ProSystem fx® Document Enjoy the benefits of a paperless workflow
In addition to storing your electronic workpapers, binders, client source documents, financial statements, Human Resources data files and back-office documentation, ProSystem fx Document also helps you better manage your email by allowing you to move client communication from your inbox to a secure server where it is accessible by multiple people in your firm.
ProSystem fx Document email management functionality was awarded The CPA Technology Advisor’s Tax and Accounting Technology Innovation Award on June 12, 2008. The Innovation Awards are sponsored by The CPA Technology Advisor to recognize innovative developments in technologies that benefit the tax and accounting profession, as well as significant advancements in existing technologies.
ProSystem fx Document brings your firm:
The ability to drag-and-drop emails directly to your client list in Microsoft® Outlook, and enhance collaboration within your firm by making selected client emails accessible to everyone.
A reduction in costs associated with creating and storing paper documents.
Instant access to your client files from any location at any time, helping increase your efficiency and improve your customer service.
The security of having a computer backup of all your files that is free from the perils of fire or water damage.
The risk mitigation you need for document storage and retention, helping you follow Sarbanes-Oxley and other regulatory compliance rules.
In addition to increased efficiencies and cost savings, ProSystem fx Document also provides the risk mitigation you need for document storage and retention. For example, you can:
Electronically file your returns and then store them with the appropriate retention periods, for automatic destruction upon expiration.
Customize the configuration and layout of your Document home page to specifically support the way you work every day.
Search documents, including documents scanned using ProSystem fx Scan, by keyword, client name, document name, and/or office location (if you have multiple offices).
Reduce risks related to hard drive crashes or laptop thefts by storing emails outside of archived email storage.
Manage applications like ProSystem fx Fixed Assets and QuickBooks® without the concern of broken links due to versioning issues – a unique feature of Document.
Readily access many functions of Document – including lock, check out, check in, version numbering, direct editing, discussion, and overdue notification – to improve your overall usability and help you organize, manage, and maintain your documents.
Add Client Portal to ProSystem fx Document, and you have a reliable, secure space where you and your clients can exchange information.
Use the Client Portal to enhance your communication with your clients and, ultimately, offer them enhanced services.
Give your clients easy and immediate access to their return, from anywhere.
Allow your entire firm to communicate about specific documents or clients via Client Portal’s convenient Client and Document Discussion features.
Store documents in cabinets and folders that have customizable names, mimicking the way you file your paper documents.
Designate documents as read or read/write for easier access and greater security.
ProSystem fx Document’s integration with other software and online applications enables streamlined workflows. Here is just a sample of what the program allows you to do.
Save organized and bookmarked source documents directly to Document from ProSystem fx Scan.
Manage ProSystem fx Fixed Assets files with Document, apply metadata to these files, and allow for association to clients and tax projects.
Manage additional file types, such as QuickBooks files, that are used for Schedule C businesses.
