Move beyond the office with a paperless work environment

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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:

  • Streamline processes, encourage staff collaboration, and increase capacity. 

  • Reduce the costs associated with creating and storing paper documents. 

  • Tag, sort, and search source documents by client job, tasks within a job, and staff.

  • Protect client and firm sensitive and confidential information.

  • 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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Accounting document management software for the modern CPA firm

  • CCH Axcess™ Document

  • CCH Axcess™ Portal

  • CCH® eSign

  • CCH® ProSystem fx® Scan

  • 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:

  • Streamline your document management workflow and reduce operational costs. 

  • Maximize productivity and increase staff collaboration. 

  • Reduce risk and compliance issues with version retention and audit trail functionality.

  • Remove geographic limitations and balance workloads between offices with digital documents that can be accessed anywhere, anytime by anyone with the correct permissions.

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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:

  • 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.

  • Extend access rights and security with folder level security that makes sure only the right people  — staff and client — have access. 

  • Prevent documents from being overwritten or edited while they are being updated. 

  • Easily search, filter, and display documents by file type, title, creator, keyword and more.

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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 esignatures for tax forms and other firm documents.

Use CCH eSign in your firm to:

  • Eliminate paper client communications with a system that integrates with and tracks the signature process from initial email generation to receiving signed documents.

  • 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.

  • Support clients outside the office — the e-signing process can be completed anywhere, at anytime from any desktop, laptop, tablet or smartphone.

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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:

  • Increase efficiency and enable any firm employee to easily prepare and scan source documents with an organized and bookmarked PDF workpaper file.

  • Create capacity to additional provide value-add billable services to your clients when you add AutoFlow technology.

  • 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.

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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:

  • Implement a consistent firm-wide retention policy with automated document retention.

  • Improve productivity with streamlined workflows.

  • Access client files securely anywhere, anytime.

  • Remove your dependence on physical pieces of paper. 

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