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GBQ Partners Adopts CCH ProSystem fx Document
(RIVERWOODS, ILL., November 27, 2006) – GBQ Partners LLC, the largest locally owned accounting and consulting firm in Central Ohio, has chosen ProSystem fx Document from CCH to manage the electronic documents in its growing practice. CCH, a Wolters Kluwer business, is a leading provider of tax information, software and services (CCHGroup.com).
The need for a sophisticated and powerful document management system became clear in recent years as more and more of GBQ’s documents were taking electronic form – and were also getting harder to find and manage.
“We were basically using drive shares, with no real control over what went where, so documents relating to a single client might be scattered. The system wasn’t easily searchable, and there was no easy way to implement a retention and purging policy,” said GBQ IT Director Michael Foltz.
Another concern also entered into the decision to adopt a document management system.
“We knew that other firms were implementing document management, and, frankly, we wanted to stay competitive,” Foltz said.
A Mandate for Change
At the end of 2005, Foltz was given a budget and a mandate to choose and implement a document management system in the coming year. Foltz assembled a committee to ensure that adoption of a new system would have buy-in throughout the firm.
“We made sure that everyone knew just what document management was, how it would work and what we would look like after we implemented it, so that everyone saw the benefits and was on the same page,” Foltz explained.
The actual decision to go with ProSystem fx Document was a fairly easy one, Foltz said. First, some approaches were eliminated.
“We have one location and wanted in-house management, so an ASP approach was not attractive. We looked at some low-end systems, but decided to steer clear of anything that hadn’t been widely adopted,” Foltz noted.
Then, integration played a major role in GBQ’s choice.
“We liked the way CCH has laid out a strategy for ProSystem fx Document, built on .NET and SQL. We already use CCH’s ProSystem fx Tax as a core application, and have for over 10 years. Analyzing our workflows, we saw time and billing as a great integration point, which again led us to CCH,” Foltz noted.
Foltz believes that GBQ will also benefit significantly from the Client Portal module for Document.
“Without the Client Portal, we were experiencing huge demands on our e-mail system and often had to burn CDs and use a courier service to effect large file transfers. It was cumbersome when we had to deal with something like a client’s Quickbooks files. With the Client Portal, we can easily transfer files and share workpapers or PDF tax returns, and the whole operation looks more professional, as well,” Foltz said.
A History of Support
CCH support also played an important role in GBQ’s selection of ProSystem fx Document.
“We’ve had a history of great support from CCH over the years,” Foltz said. “Applications have been easy to roll out, and when we have had to call for help, the response has been phenomenal, with a live person on the other end of the line who really knew the product.”
“With GBQ, as with all our customers, CCH serves as a strategic partner – eager to understand customer needs and supply the products and support to help them meet their goals,” said Stuart Gill, CCH product manager.
GBQ is Columbus’ largest locally owned accounting and consulting firm with over 100 associates. It is a member of the BDO Seidman Alliance, a nationwide association of independently owned local and regional accounting and consulting firms. BDO Seidman LLP is one of the world’s largest accounting and consulting organizations.
About CCH, a Wolters Kluwer business
CCH, a Wolters Kluwer business (CCHGroup.com) is a leading provider of tax, audit and accounting information, software and services. It has served tax, accounting and business professionals and their clients since 1913. Among its market-leading products are The ProSystem fx® Office, CCH® Tax Research Network™, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill. Wolters Kluwer is a leading multinational publisher and information services company. The company’s core markets are spread across the health, corporate services, finance, tax, accounting, law, regulatory and education sectors. Wolters Kluwer has annual revenues (2005) of €3.4 billion, employs approximately 18,400 people worldwide and maintains operations across Europe, North America and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, see www.wolterskluwer.com.
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