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Warren Averett Chooses ProSystem fx Document to “Pull It All Together”

Firm Advances Comprehensive Vision of Document Management with CCH

(RIVERWOODS, ILL., June 5, 2006) – Warren, Averett, Kimbrough & Marino, LLC, Alabama’s largest privately-owned accounting firm, has chosen ProSystem fx Document from CCH, a Wolters Kluwer business, as a means to fulfill their vision of efficient workflow and client collaboration. The award-winning ProSystem fx Document is a complete management solution built specifically for today’s CPA firm and is part of the ProSystem fx Office suite from CCH, a leading provider of tax and accounting information, software and services (

A Single Dashboard

Early this year, Warren Averett felt it was time to move towards a comprehensive vision of document management – a single dashboard for all information that would support uniform workflows and enhance collaboration.

Integration was a major concern in choosing ProSystem fx Document as the cornerstone technology for this vision.

“We’re fully CCH,” said Joe Vest, Project Manager for Warren Averett, referring to the firm’s adoption of ProSystem fx Tax, Practice, Profit Driver, Fixed Assets and Engagement products. “It only made sense to go with CCH as a way to tie everything together.”

But just as important to Warren Averett was the fact that Document’s ability to “tie everything together” wasn’t limited to CCH applications. Quickbooks files, Excel files, vendor lists, internal accounts payable files – all could be handled simply and easily with Document, and that made a difference.

“With ProSystem fx Document, you don’t need to know what kind of file you’re dealing with. That’s important, because we don’t want to see files as such –we want to see clients and their information, and that’s what Document lets us do,” Vest said.

Working Together

As part of their adoption of Document, Warren Averett has purchased the optional Client Portal module. They see interaction between firm members at various locations and clients as a key benefit of the Portal.

“There are limitations with e-mail,” Vest said. “With the CCH portal, we can work collaboratively with our clients, communicating and sharing information without concerns about file size or security issues,” said Vest.

Collaboration – forming a true working partnership – has also characterized the relationship between Warren Averett and CCH.

“We have high expectations when we adopt software, including the expectation that a software provider will work with us to get the most out of their product. We’ve come to CCH with solutions that we want to see, and they’ve been responsive,” Vest said.

“We’re pleased that Warren Averett chose ProSystem fx Document to fulfill their vision, and we’re committed to be fully engaged strategic partners with them to make that vision a reality,” said CCH Product Manager Stuart Gill.

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 or call 1-800-PFX-9998.

About Warren Averett

Founded in 1972, Warren, Averett, Kimbrough & Marino, LLC, is Alabama’s largest privately-owned public accounting and business consulting firm. Warren Averett provides professional services to large- to -mid-sized public and private companies in a variety of industries, including healthcare, manufacturing and distribution, banking, construction and technology.

Warren Averett has offices in Birmingham, Cullman and Anniston.

About CCH, a Wolters Kluwer business

CCH, a Wolters Kluwer business ( is a leading provider of tax and accounting law 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

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