
Join Nick Moss, who will give you best practice tips and demonstrate how CCH Document Management can be used to help you to manage your practice remotely, during any uncertain times.
During this webinar our experts will cover:
- Navigating the system
- Checking in and checking out documents
- Adding and deleting documents
- How to tag your documents