Effectively manage your clients’ disclosure requirements
Complete disclosure checklists for your clients in an efficient and effective environment.
Unlimited checklists
Create any number of client records and any number of checklists within each client.
Automated for efficiency
CCH Interactive Checklist automatically tailors the checklist based on answers as you provide them thereby removing questions that are not relevant to the client.
Information at your fingertips
Questions, completion details and comments are shown in a single view of the checklist for easy on-screen review and sign off.
On-screen review
Easily monitor and clear points raised during completion and record the review of your checklist.
Audit evidence
Completed checklists can be printed or saved as a PDF to be filed with your audit working papers.
Reduce time and effort
Reduces the time and effort required to complete disclosure checklists by removing the need to answer ‘Not Applicable’ to hundreds of irrelevant questions.
Easy navigation
Easily navigate between the display the full checklist or just a subsection. Filters allow you to quickly identify progress, showing; unanswered questions, questions with comments, points in need of clearing and potential issues.
Effective client management
CCH Interactive Checklist maintains a list of clients and any number of checklists can be created against each client record. Clients can be allocated to a lead partner and office for record purposes and for convenient filtering and sorting of the client list.Working with the checklist
Questions can easily be answered by pressing a key on the keyboard or selecting an answer with the mouse. On answering the systems will automatically advance to the next unanswered question. The work area contains the content of the checklist or subsection selected in the navigation area.People interested in CCH Interactive Checklist also looked at
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