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Tax & Accounting17 June, 2020

Webinar: How to work collaboratively with your clients when working remotely

With remote working becoming the new normal for many of us, it’s never been so important to establish a digitally connected practice. That’s where CCH Document Management and CCH OneClick really come into their own, making it easier and safer to manage and share information in your practice and communicate with your clients securely.

Watch the second part of this webinar series with Evan Jones and Nick Moss, to see how you can increase collaboration with your clients. You’ll hear best practice tips and see demonstrations of how the software can help you to continue to manage client documents and communication remotely, during any uncertain times.

If you are already a customer, this will be a valuable session to help you ensure that you are making the most of the software and its full potential. If you are considering a document management system, this webinar will illustrate some of the key functionality you should think about.

During this 30 minute webinar our experts cover:

  • Integration between CCH Document Management and CCH OneClick
  • Using the workspaces in CCH OneClick for you and your clients
  • Secure messaging and document approval with CCH OneClick

Complete the form to watch this webinar.