CCH Document Management 2025.1: Release Notes
Prerequisites
Installing CCH Document Management 2025.1.
This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licenced are installed in the correct sequence. Click here to learn about the Central Suite Installer.
Software Enhancements
CCH iFirm integration
CCH Document Management has added the following items to support the CCH iFirm suite of cloud products.
Saving documents from CCH iFirm AML: KYC, Ongoing Monitoring, and KYB to CCH Document Management
Documents from CCH iFirm AML (KYC, Ongoing Monitoring, and KYB) checks can now be filed to CCH Document Management.
Creating/checking a Document Type
A new document type is not required for this feature if a Document Type is already associated with the following Document System Type = AML Report. To identify if one is already present, navigate to File > Maintenance > Document Management > Document Types:
If none is present, create a new document type ensuring that AML Report is the Document System Type.
Creating/setting the Document Type in Client Library
Once a Document Type has been created, the document type needs to be added to the Client Library.
Navigate to File > Maintenance > Document Management > Libraries and Types, select Client from the Library drop-down, and move the Document Type from Type not in Library to Types in Library.
Setting a Default assignment for AML
To allow the saving of the documents from CCH iFirm AML, a new Default assignment for AML Report has been added to the Document - Types Tab in the Assignment Templates window.
Navigate to File > Maintenance > Assignment > Assignment Templates.
Against your nominated assignment, before ticking the 'Default assignment for AML Report' tick box, ensure that the AML Report Document Type has been moved to the 'Types in assignment template' column.
Tick the 'Default assignment for AML Report' tick box. Only 1 assignment template can be marked as the default for AML.
Changing the Default assignment for AML Report
To change the 'Default assignment for AML Report' from one assignment to another, ensure that the document type is available within the Types in the assignment template for the assignment you wish to move the default to, then tick the tick box and the following box appears:
Yes - This changes the tick from the old assignment template to the newly selected one.
No - Cancels the current operation and leaves the Default assignment as is.
Validation messages
If the AML Report Document Type is not in the Client Library, when ticking the 'Default assignment for AML Report' tick box you will receive this message:
If the AML Report Document Type is not in the selected Assignments' 'Types in assignment template', when ticking the 'Default assignment for AML Report' tick box you will receive this message:
If the AML Report Document Type is removed from the 'Types in assignment template' on the assignment which is marked as 'Default assignment for AML Report', you will receive this message:
Yes - This un-ticks the tick box and moves the AML Report document type to the 'Types not in assignment template'.
No - Cancels the current operation and leaves the AML Report document type and 'Default assignment for AML Report' tick box as ticked.
Note: If the AML Report document type is moved back to 'Types not in assignment template', all subsequent documents filed with the AML Report document type will have a blank assignment associated with it when selected within CCH Document Management. The assignment can be manually linked within the relevant Clients' Document Centre.
Activate monitoring of files
The following configuration keys relate to the activation for CCH Central to monitor documents available from CCH iFirm AML for filing into CCH Document Management.
To active, navigate to File > Maintenance > User Defined > Configuration
AML Biometrics KYC
Keyname = iFirm_AMLBioLicenceCheck, change the KeyValue from 0 to 1, to allow the saving of Biometrics PDFs.
Keyname = iFirm_AMLBioPolling, this value is set to 50 mins. Change the value to decrease or increase the interval times for the service monitoring.
AML Data KYC
Keyname = iFirm_AMLPolling, this value is set to 15 mins. Change the value to decrease or increase the interval times for the service monitoring.
Ongoing Monitoring
Keyname = iFirm_EnableOMPolling, change the KeyValue from 0 to 1, to allow the saving of Ongoing Monitoring PDFs.
Keyname = iFirm_OMPolling, this value is set to 1440 mins. Change the value to decrease or increase the interval times for the service monitoring.
KYB
Keyname = iFirm_EnableKYBPolling, change the KeyValue from 0 to 1, to allow the saving of KYB PDFs.
Keyname = iFirm_KYBPolling, this value is set to 1440 mins. Change the value to decrease or increase the interval times for the service monitoring.
Note: A restart of the CCH Central Services is required whenever the KeyValue is changed for iFirm_AMLBioPolling, iFirm_AMLPolling, iFirm_OMPolling, iFirm_KYBPolling configuration keys.
Saving documents from CCH iFirm Personal Tax to CCH Document Management
CCH iFirm Personal Tax documents can now be filed to CCH Document Management.
Creating/checking a Document Type
A new document type is not required for this feature if a Document Type is already associated with the following Document System Type = Tax Return Bundle. To identify if one is already present, navigate to File > Maintenance > Document Management > Document Types:
If none is present, create a new document type ensuring that Tax Return Bundle is the Document System Type.
Creating/setting the Document Type in Client Library
Once a Document Type has been created, the document type needs to be added to the Client Library.
Navigate to File > Maintenance > Document Management > Libraries and Types, select Client from the Library drop-down, and move the Document Type from Type not in Library to Types in Library.
Setting a Default assignment for Tax Return Bundle
To allow the saving of the documents from CCH iFirm Personal Tax, a new 'Default assignment for Tax Return Bundle' has been added to the Document - Types Tab in the Assignment Templates window.
Navigate to File > Maintenance > Assignment > Assignment Templates.
Against your nominated assignment, before ticking the 'Default assignment for Tax Return Bundle' tick box, ensure that the Tax Return Bundle Document Type has been moved to the 'Types in assignment template' column.
Tick the 'Default assignment for Tax Return Bundle' tick box. Only 1 assignment template can be marked as the default for the Tax return bundle. 
