Setting Up Document for Your Firm
The administrator must configure the firm options before staff members can use Document. Click a link below to learn about some common administrative tasks that must be performed for Document.
Document shares a common client database with the other CCH Axcess modules. This common database makes it easy for you to send files created in other CCH Axcess modules directly to Document. Click the links below to learn how Document interacts with each module.
You can use Document along with other Wolters Kluwer products listed below. Before you can use these products with Document, your firm may need to configure options in the other program. You also may need to link clients between the other programs and Document. Click a link for a product to learn more about the configuration that is needed to use the program with Document.
- CCH® ProSystem fx® Engagement. You can move or copy client files between Engagement and Document.
- CCH®
ProSystem fx®
Scan. PDF files created with Scan can be automatically added to Document.
- CCH® ProSystem fx® Tax. You can send tax returns and organizers to Document from Tax. If your firm also uses Portal, you can automatically publish the files to Portal as well.
The Plug-ins for the Microsoft® Office suite and Adobe® Acrobat® allow you to add files directly to Document. Click a link below to learn more about setting up this integration.