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ProSystem fx Document

2012 Innovation Awards

Apr. 11, 2012

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2012 Innovation Awards Nomination:

ProSystem fx Document
www.cchgroup.com/prosystemdocument

ProSystem fx® Document minimizes the costs associated with managing the full range of documents found in an accounting practice — from tax returns to client correspondence, employee records and email — reducing the costs associated with creating and storing paper documents. By having all documents in one central, searchable repository, professionals can deliver better client service by minimizing time spent searching for binders or pieces of paper.

In addition to increased efficiency and cost savings, ProSystem fx Document also provides the risk mitigation needed for document storage and retention. Professionals can comply with regulations and standards, all in the background of their day-to-day work, and provide their firm with:

  • Automated document retention capability that lets professionals implement a consistent firm-wide retention policy.
  • Streamlined work?ows, resulting in improved productivity.
  • Secure, remote, 24/7 access to client files.
  • Freedom from dependence on physical pieces of paper. Storing documents in digital format provides the ability to back up all client files. When properly stored, this backup will keep firm’s content safe in the event of a disaster.

Finding files with ProSystem fx Document is fast and easy. Client document and word searches are combined on one screen, letting professionals search using any combination of parameters.

In addition to storing documents, ProSystem fx Document helps better manage client correspondence and email by allowing professionals to:

  • Drag and drop emails and attachments directly to ProSystem fx Document from within Microsoft® Outlook®.
  • Enhance collaboration within the firm by saving pertinent client emails to ProSystem fx Document, making them accessible to everyone.
  • Ensure compliance with regulations related to email retention and destruction.
  • Manage the size of exchange servers by archiving emails in a secure, searchable location.
  • Eliminate risks related to local hard drive crashes or laptop thefts by storing emails outside of archived email storage.

Maximize productivity through integration with other ProSystem fx Suite products to allow staff to spend less time looking for the information they need and more time focusing on getting the job done.

For example, ProSystem fx Document users can:

  • Scan, organize and bookmark client source documents using ProSystem fx Scan, then automatically import them to ProSystem fx Document in one step. Client source documents are then searchable and accessible to everyone at the firm.
  • Easily move or copy files to or from ProSystem fx Engagement, allowing a firm instant access to client deliverables and providing improved management of permanent files.
  • Print returns directly from ProSystem fx Tax to the correct client in ProSystem fx Document.
  • Enhance communication both within a firm and with clients with ProSystem fx Document tightly integrated with ProSystem fx Portal. Save time and money with this secure method of exchanging information and collaborating with clients.

In short, ProSystem fx Document allows firms to gain a competitive edge by helping to reduce the costs associated with creating, storing and managing paper documents, while achieving dramatic improvements in work?ow and client service.