CCH Central & Workiro
Complete practice synchronisation
Sync your CCH Central clients with Workiro automatically. Client name updates sync instantly across both systems. Eliminate data discrepancies between your compliance software and practice management system. Maintain accurate, consistent client records without manual data entry or duplication.
Streamlined document management
Centralise all CCH Central documents within Workiro's organised filing system for consistent practice-wide access. Compliance documents, tax returns, and reports automatically file in the correct location. Maintain your preferred filing structure whilst ensuring documents are always findable. Enable your entire team to access CCH-generated documents through one unified system.
Automatic email capture
Leverage email addresses stored in CCH Central to automatically capture and file all client communications. Every email relating to compliance, tax matters, or client queries is systematically archived. Build comprehensive audit trails that meet regulatory requirements effortlessly. Reduce time spent manually filing emails whilst ensuring nothing is missed.
One-click client access
Navigate directly from CCH Central client records to corresponding Workiro profiles without switching applications. Access complete client files, including all documents and communications, instantly. Eliminate the need to search for client information across multiple systems. Improve response times to client queries with immediate access to their full history.
FAQ’s
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