Document Management

CCH ProSystem fx Mobile is now available for Apple users and soon will be released for the Android platform. New features include a client dashboard that displays an organized client background summary, such as a client's updated profile, contacts, files, associated projects and staff members assigned, accounts receivable information, and all related client notes, in a single view.

The app, which supports ProSystem fx Practice and Workstream features the ability to view a list of open invoices for a particular client, the A/R balance, as well as the date and amount of the most recent client invoices and receipts

Users can enter new, or edit existing time, expense and CPE transactions as well as review and filter all transactions by status and date. They can also check real-time updates of a transaction's status, release or post one or more transactions and update a project's status during transaction entry

Enhancements supporting ProSystem fx Document functions include filter file lists organized by class, subclass, year and by client name and the improved ability for displaying all files for a selected client and searching across all clients for files

Current app users will be prompted on their iPhone and iPad to upgrade to the new app for free. Access to common features remains free to all CCH AxcessTM customers.

Document, Practice and Workstream premium features can be licensed separately. A 90-day free trial is also available to check out all the new Practice and Workstream features and functionality.

CCH: 9998 (1-800-739-9998) or visit CCHGroup.com/Go

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