[source: Accounting Today, December 17, 2007]

Category: DOCUMENT MANAGEMENT

CCH Document
CCH, a Wolters Kluwer business

CCH Document addresses a firm's record, document, content, and now e-mail management needs, with detailed indexing, versioning, history and retention. Document integrates with ProSystem fx Tax, Engagement and Practice, providing access to returns, engagements and projects, in addition to being able to readily capture and index critical files. And the Portal is an extended communication and collaboration tool to enhance a firm's customer service.

Year introduced: 2004.

Current version: 3.6.

Enhancements: Direct saving to Document; improved indexing of files; one-click retrieval of client documents; enhanced e-mail notifications; improved set-up; more detailed retention period assignments; status assignments on each document.

Pricing: First user - $1,935; additional users - $500.

Maint./support: 45 percent renewal for product updates and support.

Training: IT consulting, best practices consulting, end-user training.

Contact: (800) 739-9998.

Web: http://tax.cchgroup.com/document.