Taxprep is a registered trademark of CCH Canadian Limited. Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated. Microsoft Office, Excel, Outlook and Windows are registered trademarks of Microsoft Corporation. CaseWare Working Papers is a trademark of CaseWare International Inc. All other product names are trademarks, or registered trademarks,of their respective owners. The following are trademarks of CCH incorporated used under licence: CCH Accountants’ Suite, CCH Practice, CCH Practice Driver, CCH Profit Driver, CCH Site Builder,CCH Document, CCH Scan, CCH Engagement and ProSystem fx Tax.

Toronto Office300-90 Sheppard Ave EastToronto ONM2N 6X1

Sherbrooke Office1120, rue de CherbourgC. P. 2300Sherbrooke, QC J1H 5N7

CCH CANADIAN LIMITED

Please quote CCH Code CDOCB6

To learn more about CCH Document, please visit us at www.cch.ca/AccountantsSuite.

Contact your local Account Manager,or call 1 866 426-6216 to register for a FREEwebinar or email us at: cservicecas@cch.ca

Reduce the costs associated with creating andstoring paper documents, and achieve dramaticworkflow improvements with CCH Document.

CCH Document is a complete document solution intelligently

built for today’s accounting firms. This robust application

brings to your firm:

n Streamlined workflows that result in improved productivity.

n More time for staff to generate revenue from new clients

and provide additional services to existing clients.

n Freedom from dependence on physical pieces of paper,

because CCH Document allows access to any document

from any location.

n Automated document retention, allowing you to implement

a consistent firm-wide retention policy.

The paperless office clearly remains a hot topic in today’s

public accounting firms. The benefits of electronic storage

include administrative cost savings; the security of having a

computer backup of all your client files which, properly stored,

is free from the perils of fire or water damage; and 24/7

remote access to the heart of your business: your client files.

But what does it really mean to take your firm from a world of

paper to one without? The definition of paperless varies from firm

to firm. In a truly digital environment, more than just your audit

and tax returns are in electronic format – your firm’s entire

workflow is paperless.

CCH Document manages the full range of documents found

in an accounting practice – from tax returns to client

correspondence, to employee records and e-mail – reducing the

costs associated with creating and storing paper documents and

resulting in an environment where employees work together more

efficiently. Deliver better service to your clients by spending your

billable time on their needs, instead of chasing their paper.

Besides the increased efficiencies and cost savings, CCH Document

will also reduce the risks associated with document storage and

help you ensure compliance with the Canada Revenue Agency’s

retention policies. Sarbanes-Oxley and other regulatory compliance

rules have changed the way you do business. CCH Document helps

you meet those new standards, all in the background of your

day-to-day work.

C C H D O C U M E N T ® P A R T O F T H E C C H A C C O U N T A N T S ’ S U I T E ®

M201-9-06

The CCH Accountants’ Suite

This powerful collection of integrated tools has been intelligently designed to help you meet the challenges of managing and growing your practice. These market-proven, award-winning, best-of-breed applications include:

Taxprep® Canada’s leading professional tax preparation software

CCH Practice® Practice Management – more than time and billing

CCH Practice Driver® Eye-opening practice profitability analysis tool

CCH Document® Helps you move to a paperless office

CCH Scan® Intelligent source document scanning

CCH Engagement® Paperless trial balance and engagements

CCH Profit Driver® Offer value-added services to your clients

CCH Site Builder® Have a professional web site in less than 30 minutes

ProSystem fx Tax® Leading U.S. tax preparation software

INTEGRATED. INTELLIGENT.

CCH Accountants’ Suite

C C H D O C U M E N T ®

Key Features Key Benefits to Users

Provides tight integrations withother CCH Accountants’ Suiteproducts

Streamlines your workflows and improves your productivity.

Saves all files in native file format Maintains file structure integrity to assure file access and readability now, and in the future.

