CCH Axcess™ Document offers fully automated file retention to manage firm and client documents through the entire document lifecycle. During the recent CCH Connections User…
Most firms don’t spend a lot of time thinking about their document management systems after they’ve been through the initial implementation. However, firms often benefit…
Many firms have started down the paperless road and achieved varying levels of success. But not all paperless accounting firms are created equal. Most firms…
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…
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…
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…
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…
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…