client communication

Transcription

1 CCH Portal

2 cliet commuicatio facig today s challeges Like most accoutacy practices, we ow use for most cliet commuicatio. It s quick ad easy, but we do worry about the security of sesitive data. Recetly we tried some of those olie documet exchage websites, but a public file-sharig system is at odds with our aim of providig persoal cliet service ad like other professioal firms we have some cocers about cofidetiality. Cliet portals that are desiged for geeral use seem quite limited ad oly offer documet exchage ad approval. We eed somethig that s bee specifically desiged for a accoutacy practice. It eeds to be totally secure ad liked to our cliet ad cotact database so we ca treat our cliets as idividuals ad they ca commuicate easily with the appropriate practice staff. We wat to be able to publish documets ad other files directly from our tax ad accoutig systems ad add secure messages to the files so that all cliet coversatios are maaged from a sigle, cetral locatio. A practice like ours defiitely eeds a portal that goes beyod basic documet exchage ad approval. 1

3 CCH Portal the solutio from Wolters Kluwer Maage cliet relatioships Good cliet relatios are the foudatio of ay accoutacy practice. That s why it s so importat that your documet exchage system uderstads the relatioships you already have ad helps you to build ew oes. Cliet database CCH Portal uses the cliet ad employee iformatio already set up i CCH Cetral, icludig cliet associatios ad team security settigs, so you ca maage all your cliet relatioships o a sigle system. Multiple relatioships CCH Portal recogises that each cliet ca have a variety of relatioships to other cliets for example as a spouse, co-director or busiess parter ad makes it easy for you to commuicate with them i all these roles. Persoal commuicatio Where there are multiple cotacts i a orgaisatio you ca restrict messages, documets ad eve approval requests to amed idividuals. Sigle logo If a cliet has multiple relatioships with the practice for example as both the director of a compay ad a persoal tax payer they ca be give a sigle logo to access all ecessary files ad documets. Cliet teams Set team resposibilities at both a practice-wide ad cliet level. The ames of these team members will appear i drop-dows o the cliet s portal, makig it easy for them to commuicate with the correct idividual. Team resposibilities also allow you to limit access to sesitive cliet data. Documet review May practices have a policy of reviewig all commuicatios before they re set to cliets. CCH Portal allows oe employee to draft a message ad forward it to a colleague for review, amedmet ad iteral sig-off. Persoalisatio System s use templates which ca be customised ad edited for cotet ad appearace. Messages set withi a portal ca iclude a photo of the team member. Look ad feel A cascadig style sheet gives precise cotrol over the appearace of your cliet portals so that you ca alig them with the rest of your firm s olie presece. Use existig parter ad team resposibilities to support cliet relatioships 2

4 Improve practice efficiecy Eve a geeric documet exchage system ca save you time ad elimiate postal charges ad delays, but whe you choose a dedicated cliet portal you ll fid the efficiecies do t stop there. Mobility Give your cliets immediate, secure 24/7 access to documets ad files. Elimiate the cofusio of havig multiple versios circulatig by . Add value Capture all cliet commuicatio i a sigle locatio for greater visibility ad cotrol. By givig everyoe i your practice a complete picture of cliet commuicatio at all times, CCH Portal maximises your opportuities for offerig value added services. Direct publicatio The CCH Portal is fully itegrated with the rest of the CCH software suite so you ca publish documets straight to the portal as you work o tax, accoutig ad practice maagemet tasks. Comprehesive You ca add files such as spreadsheets ad PDFs from ay source, so that all documet exchages ca be maaged i a sigle system for optimum security, visibility ad cotrol. Cliet approval Request approval for ay documet that you sed to the portal ad get immediate otificatio oce approval has bee give. The extra assurace of your cliet s secure sig-off is backed up by a full audit trail. Istat otificatio If you re logged ito CCH Cetral, a pop-up message will alert you wheever a cliet seds you a ew message or file via their portal. If you re uavailable, you ca set up a automatic out of office message. Simple admi The CCH Portal simplifies the process of settig up ew users by automatically ig a activatio lik. If a portal user forgets their password a fully automated forgotte password facility eables them to create a ew oe. By allowig cliets to self-maage their access, CCH Portal frees the practice from ogoig admi. Your CCH Cetral home page gives istat access to cliet documets ad messages 3

5 Itegrated messagig You would t sed a attachmet without a word of explaatio, so why sed a file to a cliet without a message to put it i cotext? CCH Portal goes beyod basic documet exchage by allowig you to add secure cotextual messages to every documet or file that you sed. Persoal commuicatio CCH Portal icludes a two-way messagig facility so that coversatios with your cliets ca be stored i the cliet file ad accessed from a sigle, cetral locatio. Reduce risk CCH Portal protects cliet cofidetiality ad reduces risk by keepig all sesitive commuicatio withi a totally secure eviromet. Cliet otificatio Whe you add a message or file to a cliet portal, a automatic otificatio is set to ay cliet cotacts liked to that portal so that they kow there s a message or file for them to review. Multiple roles Because it uses the cotact ad relatioship iformatio you already hold i the CCH Cetral database, CCH Portal eables you to commuicate easily with your cliets i ay of their roles for example as a persoal tax payer or as a director of a compay. Visibility ad cotrol Teams withi the practice ca work o cliet commuicatio together, accessig coversatios from a secure, cetral locatio. Orgaisatio Create your ow folders withi each cliet s portal. Files uploaded by your cliets are held i their ow, dedicated folder for you to review, move or delete. CCH Portal makes it easy for your cliets to approve documets 4