Controls file versioning in nativefile format, resolving challengesoften associated with Word® and Excel®

Provides a consistent and reliable file naming convention, enables you to access most up-to-date documentversions as well as prior versions without the trouble of constantly renaming files or having to make PDFimages after each file revision.

Client Portal option providescollaboration with clients

Unlike remote desktop or employee portals that provide firm members with full network access when awayfrom the office, Client Portal allows a firm to share “specific” client files with a client in a secure, confidentialweb-based environment without the risk associated with sending file attachments via e-mail, or dealing withlarge file sizes that exceed e-mail quotas.

Manages ALL file formatsregardless of type within a single, centralized repository

Assures consistency and ease of storage and retrieval of all file types through a single, full-screen interface.Rather than having to browse through one data structure to find live work-in-progress (WIP) files and anotherdata structure for finalized PDF files, CCH Document provides a single interface for all content. Two clicks and you’re there!

Provides a highly flexible Userinterface display

Not only can the interface display use full-screen to optimize ease of viewing, but both the viewing panels and their layout can be positioned by the user to maximize ease of use.

Enables you to access file typesthat cannot be contained withinother Document ManagementSystems (DMS)

Files that would normally not launch due to broken file links within conventional DMS, or should be excludedfrom version control, can be easily stored within the Extended Area.

Provides risk mitigationNot to be confused with simply archiving PDF files, CCH Document manages all content - whether archivedor WIP, and assures due diligence on file retention policies firm-wide.

Provides multiple officeidentification and searching

Organizations can now be structured to have multiple office locations within CCH Document. Eachorganization can have a different default storage location, or can continue to have a centralized storage.Searches can be conducted for clients or documents in a single office, or across multiple office locations.

Uses Windows SQL open datastructure

Non-proprietary format assures file integrity and accessibility.

To better understand what CCH Document can do for you, here is a overview of the key features and benefits of this product:

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C C H D O C U M E N T ®

Experience The Power Of An Electronic Workflow

The content required to prepare individual tax returns can becomplex. With CCH products engineered to facilitate paperlessworkflow, you’ll experience unprecedented efficiency in managingall the pieces of the returns preparation process, from sourcedocumentation to time management, client relations, projectmanagement, and document retention.

n Integration between Taxprep®, CCH Engagement®, CCH Practice®and other products in the CCH Accountants’ Suite means you can automatically create and manage client information fromone location.

n Scan, organize, and bookmark source documents with CCH Scan,and then save directly to CCH Document in one step.

n Manage additional file types, such as Taxprep, CCH Engagement,CCH Practice, CaseWare™ Working Papers, Microsoft Office®,Adobe® PDF and other industry standard applications.Information is always available and you can control thenumerous files your clients send you. Unnecessary files will never again sit on your network consuming valuable space.

n Electronically file returns and eliminate theabundance of paper that must be organized,filed, and retrieved.

n Offer clients immediate access to theirreturn via the Client Portal, and an invoiceprepared from time and billing entriesthat is tracked in CCH Practice.

n Store returns in CCH Document withthe appropriate retention periods for automatic destruction upon expiration.

By using other CCH Accountants’ Suite products, such as the award-winning and industry-leading CCH Engagement and Taxprep,the process is easier than ever before.

n Manage client information, along with the time and billing,through CCH Practice.

n Prepare necessary Excel and Word financial statements efficientlywith CCH Engagement.

n Provide a direct import to Taxprep, via the Dynalink function thatmaps the GIFI data, offering the ability to drill directly back tothe source information in CCH Engagement trial balance.

n Store permanent files and correspondence in either CCH Document or CCH Engagement, eliminating the need to file paper documents.

n File and store final returns in the CCH Engagement binder, andeasily send returns to clients via the Client Portal.

Workflow WheelFrom acquiring new clients to gathering source documentsand generating the tax return, the CCH Accountants’ Suiteoffers a multitude of paperless solutions that keep returnsmoving through your firm.

Comprehensive Integration Brings Even More Versatility.

