ProSystem fx®Document Enjoy the benefits of a paperless workflow
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.
It 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.
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.
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!
Finding files with ProSystem fx Document is fast and easy. 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, ProSystem fx Document also lets you:
Electronically file your returns and then store them with the appropriate retention 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 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.
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.
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.
Leverage CCH integration with XCM™ Workflow, an intuitive workflow and information automation solution that helps streamline processes throughout your office, making your firm more efficient, productive and profitable.
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®.
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