ProSystem fx® Document ASP CCH hosts your firm's documents for you
Because it is hosted, ProSystem fx Document ASP provides many benefits:
Quickly and easily implement an industry-leading document management solution.
Deliver a secure back-up of all your files that assures business continuity in the event of a disaster.
Increase your efficiency with 24/7 remote access to the heart of your business — your client files.
ProSystem fx Document ASP was awarded the prestigious 2008 Software & Information Industry Association (SIIA) CODiE Award in the category of Best Document Management Solution. For 23 years, the SIIA CODiE Awards have been the leading honor for the software and information industry’s finest products and services. The 2008 winners were selected from more than 1,100 nominations submitted by more than 600 companies.
With ProSystem fx Document ASP, you can store the full range of documents found in your practice – from tax returns to client correspondence, employee records and email – on a secure ASP platform to:
Enhance collaboration within your firm by making selected documents and client emails accessible to everyone.
Support efficiency using drag-and-drop functionality that lets you move emails directly to a ProSystem fx Document client list within Microsoft® Outlook.
Eliminate risks related to hard drive crashes or laptop thefts by storing emails outside of archived email storage.
Because it is hosted, ProSystem fx Document ASP provides many benefits: it is quickly and easily implemented, provides a secure back-up of all your files that assures business continuity in the event of a disaster, and lets your staff enjoy 24/7 remote access to the information they need.
With its quick start-up time and state-of-the-art technology, ProSystem fx Document ASP will:
Automatically maintain an audit trail and version documents.
Provide an easy-to-use home page interface that reflects your individual preferences and job requirements.
Search for documents, clients, and word searches on one screen so any combination can help you find the right document, regardless of where it is stored.
ProSystem fx Document ASP provides a secure platform where your documents are hosted by CCH. All data is stored on a Tier IV fault-tolerant infrastructure site to ensure the highest level of security, both internally and externally.
With CCH, you have more integration options that minimize duplicated data entry and increase your efficiency. Effortless integration with the Microsoft® Office and other industry-related applications helps ProSystem fx Document ASP fit right into your existing workflow, simplifying your firm's transition to an increasingly paperless office.
Experience unprecedented efficiency in your tax return preparation process with integration options, such as:
Integration with ProSystem fx Scan that lets you save bookmarked source document PDFs to ProSystem fx Document ASP in one easy step.
Automatic routing of ProSystem fx Tax returns to Document ASP. Global fx users can manage tax returns from any location with Internet access, simplifying the tax return process for anyone working remotely.
The ability to launch a ProSystem fx Engagement binder directly from your ProSystem fx Document ASP home page .
ProSystem fx Document ASP also boosts your client service options by giving clients immediate access to their documents through the optional Client Portal.
By giving clients secure and easy access, you’ll increase both your efficiency and your client’s satisfaction by putting documents at their fingertips. This increased level of service can give you a competitive edge and enhance your reputation as a trusted partner. By implementing a usage fee, Client Portal can even provide an additional revenue option for your firm.
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