With the continuing integration among

CCH Document, Taxprep, CCH Practiceand other CCH Accountants’ Suiteproducts, as well as CaseWare Working

Papers, Microsoft Office and other industry

standard applications, this software

provides an electronic repository for all

documents generated within the firm. This

enables streamlined workflows, lower costs

for storing documents, and the opportunity

to create more time for staff to generate

revenue from new clients or provide

additional services to existing clients.

Maximize Your Engagements From Start To Finish

With CCH Engagement as the centrepiece of any engagementperformed in your firm, you’re already experiencing the benefits of smooth electronic workflow. However, integration withapplications such as CCH Document, CCH Scan, CCH Practice,plus the related controls of time, clients, projects and associateddocuments, round out the remainder of the engagement.

n Manage all aspects of an audit through seamless integration with Accounting Research Manager and CCH’s accounting andaudit titles.

n Eliminate the need to search for workpapers in an accordionbinder. Information flows throughout the entire electronic binder; source documents can be efficiently scanned in andlogically stored for easy retrieval; workpaper notes can be created and answered within the application; signoffs can beobtained efficiently; and there are no constraints as to wherethe work is done.

n Store permanent files and correspondence in CCH Document.

n Prepare final tax returns from final financial statements.

n Send financial statements to clients via the Client Portal,eliminating the dependency on paper and increasing firm efficiencies.

Immediate Efficiency With Explorer-StyleFunctionality

Windows Explorer-style functionality in CCH Document brings youunmatched versatility and ease-of-use. While still incorporating thesecurity features inherent in CCH Document, the Document Driveoffers an effortless learning curve and increased user efficiency.

n Simply drag-and-drop or paste files into CCH Document, whilesimultaneously storing related metadata.

n End-users easily navigate to the files they need.

n You define all authenticated user access permissions.

n Extend your office by providing an efficient resource for yourstaff to work while traveling. Newly created documents added to the Document Drive or checked in after working offline willautomatically be validated and uploaded the next time you signinto CCH Document.

n Streamline other day-to-day features with the Document Drive,such as checking out and checking in multiple documents.

CCH Accountants’ Suite

Taxprep®

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Enhanced Usability Streamlines The Way You Work

Now you can customize your CCH Document home page tospecifically support the way you work every day. The home pageallows you to configure a display of one to six panels, select alayout template for organization, and even choose to make theSearch page your home page. All panels are in the left navigationbar so everything is readily available, and can also be shown in full-screen views. And many functions, including lock, check out, checkin, version numbering, direct editing, discussion, and overduenotification, are now readily accessible to improve overall usabilityand help you organize, manage, and maintain your documents.

Client Portal Offers Access From Anywhere

CCH Document not only enhances the workflow within your firm,it also enhances communication with your clients. ConvenientClient and Document Discussion features allow the entire firm tocommunicate about specific documents or clients. Add ClientPortal and you have a reliable, secure resource in which youand your clients can exchange information.

Additional integration with Microsoft® Outlookexpands communication and control even further.The increased collaboration with clients andstaff, whether in the office or workingremotely, means your firm can now offeryour clients enhanced services. Alldocuments published to the ClientPortal allow easy retrieval by anyonewho has access. Store documents incabinets and folders that havecustomizable names to allow the storage to mimic the way you currently file your paper documents.

Improved disk space managementand hardware requirements makeClient Portal more affordable thanever before, while increasingsecurity and efficiencies in your workprocesses at the same time.Documents are available upon logginginto Client Portal, and can be designatedas read or read/write for easier access andgreater security. Experience enhanceddocument management with Client Portalthrough preserved history and maintained synchronization.

Essential Collaboration Tools In Today’s Workplace

Everyone working on an engagement should be able to collaborate,whether working remotely or in the office. CCH Document’s tightintegration with Taxprep, CCH Engagement, CCH Scan and othermodules in the CCH Accountants’ Suite make it a firm-widesolution – for documents created within the CCH Accountants’Suite or elsewhere.

