CCH® ProSystem fx® Document

Minimize the costs associated with managing and storing client documents and firm communications.

If you have questions or would like to learn more about CCH ProSystem fx. Document, one of our knowledgeable Solutions Consultants can help you determine what’s right for firm.

Document Storage and Retention

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.

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Document Management is a Key Component of an End-to-End Digital Tax Workflow.

Learn how to apply proper document management strategies and best practices to help your firm run more smoothly with this free white paper.
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Store, Manage, Retrieve

Electronically file your returns and store them for the appropriate time periods based on the firm’s record retention policy and mark them for automatic destruction upon expiration. File retrieval is also as easy as can be – search by client name or ID, file name, or key file properties such as assigned classes and subclasses or keyword.

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Support Your Workflow

Customize the configuration and layout of your Document homepage to support the workflow processes in your firm. Plus, storing emails and files outside of the standard archived folders means that your workflow will remain unaffected even in the event of a hard drive crash or theft.

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Document Management, Simplified

Quickly access many key functions to help you organize, manage and maintain your documents, including lock, check-out, check-in, version history, direct editing, discussions and overdue check-out notification. CCH ProSystem fx Document also integrates with other CCH® ProSystem fx® Suite products and Microsoft® Office® for seamless file storage and access.

See CCH ProSystem fx Document in Action

Take part in a live demo of CCH ProSystem fx Document to see the full feature set, or contact a representative for more information.
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Award-Winning Document Storage in the Cloud

If you are interested in a cloud-based alternative to CCH ProSystem fx Document, consider CCH Axcess™ Document.

CCH Axcess Document helps you digitally organize and manage the full range of documents found in your firm in a single, searchable cloud database. It's fast and easy to find what you need, when you need it, leaving more time for billable activities and providing healthier work-life balance for you and your staff.

Learn More About CCH ProSystem fx Document