CCH Document Management is one of the leading products for the UK Accountancy profession. It does all the things you’d expect of a Document Management product, but it’s key strength is the high degree of integration with the ‘CCH Central’ suite of products.
CCH Central is a framework into which each of the CCH products can be ‘plugged’. They all share a common set of screens and a common database, and each product benefits from the presence of its siblings so that the overall utility of the suite grows exponentially as you purchase new elements of the suite.
If you have CCH Central (core client database) and CCH Practice Management (Time & Fees), and you then add CCH Document Management, the document management functions appear as extra features and screens within the existing software. There is no new desktop icon, just a set of extensions to the software you already have open on your PC all day anyway. The new product already ‘knows’ about your clients and contacts the very first time it loads up, and automatically makes use of that data.
When you file a document into any Document Management system, you must complete a database record for the new document. This can be considered as an ‘Index Card’ for the document, and no document can be filed without one (The industry term is ‘Metadata’ : data about data). In the case of CCH Document Management, the document metadata is intimately connected to the rest of the CCH Central database. If you have created a ‘Personal Tax’ assignment against some clients in your Time & Fees setup, then CCH Document Management knows this, and offers to apply this information against any document filed to a Personal Tax client. It also knows what tax years you are currently working on, and also offers to code the document to the right one – All very neat.
What if your filing requirements don’t match nicely with your Time & Fees analysis codes? Insolvency (or Corporate Recovery as fashion dictates we now call it) typically uses a quite extensive filing structure, while simultaneously running a fairly simple Time & Fees design. The demands of SIP9 are not that complicated, but insolvency files often are. In these situations, CCH’s use of Time & Fees analysis to drive document filing can cause one or two challenges.
I have prepared a White Paper that discusses two approaches for configuring CCH Document Management to successfully support the needs of a Corporate Recovery division alongside those of a general practice. It describes how the software will appear for users, how to configure the software, and highlights the relative advantages and disadvantages of the two approaches.
To download a free copy (PDF 1.2Mb) click the link below…