6 Reduce risk I order to feel comfortable usig a cliet portal, your cliets eed to feel cofidet that their sesitive, private iformatio will be safe. Practices are well aware that ay data breach could have a catastrophic impact o their reputatio as a trusted adviser. Security CCH Portal uses the highest available, military grade 256-bit Advaced Ecryptio Stadard, givig you ad your cliets complete peace of mid. Reassurace We also apply the same security protocols used by iteret baks ad similar websites to provide your cliets with the visible reassurace of the familiar closed padlock ad https website address. Persoalised logis The CCH Portal makes the process of settig up ew users as easy as possible with system-geerated s, activatio codes ad a activatio lik. Cliet passwords You cotrol the miimum legth ad complexity of the passwords that cliets have to set up. For complete security, either the practice or Wolters Kluwer holds a record of ay cliet s password. Server security The servers which host the CCH Portal service have reached the highest security stadards ad are fully protected agaist power failure, physical itrusio ad etwork outages. Team access Access to the CCH Portal is admiistered separately from access to other parts of the CCH software suite, so you have complete cotrol over who ca use it. Cotrol password legth ad complexity 5

7 CCH Cetral deliverig a competitive advatage CCH Portal is part of the CCH software suite. At the heart of this itegrated software suite is CCH Cetral which combies iformatio from multiple applicatios o customisable home pages. CCH Cetral redefies the meaig of itegrated software. Data from across the practice ca be extracted, reported o ad used for CRM, busiess developmet ad practice maagemet. The ituitive, browser-style iterface makes it easy for everyoe eve occasioal users to use the software. Because CCH Cetral operates across the etire software suite you oly have to lear a fuctio oce to be able to use it aywhere. Data maagemet CCH Cetral elimiates wasted effort ad eradicates errors with a sigle, cetral database so you oly have to eter ad update iformatio i oe place. Ad because CCH Cetral works across your software suite, you get a complete picture of your cliets ad your practice without costatly swappig betwee applicatios. Reportig Usig CCH Cetral Reportig, eve o-techical users ca costruct complex reports, simply by draggig ad droppig fields. Data ca be draw from multiple CCH applicatios ad preseted i a sigle report. Simplified cross-cliet ad cross-applicatio reportig eables rapid data miig, opeig up ew markets ad opportuities. Workflow CRM ad busiess developmet CCH CRM powered by Workbooks is itegrated with CCH Cetral so you ca grow your practice ad egage with your cliets usig the iformatio ad skills you already have. The cloud-based CRM system improves the efficiecy of the etire marketig ad busiess developmet process, from ruig evets ad capturig web queries to maagig your ew busiess pipelie ad measurig the retur o your marketig sped. Maagig KPIs CCH KPI Moitorig eables you to maage busiess-critical evets, deadlies ad tasks occurrig across all your applicatios. Whe a trigger coditio such as overdue iformatio, excessive WIP or a completed tax retur is met, the software seds out a alert which ca iclude a report o the exact status of the key performace idicator beig moitored. You ca also use it to automate the productio ad distributio of regular practice reports. CCH Workflow allows you to maage tasks across your etire software suite. Workflows ca be triggered by a evet such as settig up a ew cliet or by the completio of aother workflow, ad ca be exteded to iteract with third-party systems. CCH Workflow helps you moitor deadlies, avoid resource bottleecks ad focus o maagig ed-to-ed cliet relatioships rather tha just idividual jobs. 6 7

8 The Wolters Kluwer differece Wolters Kluwer is oe of the world s largest providers of tax, accoutig ad audit software, iformatio ad services. As a global market-leader with aual reveues of over 3.5 billio, operatios i 40 coutries ad more tha 18,000 employees worldwide *, our software, iformatio ad services deliver smart tools, vital isights, timely traiig ad the guidace of subject-matter experts. I the UK our products ad services supplied through the CCH ad Twifield brads support more tha 20,000 professioals. We work hard to help you improve efficiecy ad reduce compliace risks so you ca use more of your time to build stroger relatioships with your cliets. 97% of the top 100 accoutacy firms use a Wolters Kluwer product 54% of FTSE 350 compaies use a Wolters Kluwer product *Reveue i billio. Other figures from the Wolters Kluwer aual report. Customer umbers based o iteral research, November

9 Fid out more about CCH Portal For more iformatio about the CCH software suite: Call: * Visit: cchsoftware@wolterskluwer.co.uk Wolters Kluwer (UK) Limited. Registered i Eglad ad Wales, No , VAT No Registered Office: 145 Lodo Road, Kigsto upo Thames, KT2 6SR, Uited Kigdom. *Calls cost 7p per miute plus your telephoe compay s access charge DP3444