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.
Our firm currently uses the INVU document management system but we are strongly considering moving over to Virtual Cabinet.
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
Has anyone moved their practice software to CCH recently?
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.
If you’re buried under paper documents and tax returns at this time of year, there is another way, writes John Stokdyk.
I am wanting to find out if there is a service that you can integrate as part of your own website that allows clients to login and upload and download documents.