Manage the full range of documents found in an accounting practice with document management software for accountants and digitize your stacks of paperwork — from tax returns to client correspondence, employee records to email.
With accounting document management systems, your firm can:
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Streamline processes, encourage staff collaboration, and increase capacity.
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Reduce the costs associated with creating and storing paper documents.
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Tag, sort, and search source documents by client job, tasks within a job, and staff.
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Protect client and firm sensitive and confidential information.
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Turn your existing document library unto a dynamic resource for present and future engagements.
Reduce nonbillable hours and reduce the time your staff spends looking for the information they need with powerful accounting document management tools that support a fully digital workflow.
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Resources for existing customers
Expand visibility
Immediately handle client requests, with the client still on the phone, with 24/7 access to digital documents that can be accessed anywhere, and easily collected from and published to clients.
Create accountability
Prevent users from editing documents while contents are being updated — and with our check-out system and version control, know which documents were accessed, and which staff member accessed them.
AI-enabled document management
With artificial intelligence technologies like computer vision and machine learning, the digital tax workflow reduces data entry and other inefficient manual processes. AI-enabled tax features include automated data ingestion, smart scanning, advanced categorization, grouping patterns ad predictive suggestions.
Control data integrity
Ensure all information is accurate, complete, and consistent with a common database that saves time on data entry and reduces errors — you only need to enter the data once.
Attend an upcoming document management webinar
We are passionate about the tax and accounting industry and look forward to having you join us for an upcoming document management webinar!
Accounting document management software for the modern CPA firm
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CCH Axcess™ Document
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CCH Axcess™ Portal
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CCH® eSign
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CCH® ProSystem fx® Scan
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CCH® ProSystem fx® Document
CCH Axcess Document
Manage the full range of documents found in an accounting practice — from tax returns to client correspondence, employee records and email — with CCH Axcess Document, and reduce the costs associated with creating and storing paper documents.
With document management software for accountants, your firm can:
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Streamline your document management workflow and reduce operational costs.
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Maximize productivity and increase staff collaboration.
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Reduce risk and compliance issues with version retention and audit trail functionality.
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Remove geographic limitations and balance workloads between offices with digital documents that can be accessed anywhere, anytime by anyone with the correct permissions.
CCH Axcess Portal
Securely deliver and receive client documents, facilitate collaboration, and support upload of even the largest files with a secure electronic storage space that supports bi-directional file exchange.
With CCH Axcess Portal, your firm can:
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Provide clients with a secure method to send and instantly access documents in a wide variety of formats spreadsheets, slide decks, and financial software data files, to name a few.
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Extend access rights and security with folder level security that makes sure only the right people — staff and client — have access.
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Prevent documents from being overwritten or edited while they are being updated.
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Easily search, filter, and display documents by file type, title, creator, keyword and more.
CCH eSign
Stay compliant and keep client information secure. CCH eSign allows you to easily and securely take advantage of the cost-effective convenience of e‑signatures for tax forms and other firm documents.
Use CCH eSign in your firm to:
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Eliminate paper client communications with a system that integrates with and tracks the signature process from initial email generation to receiving signed documents.
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Remove the need for staff to track receipts — and send follow-up requests — with automated reminders that can be customized to match your firm's current timelines.
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Support clients outside the office — the e-signing process can be completed anywhere, at anytime from any desktop, laptop, tablet or smartphone.
CCH ProSystem fx Scan
Minimize the time spent organizing tax documents and shift manual tasks away from professional staff. CCH ProSystemfx Scan will read, identify, and bookmark each client document so you can easily find and access the information you need.
With CCH ProSystem fx Scan supporting your unique digital tax preparation requirements, you’ll be able to:
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Increase efficiency and enable any firm employee to easily prepare and scan source documents with an organized and bookmarked PDF workpaper file.
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Create capacity to additional provide value-add billable services to your clients when you add AutoFlow technology.
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Reduce operational and infrastructure costs — Wolters Kluwer provides the infrastructure for you, which means there is no need to invest in additional servers or IT expertise.
CCH ProSystemfx Document
Manage the full range of documents found in an accounting practice — from tax returns to client correspondence, employee records and email — and reduce the costs associated with creating and storing paper documents with a central, searchable document management repository.
With CCH ProSystemfx Document your firm will be able to:
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Implement a consistent firm-wide retention policy with automated document retention.
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Improve productivity with streamlined workflows.
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Access client files securely anywhere, anytime.
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Remove your dependence on physical pieces of paper.
Recommended reading
5 document management strategies for long-term productivity
The need for firms to be more agile has never been greater. Unfortunately, many firms are bogged down in paper and paper-based processes that limit productivity and profitability. Document management is a key component to a modern firm. Any effort to modernize a firm's processes should take into consideration long-term goals while leaving room for firms to pivot on the fly when needed.
Document storage or document management?
Learn to spot the differences to ensure you get the features you need.
A profitable tax season without the burn-out: Graydon Thompson CPAs discovers a happier balance
Challenge: The challenge in a smaller firm lies in finding ways to offer clients outstanding, personalized service while competing with larger firms on price. While large firms can delegate tasks and responsibilities during the busy tax season, Graydon Thompson employees had to wear many hats and work very long hours. Phyllis Graydon wanted to use technology to increase efficiency and lower tax season burnout amongst her staff.
Solution: CCH Axcess enables Graydon Thompson to shift more of the tax prep and workflow process to administrative employees, so CPAs can exclusively focus on preparing and reviewing. By the time CPAs work on returns, their workpapers have been automatically created and they can spend their time thinking about how to solve problems for the client.