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.
CCH Document Management
CCH Document Management
CCH Document Management
CCH Document Management
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.
CCH OneClick - Digital Data Request
In the past, information requests were sent through the post manually via email. Today, CCH OneClick enables you to digitally send data requests.
CCH OneClick - Digital Data Request
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.
Maximise automation with Basecone
Documents can be securely stored in Basecone for 10 years. It's available at any time and on any device via the internet and mobile apps, so you can meet tax requirements without storing a single piece of paper.
Webinar: How to keep connected with your practice and 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 to manage and share information in your practice and communicate with your clients securely. Join Evan Jones and Nick Moss in this OnDemand webinar for best practice tips and demonstrations of how the software can help you to continue to manage your practice remotely, during any uncertainty.