Using Document with Other Wolters Kluwer Products

You can move toward a paperless workflow when you integrate Document and other Wolters Kluwer applications. The tasks you can perform with the integrations are summarized below.

CCH^® ProSystem fx^® Scan

Create placeholders in Document for paper files awaiting scanning. Document detects and uploads scanned files automatically.

CCH^® ProSystem fx^® Tax

Send tax returns and organizers to Document. If you license Portal, the files can be published to Portal from Document as well.

CCH^® ProSystem fx^® Engagement

Link Engagement clients to CCH Axcess clients. Copy or move files between Engagement and Document.

Note: For information about using Document with other modules in CCH Axcess, including CCH Axcess Tax, see Using Document with Other CCH Axcess Modules.