The integration between the CCH Accountants’ Suite, CCH researchtools and Microsoft Office allow you to create a complete paperlessenvironment. This unmatched integration offers support for allworkflow processes in the firm, including tax returns, any type ofengagement, and back office processes such as Human Resources,in addition to collaboration between you and your clients.

C C H D O C U M E N T ®

“ Document storage was quickly becoming an efficiency and cost issue for us. In the past when we had attempted to go paperless, it soonbecame clear that the amount of work required in coming up with the necessary procedures to go paperless was well beyond our expertiseand time limits. We needed a reliable vendor that understood the specific needs of an accounting firm. The CCH Document team wascommitted to provide integrated and time-saving solutions to us. Our "paperless" project is managed and implemented by CCH, whichmeans we can continue to focus our time on our clients and our practice. In addition, the Client Portal option allows us to easily give ourclients 24/7 access to the electronic documents we choose to share so that we'll maximize our billable hours and minimize our time mailing,emailing and faxing client documents. For our firm, "going paperless" with CCH Document was an obvious and easy choice.”

- C. Todd Trowbridge, CA, Trowbridge Professional Corporation

Versatile Search CapabilitiesViewed At A Glance

Search parameters for documents, clients,

and word searches are combined on one

screen with CCH Document, so you can

perform searches using any combination of

these parameters, based on the customized

search criteria you have made available.

In addition, multiple offices can conduct

searches on any combination of offices from

the same screen. We even offer plug-ins that

allow you to perform searches, then access

and display information, from other

CCH Accountants’ Suite applications – all

directly from your CCH Document Home

Page.

Redefining Document Management

The new and unique Extended Storage

feature provides you never-before-seen

functionality in document management,

reinventing the way you manage not only

documents, but also other applications.

n Extended Storage expands your document management system

into a content management system. Now you can manage

applications like Taxprep and CaseWare without the concern

of broken links due to versioning issues – a unique feature of

CCH Document.

n The metadata is associated to the application files, allowing

you to track history, use retention periods, apply classes and

subclasses, and include them in your search results. Now you

can associate these rules and categories with clients and the

numerous projects you do throughout your firm.You do nothing

more than tell CCH Document to store the files in Extended

Storage – no additional management is necessary.

CCH Helps You Achieve A Paperless Workflow

CCH, a Wolters Kluwer business, offers a full range of services to

make your switch to a paperless environment as smooth and

productive as possible. These services include installation, firm-wide

consulting on best practices, and training. Our consultants conduct

a personal survey to determine if there is anything needed to make

your firm ready to implement CCH Document.

Reduce the costs associated with creating and storing paper

documents, and achieve the dramatic improvements in workflow

and client benefits this technology has to offer. It is a smart

business decision that will make your firm more profitable.

Let us help you achieve this dream.

For more information, and to place orders, call us today at

1 866 426-6216.

C C H D O C U M E N T ®

System Requirements

n Dedicated Microsoft Windows 2003 server

n Windows 2000 or 2003 active directory domain

n Dual 2.4+ GHz Intel Pentium processor or equivalent

n 1 GB - 3 GB 200 MHz DDR SDRAM

n 40 GB+ hard drive

n Breakdown of drive:

• c:/ - system = 10 GB

• d:/ - log files = 10 GB

• e:/ - SQL DB = 15 GB

Note: Indexed data = 20% of your projected client storage usage

for storing indexed data.

n .NET framework installed and configured

n Microsoft Internet Information Server 6

n SQL Server 2000 or higher, standard or enterprise edition

n SMTP-enabled e-mail (SMTP mail server preferred)

Note: The number of prospective concurrent users & available

bandwidth should determine the specification for the server(s).

Recommended Client (Desktops/Laptops)

n Microsoft Windows 2000 Professional (minimum SP2)

n Microsoft XP Professional or higher operating system

n Internet Explorer 6

n Microsoft Office 2000 or higher (minimum SP2)

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