An efficient, paperless way of storing and managing the working papers for each of your clients.
Keep standardised working papers across your practice or company, ensuring a consistent approach to all your accounts jobs.
Better quality control
Working papers for each client are stored together in a central location, eliminating the confusion of multiple versions stored locally or across networks.
Quality client services
With improved visibility of the progress of jobs, and a clear view of the overall status of the file, it’s easier to keep your clients informed.
Simple and streamlined information requests
An efficient working paper management system means you avoid having to make multiple requests to clients for the same information.
Quick review process
Review points are displayed for review and sign off, allowing reviewers to quickly see what client work is outstanding.
Integrated into CCH Accounts Production
Fully integrated into the CCH Accounts Production statutory database, with all supporting documentation instantly accessible.
Improve the efficiency of your working paper management with an automated system and central location.
Full visibility of your client’s working papers – right on the homepage
Have full visibility of your client’s notes, links, and sign-offs that have been attached to their working papers. Your homepage can be filtered to show everything, only those items assigned to a staff member, or just those that a user has assigned to someone else.
Integrated with CCH Accounts Production
CCH Working Paper Management is fully integrated with and can be accessed within the statutory database in CCH Accounts Production. Your working paper folders appear within the statutory database in CCH Accounts Production along with the icons against the relevant papers.