The #1 Document Management Integration for CCH.
Turn Every CCH Client Record Into a Complete, Audit-Ready File.
CCH Central manages the work. Workiro captures the evidence that proves it was completed.
Every CCH Client File Complete From Day One - Without Manual Filing
CCH clients auto-synced to Workiro
Every document filed to the correct CCH client
Emails and attachments captured automatically
Full audit trail built without extra admin
CCH Without Workiro
CCH tracks the work. The evidence is everywhere else.
• Documents scattered across folders and local drives
• Client emails lost in private inboxes
• Approvals and sign-offs hard to track
• Audit trail rebuilt manually under pressure
CCH After Workiro
One complete, defensible client file — per CCH matter.
• Clients auto-synced from CCH into Workiro
• Working papers, emails and signatures centralised against the correct client
• Clear, timestamped audit trail — no rebuilding when evidence is requested
• Complete client file — ready for audit
See the difference
One Clean Client Record - No Duplicate Setup
CCH Central clients sync automatically into Workiro: no manual entry
Client data stays aligned as records are updated in CCH
Every client ready to receive requests, emails and documents from day one
Every CCH Job Stored in the Right Client File
Emails, documents and approvals captured against the correct CCH client
Correspondence linked directly to compliance outputs: tax returns, accounts, engagement letters
No manual filing or hunting through folders when evidence is needed
Audit Trail Built Automatically
Every document version retained: who changed what, and when
Client approvals and sign-offs timestamped and stored in context
Full communication history searchable in seconds: ready for HMRC, QAD or PI review
CCH integration demo
Every CCH File Reviewed, Signed Off, and Defensible
Partner review captured in context: Comments, changes and approvals stored against the correct CCH client — not buried in an inbox
Client sign-off without the chasing: Secure approval requests sent and returned — timestamped and filed against the client automatically
Full version history retained: Every edit, every approval, every decision — traceable from day one
Compliance evidence ready without rebuilding: When HMRC or an auditor asks, the file is already complete
When the Regulator Calls, Your CCH File Is Already Ready
- Every document version retained
- Every decision stored in context
- Every approval provable
- Every action traceable
CCH integration demo
Keep Every Client File Defensible — Without Slowing Down.
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