ProSystem fx®Document Enjoy the benefits of paperless accounting and workflow
Reduce Costs and Save Time with ProSystem fx Document
ProSystem fx Document manages the full range of documents found in your practice – from tax returns to client correspondence, employee records and email – reducing the costs associated with creating and storing paper documents. Enjoy the benefits of paperless accounting and workflow, which, among other things, will allow you to adhere to your defined record retention policy. For optimal efficiency, ProSystem fx Document is now also available in a Software as a Service (SaaS) environment. To learn about the exciting new features of this enhanced version of Document, click here.
Interactive Brochure Explore the ProSystem fx Suite interactive brochure
Beyond document storage, ProSystem fx Document can also help you better manage your email. Move client emails from your inbox to a secure ProSystem fx Document server, and you'll take advantage of:
The ability to drag-and-drop emails directly to your client list in MicrosoftOutlook, and enhance collaboration within your firm by making selected client emails accessible to everyone.
The benefits of paperless accounting by gaining instant access to your client files from any location at any time, helping increase your efficiency and improve your customer service.
The security of having a computer back-up of all your files that is safe from the perils of fire or water damage.
The convenience of a system that manages your record retention policy.
This ProSystem fx Document email management functionality was awarded a Tax and Accounting Technology Innovation Award on June 12, 2008. The Innovation Awards are sponsored by The CPA Technology Advisor to recognize innovative developments in technologies that benefit the tax and accounting profession, as well as significant advancements in existing technologies.
It’s time to reduce the costs associated with creating, storing, and managing paper documents, while achieving dramatic improvements in workflow and client service. Take the first step with ProSystem fx Document, and gain a competitive edge today with paperless accounting and a system that manages your documents according to your record retention policy!
Finding files with ProSystem fx Document is fast and easy with paperless accounting. Client, document and word searches are combined on one screen, letting you search using any combination of parameters. And, by having all your documents in one central, searchable repository, you’ll be ready to deliver exceptional client service by eliminating time spent searching for binders or pieces of paper.
In addition to effortless searching, the paperless accounting ProSystem fx Document also lets you:
Electronically file your returns and then store them with the appropriate record retention policy periods, for automatic destruction upon expiration.
Customize the configuration and layout of your Document home page to specifically support the way you work every day.
Reduce risks related to hard drive crashes or laptop thefts by storing emails outside of archived email storage.
Readily access many functions of Document – including lock, check out, check in, version numbering, direct editing, discussion, and overdue notification – to help you organize, manage, and maintain your documents.
Support your clients’ privacy with Client Portal for ProSystem fx Document, and eliminate the practice of sending confidential information via email.
A number of states have already passed laws prohibiting firms from sending confidential information via unencrypted email, and more are expected to follow. Rather than implement complicated data encryption processes, your firm can utilize a safe, secure portal to comply with these laws.
The Client Portal’s paperless accounting bi-directional file exchange capabilities make it easy for you to securely deliver and receive client documents, facilitating collaboration and supporting the upload of even the largest files, and:
Enhance your client communication and offer them enhanced services.
Give your clients easy and immediate access to their return, from anywhere through our paperless accounting.
Allow your entire firm to communicate about specific documents or clients via Client Portal’s convenient Client and Document Discussion features.
Store documents in cabinets and folders that have customizable names, mimicking the way you file your paper documents.
Designate documents as read or read/write for easier access and greater security.
Allow your entire firm to adhere to your company's record retention policy.
CCH integration allows your staff to spend less time looking for the information they need and more time focusing on getting the job done.
ProSystem fx Document’s integration with other software and online applications supports your staff's productivity:
Scan, organize, and bookmark client source documents using ProSystem fx Scan, then automatically import them to ProSystem fx Document in one step. Your client source documents are then searchable and accessible to everyone at your firm.
Manage ProSystem fx Fixed Assets files with Document, apply metadata to these files, and allow for association to clients and tax projects. You can also manage additional file types, such as QuickBooks® files, that are used for Schedule C businesses.
Immediately identify clients affected by new tax developments using CCH® ClientRelate™, as well as target clients who may benefit from additional services. Or, effortlessly import related research from CCH@Hand™ to ProSystem fx Document, and further improve your client service and staff efficiency.
Provide the foundation for your firm’s knowledge library by adding integration with Accounting Research Manager®.
