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With New ProSystem fx Document On-Premise, CCH Now Delivers Advanced Functionality, Usability on Both SaaS and On-Premise Platforms

(RIVERWOODS, ILL., August 23, 2011) – Whether professionals prefer working in the cloud or keeping closer to the ground, they can now benefit from the latest advancements in document management solutions from CCH. CCH has announced that ProSystem fx® Document is now available in an on-premise platform – the first of the award-winning CCH ProSystem fx Suite of solutions to deliver both Software-as-a-Service (SaaS) and on-premise versions. CCH, a Wolters Kluwer business is the leading global provider of tax, accounting and audit information, software and services (CCHGroup.com).

ProSystem fx Document is a premier document management solution that provides firms with a secure, scalable, easy and efficient way to store, find and use their documents to facilitate their paperless workflows. Document is an integral member of the ProSystem fx Suite, which delivers a robust set of applications through a dynamic and centralized platform.

Like the SaaS version of Document, the on-premise, or firm-hosted, version delivers a wide range of benefits, from higher profitability, resulting from increased efficiency and cost savings, to risk mitigation that firms need for document storage and retention. And, it also increases a firm’s ability to leverage work as the ProSystem fx Suite Common Client Database and Administration Manager leverages firm, staff and client data, streamlining effort and ensuring consistency.

“If you’ve wanted an on-premise version of Document with the expanded functionality, and increased speed and simplicity of the SaaS version: ProSystem fx Document (OP) is for you,” said John Springfield, CCH Product Manager, Workflow Solutions. “With Document, CCH is delivering on the vision of providing the most highly evolved and integrated solutions to help streamline tax and accounting workflows in both SaaS and on-premise platforms.”

Secure Storage, Integration

The on-premise or firm-hosted version securely stores information through advanced encryption coding and password protected access. Document OP also tightly integrates with Microsoft® Office, other third-party applications and many ProSystem fx products, including:

• ProSystem fx® Portal (SaaS);
• ProSystem fx® Tax;
• ProSystem fx® Engagement; and
• ProSystem fx® Scan.

Award-winning E-mail Management

In addition to storing workpapers, data files and back-office documentation, ProSystem fx Document also helps better manage e-mail by enabling users to:

• Drag and drop e-mails and attachments directly to ProSystem fx Document from within Microsoft® Outlook®;
• Enhance collaboration within a firm by saving pertinent client e-mails to ProSystem fx Document, making them accessible to everyone;
• Ensure compliance with regulations related to e-mail retention and destruction;
• Manage the size of exchange servers by archiving e-mails in a secure, searchable location; and
• Eliminate risks related to local hard drive crashes or laptop thefts by storing e-mails outside of archived e-mail storage.

For More Information

For more information on ProSystem fx Document on-premise or SaaS platforms, please click here or contact a CCH sales representative at 1-800-PFX-9998 (1-800-739-9998).

About CCH, a Wolters Kluwer business

CCH, a Wolters Kluwer business (CCHGroup.com) is the leading global provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The ProSystem fx® Suite, CorpSystem®, CCH® IntelliConnect®, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill. Wolters Kluwer (www.wolterskluwer.com) is a market-leading global information services company. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

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