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Engineered For Optimal Efficiency
The next generation of ProSystem fx Document provides a secure and easy way of storing files, helping your firm reach the maximum level of efficiency and productivity. Storing files in one centrally located, organized digital repository will save your firm significant time when searching for files previously stored in multiple locations.
Experience greater efficiency through:
• Convenient integration with the next generation ProSystem fx Suite products: ProSystem fx Tax, Practice, Workstream and Portal – as well as the Microsoft Office® Suite.
• Elimination of duplicate data entry by utilizing the common client database and administration manager, which automatically updates information across the entire Suite so you only have to enter it once.
• Instant access to stored documents so you always have what you need, when you need it.
Protect Your Firm’s Most Valuable Asset
Ensuring the confidentiality of your client data is the highest priority, both for your firm and for CCH. With ProSystem fx Document, you can rest assured that your sensitive files are securely protected.
The next generation of Document accomplishes this through:
• Password-protected access: Document utilizes 256-bit, Secure Socket Layer (SSL) encryption with password protected access. Since documents are hosted at the Business Logic Layer, users can only log in with a unique username and password.
• Encrypted information: Files are encrypted before being passed over the Internet and while being stored within Document.
• Automatic virus scan: For added protection, files are automatically scanned for viruses before being uploaded. All files are maintained behind secure firewalls to protect against outside intruders.
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