On the Path to Paperless, Henry & Horne Adopts ProSystem fx Document
“Total Management Tool” and Integration with Other CCH Solutions Made Document Clear Choice for Leading Firm
(RIVERWOODS, ILL., May 10, 2006) – Henry & Horne, LLP, a 140-person Arizona-based accounting and business advisory firm that has followed a strategic plan for growth since its founding in 1957 has chosen ProSystem fx Document from CCH, a Wolters Kluwer business as a key technology to transform their workflows and client relationships. The award-winning ProSystem fx Document is a complete management solution built specifically for today’s CPA firm and part of the ProSystem fx Office suite from CCH, a leading provider of tax and accounting information, software and services (CCHGroup.com).
Mark Eberle, managing partner of Henry & Horne, recalls when firm members began to hear about the benefits of the paperless office several years ago. When they decided to explore what a document management system could do for their own operations, ProSystem fx Document was put on the list of solutions to be evaluated.
“What initially attracted us was the fact that Document was developed by accountants for accountants,” Eberle said. “That made it stand out from much of its competition.”
Henry & Horne’s positive experience with CCH’s ProSystem fx Engagement, the industry’s leading paperless engagement tool, was another point in Document’s favor.
“We found that Engagement saved professionals time and led to more consistent documentation in our attest work,” Eberle observed.
Solution Delivers Solid Benefits
As they scrutinized ProSystem fx Document and its competitors, a Henry & Horne team identified the benefits that Document would deliver to the firm.
“We needed a total management tool rather than just a document storage and retention system, and we needed a system that would control both native and scanned documents,” said Eberle. “Document will finally give us a way to control electronic documents from both a tracking and retention perspective. Add to that the fact that we knew Document would assist us in completing our transition to a more paperless environment, which is a major step forward for our firm, and the decision was clear.”
Henry & Horne also believed that ProSystem fx Document’s current integration with other CCH products and proposed future integration would improve staff efficiencies.
“Although we do not consider ourselves to be a bleeding-edge firm,” Eberle said, “we are focused on giving our staff the technology tools they need to perform their tasks with as much ease as possible.”
Henry & Horne has been recognized as one of the “Best Companies to Work for in the Valley of the Sun” by the Arizona Business Journal for the past three years.
The Importance of Partnership
While ProSystem fx Document will keep the firm on the cutting edge of technology, it will also reinforce a traditional role that Henry & Horne has carefully cultivated as a trusted advisor to its clientele of closely-held businesses and wealthy individuals.
“We view ourselves as genuine partners with our clients – becoming intimately knowledgeable about their needs and goals and doing our very best to ensure their success. Document’s Client Portal capabilities will definitely assist us in fulfilling that vision,” Eberle said.
“Partnership also describes CCH’s relationship with Henry & Horne,” Eberle added. “In our evaluation phase, CCH made sure that our every question was answered, our every concern was addressed and that we were completely comfortable with our decision. Now that we’re beginning the implementation phase of Document, we feel confident CCH will stay with us, keeping us aware of best practices and providing all the training and support we need,” Eberle noted.
“CCH is pleased to partner with Henry & Horne to help the firm realize new process improvements with ProSystem fx Document,” said CCH Product Manager Stuart Gill. “We’re excited about the opportunities ahead for the firm as they implement CCH’s integrated solutions to enhance productivity and profitability.”
About ProSystem fx Document
ProSystem fx Document was recognized by Accounting Today as a 2006 “Top 100 Product,” and is a 2006 finalist in the Software and Information Industry Association’s prestigious Codie Awards. For more information on ProSystem fx Document, visit CCHGroup.com or call 1-800-PFX-9998.
About Henry & Horne, LLP
Henry & Horne, LLP (www.henryandhorne.com) is an Arizona-based public accounting and business advisory firm founded in 1957. The 140-person firm serves closely held businesses and high net worth individuals throughout the United States and internationally from four Arizona locations: Tempe, Scottsdale, Casa Grande and Pinetop. Services include audit and accounting; business consulting; mergers and acquisitions; succession planning; business valuation; litigation support; forensic accounting services; tax services (R&D tax credits; cost segregation; state and local tax issues); estate planning; and international business services.
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 health, corporate services, financial services, tax, accounting, legal, regulation, and education. 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 depositary receipts of 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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