2019 Review of CCH ProSystem fx Document

CCH ProSystem fx Document from Wolters Kluwer is well suited for accounting firms of any size. The product is designed to be used with other CCH applications, though it can also be used as a stand-alone document management solution if desired.

CCH ProSystem fx Document offers quick access to help functionality from within the application. Users can visit the product Help center to access a variety of getting started resources for new users such as product navigation, working with files, searching for files, and managing entities. A video library is also available, as is a searchable knowledgebase. Product support is available via telephone, email, and chat, with remote support sessions available as well. Wolters Kluwer offers various training options that include access to more than 400 self-study classes.

CCH ProSystem fx Document offers seamless integration with other Wolters Kluwer applications including CCH ProSystem fx applications such as CCH ProSystem fx Engagement, CCH ProSystem fx Tax, and CCH ProSystem fx Practice Management, CCH Axcess Portal, mentioned earlier, as well as Microsoft Office applications.

Firm admins can easily add a series of permissions to all documents, so that only authorized personnel can access a document, with only authorized personnel able to change or edit folder documents.

For those that are looking for a client portal, CCH ProSystem fx Document integrates with CCH Axcess Portal, which allows firms to publish client files to the portal. Users can publish client files directly to the portal, and the portal is bi-directional, so clients can easily upload source documents and other files to the portal as requested.

The product also includes a Microsoft Outlook plug-in that allows users to securely store client emails directly in their folder. For those that wish to scan documents, the product offers easy integration with CCH ProSystem fx Scan, with CCH ProSystem fx Document able to read, identify and bookmark any client document scanned.

CCH ProSystem fx Document offers an excellent selection of document management features including the ability to copy or move any file, the ability to lock a file, and the ability to rename a file. The product also includes version control, with the application automatically saving an updated file as a new version. Users can also view and restore prior versions of any document stored in the application. Another nice feature is the ability to create a firm-wide document retention policy which can determine how long each file must be retained, what files can be deleted, and what files must be archived.

CCH ProSystem fx Document is an on-premise application that can be installed on a workstation or server.  The product is similar in scope to CCH Axcess Document, which is deployed on the cloud and offers similar functionality.  CCH ProSystem fx Document’s homepage is called Document Central, which offers users a central location to manage all documents. The main button bar at the top of the screen offers access to file favorites with users able to add files and hyperlinks from the button bar as well.  The navigation panel displays a list of all available documents for the chosen client and a series of tabs are available for checking files, viewing recent files, synchronizing files, and viewing task assignments.  CCH ProSystem fx Document also offers excellent document search capability, with users able to search for documents by client, file name, keyword, class, or subclass, as well as full-text search. All documents stored in the application are stored in their native format, though users can easily create a PDF of any document if desired. Users can also create a custom file structure for each client, or use the same or similar structure for all clients by using a template to copy an existing structure to a new file.

CCH ProSystem fx Document is an on-premise application that offers solid document management and storage capability, making it a good fit for firms of any size. The product can be used with other CCH ProSystem fx applications or as a stand-alone document management solution. Pricing for CCH ProSystem fx Document can be obtained directly from Wolters Kluwer, with final pricing depending on the addition of add-on modules such as CCH Axcess Portal and CCH ProSystem fx Scan, which are priced separately.

2019 Rating – 5 Stars