document management

Collaborative web portals are now becoming an accepted feature of accountancy practice.

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SSA13: Document management winner

CCH, the tax and practice software wing of Wolters Kluwer, is the latest developer to introduce a web portal for sharing and approving documentation with clients.

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Our firm currently uses the INVU document management system but we are strongly considering moving over to Virtual Cabinet.

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Many accountants find that after the stress of 31 January they need a few weeks doing something different, not least because work is a little slow in the months of

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Has anyone moved their practice software to CCH recently?

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We are a small accountancy practice, total of 6 staff, we are looking to go paperless. Can anyone with experienced using this type of software makes a recommendation.

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If you’re buried under paper documents and tax returns at this time of year, there is another way, writes John Stokdyk.

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