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DiCicco, Gulman & Company LLP Chooses ProSystem fx Document from CCH
(RIVERWOODS, ILL., November 6, 2006) – The Boston-area accounting and business advisory firm of DiCicco, Gulman & Company LLP (http://www.dgccpa.com), has chosen ProSystem fx Document from CCH, a Wolters Kluwer business, to pull together and manage the wide range of documents they need in their dynamic practice. CCH is a leading provider of tax and accounting information, software and services (CCHGroup.com).
DiCicco, Gulman & Company LLP (DGC) started moving from paper to electronic documents four years ago, but the firm lacked a way to effectively manage the results, according to Tammy M. Yu, IT and Project Manager for DGC.
“Windows Explorer couldn’t really do the job. There were problems with saving and organizing documents properly, a lack of access controls and no way to automatically implement document retention and purging policies,” Yu noted.
Handles All Needs
After putting together a task force, checking references and sitting through demos from a number of companies, DGC chose CCH ProSystem fx Document.
“Document was always on the list,” Yu said, in part because the firm used and liked a number of CCH solutions – ProSystem fx Tax, Engagement and Practice Management.
But ProSystem fx Document went beyond simply tying together other CCH applications. E-mail was a case in point.
“Before, accountants were keeping client e-mail in their own individual folders,” Yu said. “Now, e-mail can easily be integrated into the client files, where it belongs, and extraneous copies can be deleted.”
The ability to manage many types of electronic documents – not just tax returns and engagements – was also key in DGC’s final decision.
“We wanted a firm-wide solution,” Yu said. “We didn’t want one system for client data, then something else for HR, Administration and IT. After talking with firms that had adopted Document, we were convinced that it could handle all our needs.”
Additions Expand Applications
DGC also found that CCH ProSystem fx Document would meet their needs even better with the optional Client Portal module for data sharing, PDFlyer and ProSystem fx Scan, CCH’s scanning solution.
“From an IT perspective, the Client Portal is a superior solution for working with clients and exchanging data,” Yu said. “Everything is secure and encrypted, which makes it more comfortable for everyone, and file size is not an issue, as it often is when using e-mail to send files back and forth.”
“With ProSystem fx Scan and PDFlyer, our operations will be more streamlined, because of the ability to efficiently manage the scanning of physical documents and handle changes to PDFs. In addition, the single login for document management eliminates the need to keep logging in and out of the tax and audit programs,” Yu added.
Forging a Partnership
Choosing a document management system is a major decision, and DGC found that CCH was willing to partner with them during the entire process.
“We made CCH go through a lot of demos and asked them to tweak their proposal to meet our specific needs,” Yu said. “We have a very good relationship and found them to be very responsive throughout.”
“We understand that our customers have diverse needs and priorities,” said Stuart Gill, CCH product manager. “Our goal is to serve as their strategic partner – to listen, understand their needs and to provide solutions.”
About DiCicco, Gulman & Company LLP
DiCicco, Gulman & Company LLP is a CPA and business consulting firm specializing in the accounting and financial matters of closely held companies and high net worth individuals. They have a particular specialty in providing service to professional service firms and serves both regional and national clients. DiCicco, Gulman & Company is headquartered in Woburn, Mass. with an additional office in Boston, Mass. For more information please visit http://www.dgccpa.com.
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 global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory, and education sectors. 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 shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, visit www.wolterskluwer.com.
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