Topic results Client Documents

CCH IFirm Accounts Production
Overview screen
The document provides a detailed overview of the CCH iFirm Accounts Production Overview screen, outlining its four main sections: the side panel for navigation, business details summarizing entity information, a validations area for managing errors and warnings, and a financial overview displaying key financial statements. The side panel includes options for managing accounting periods, such as creating prior periods or performing year-end processes. Users can also access detailed financial data, with options to view profit and loss or balance sheet statements directly from the overview.
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CCH Central
Documents tab
The Documents tab is a feature for managing documents linked to contacts and clients, facilitating better document organization and access within a practice. Users can create or link various file types, including Word, Excel, PDFs, and multimedia files. It allows easy addition, linking, and deletion of documents without storing copies of original files. The tab also enables users to create new documents based on templates or link to existing files and folders on the system, streamlining document management while highlighting the need for separate backup procedures.
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CCH Audit Automation
Working Papers and Client Documents
This document provides guidance on creating working papers and managing client documents using CCH Audit Automation. It highlights the use of an internal word processor and OLE links to Microsoft Word and Excel for generating textual documents. Users can create, index, and file documents, attach them to audit tests, and import files through drag-and-drop capabilities. The system allows for template selection and document customization, including the ability to scan and attach documents. It also covers changing working paper references and ensures that documents are appropriately filed and can be retained for subsequent audits.
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