Document Management Essentials
Document management systems are widely used in many types of businesses, including accounting firms. But even though most firms have heard of document management, not…
read more
Portal Security – 5 Tips to Stay Safe
Data security is in the news. Phishing scams, ransomware, spyware and other exploits keep security experts on their toes. Accountants aren’t typically in the data…
read more
Document and Engagement: Powerful Tools Working Together
CCH ProSystem fx Engagement has a lot of very useful document management features. However, it is not a substitute for a full-featured DMS like CCH…
read more
Three ideas to improve your portal implementation
On its surface, implementing a portal solution seems like a quick and easy way to improve efficiency and information security. However, any technology investment will…
read more
4 Ways Document Management and Engagement Software can Work Together
Many firms using engagement software believe they have all of the document management features they need. However, most firms could benefit from using document management…
read more
2-Step Verification: Stronger Security for your CCH Axcess Portal Account
Tax-refund fraud in 2016 reached about $21 billion, up from just $6.5 billion in 2014, according to the IRS. With recent rises in tax-related identity…
read more
Improve client service with every client interaction
While it may seem like a document management software is simply a complex way to find and store files, the reality is that a DMS can…
read more
Spring cleaning: Your Next Steps for a Paperless Firm
So, your firm’s tax workflow is paperless from beginning to end… Congratulations! But your work is not done. You may want to do a little…
read more
Building Workflow Efficiency with a Document Management System
The most efficient and effective firms are those that fully use a document management system during each and every 1040 workflow step. Rather than treating…
read more
Don’t Forget the Post Tax Season Postmortem!
With tax season coming to an end this week, the next 60 to 90 days offers firms a chance to take a deep breath, consider…
read more