Have you ever shuffled through papers on a co-worker’s desk to locate an important file? Or worse yet, have you ever looked for a file for hours but never found it? With a traditional file room, these issues will never go away. But when you implement CCH ProSystem fx Document, they’ll be a distant memory. Document stores all of your firm’s papers in digital files that can be found with just a few clicks.
With all of your documents in a central repository — including tax returns, client correspondence, employee records and email messages — you’ll be able to help your clients in record time.
Document Management Is a Key Component of an End-to-End Digital Tax Workflow
Considering Cloud-Based Document Management?