Create a connected practice with CCH Document Management
While you are working from home, documents and emails are all instantly available, securely protected by user log-ons and audit trails. Once they’ve been added to the system, documents and other items can be found and opened almost instantly.
Automate your workflow with CCH Document Management
The Workflow system in CCH Document Management captures the way your practice works and uses decision trees and optional branching to create sophisticated workflows. These allow you to route documents around the remote practice, just like passing on a client file, but with automated alerts and tracking.
Remote information request and review with CCH OneClick
Thanks to the advisor and client workspace in CCH OneClick, you and your clients have instant access to their information (including past returns) anytime, anywhere. Digital data collection tools enable your practice to request information for their tax returns and your clients to view all the requests. Digital Data Request is a single place for you to view all client and HMRC data, with the ability to review and populate the tax system.
Working in the cloud with Twinfield
Cloud accounting software like Twinfield is not reliant on the device used or its storage capacity. Data is instantly available from anywhere to both you and your clients. Manage business finances at any time from any location.