Effectively manage your clients’ disclosure requirements
Complete disclosure checklists for your clients in an efficient and effective environment.
Unlimited checklistsCreate 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.
Easily monitor and clear points raised during completion and record the review of your checklist.
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.
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.