Changing the Default assignment for Tax Return Bundle
To change the 'Default assignment for Tax Return Bundle' from one assignment to another, ensure that the document type is available within the Types in the assignment template for the assignment you wish to move the default to, then tick the tick box and the following box appears:
Yes - This changes the tick from the old assignment template to the newly selected one.
No - Cancels the current operation and leaves the Default assignment as is.
Validation messages
If the Tax Return Bundle Document Type is not in the Client Library, when ticking the 'Default assignment for Tax Return Bundle' tick box you will receive this message:
If the Tax Return Bundle Document Type is not in the selected Assignments' 'Types in assignment template', when ticking the 'Default assignment for Tax Return Bundle' tick box you will receive this message:
If the Tax Return Bundle Document Type is removed from the 'Types in assignment template' on the assignment which is marked as 'Default assignment for Tax Return Bundle', you will receive this message:
Yes - This un-ticks the tick box and moves the Tax Return Bundle document type to the 'Types not in assignment template'.
No - Cancels the current operation and leaves the Tax Return Bundle document type and 'Default assignment for Tax Return Bundle' tick box as ticked.
Note: If the Tax Return Bundle document type is moved back to 'Types not in assignment template', all subsequent documents filed with the Tax Return Bundle document type will have a blank assignment associated with it when selected within CCH Document Management. The assignment can be manually linked within the relevant Clients' Document Centre.
Activate monitoring of files
The following configuration keys relate to the activation for CCH Central to monitor documents available from CCH iFirm Personal Tax for filing into CCH Document Management.
To active, navigate to File > Maintenance > User Defined > Configuration
Keyname = iFirm_EnablePTPolling, change the KeyValue from 0 to 1.
This will inform the CCH Central Service to monitor all files pushed from CCH iFirm Personal Tax .
Keyname = iFirm_PTPolling, this value is set to 60 mins. Change the value to decrease or increase the interval times for the service monitoring.
Note: A restart of the CCH Central Services is required whenever the KeyValue is changed for the iFirm_EnablePTPolling key.
Saving documents from CCH iFirm Accounts Production to CCH Document Management
CCH iFirm Accounts Production documents can now be filed to CCH Document Management.
Creating/checking a Document Type
A new document type is not required for this feature if a Document Type is already associated with the following Document System Type = Financial Statements. To identify if one is already present, navigate to File > Maintenance > Document Management > Document Types:
If none is present, create a new document type ensuring that Financial Statements is the Document System Type.
Creating/setting the Document Type in Client Library
Once a Document Type has been created, the document type needs to be added to the Client Library.
Navigate to File > Maintenance > Document Management > Libraries and Types, select Client from the Library drop-down, and move the Document Type from Type not in Library to Types in Library.
Setting a Default assignment for Accounts Production
To allow the saving of the documents from CCH iFirm Accounts Production, a new 'Default assignment for Accounts Production' has been added to the Document - Types Tab in the Assignment Templates window.
Navigate to File > Maintenance > Assignment > Assignment Templates.
Against your nominated assignment, before ticking the 'Default assignment for Accounts Production' tick box, ensure that the Financial Statements Document Type has been moved to the 'Types in assignment template' column.
Tick the 'Default assignment for Accounts Production' tick box. Only 1 assignment template can be marked as the default for Accounts Production.
Changing the Default assignment for Financial Statements
To change the 'Default assignment for Accounts Production' from one assignment to another, ensure that the document type is available within the Types in the assignment template for the assignment you wish to move the default to, then tick the tick box and the following box appears:
Yes - This changes the tick from the old assignment template to the newly selected one.
No - Cancels the current operation and leaves the Default assignment as is.
Validation messages
If the Financial Statements Document Type is not in the Client Library, when ticking the 'Default assignment for Accounts Production' tick box you will receive this message:
If the Financial Statements Document Type is not in the selected Assignments' 'Types in assignment template', when ticking the 'Default assignment for Accounts Production' tick box you will receive this message:
If the Financial Statements Document Type is removed from the 'Types in assignment template' on the assignment which is marked as 'Default assignment for Accounts Production', you will receive this message:
Yes - This un-ticks the tick box and moves the Financial Statements document type to the 'Types not in assignment template'.
No - Cancels the current operation and leaves the Financial Statements document type and Default assignment for Accounts Production tick box as is.
Note: If the Financial Statements document type is moved back to 'Types not in assignment template', all subsequent documents filed with the Financial Statements document type will have a blank assignment associated with it when selected within CCH Document Management. The assignment can be manually linked within the relevant Clients' Document Centre.
Activate monitoring of files
The following configuration keys relate to the activation for CCH Central to monitor documents available from CCH iFirm Accounts Production for filing into CCH Document Management.
To active, navigate to File > Maintenance > User Defined > Configuration
Keyname = iFirm_EnableAPPolling, change the KeyValue from 0 to 1.
This will inform the CCH Central Service to monitor all files pushed from CCH iFirm Accounts Production.
Keyname = iFirm_APPolling, this value is set to 60 mins. Change the value to decrease or increase the interval times for the service monitoring.
Note: A restart of the CCH Central Services is required whenever the KeyValue is changed for the iFirm_EnableAPPolling key.
Troubleshooting
Document not appearing within Client's Document Centre
- If either the Tax Return Bundle, Financial Statements, or AML Report document is not showing in the relevant client's Document Center, please ensure that the logged in user's security group has the rights to view that specific Document Type:
Navigate to File > Maintenance > Security > Document Security. Select Library = Client and the specific Security group. Tick the view check box against the relevant Document Types.
- Ensure that an employee (who is set as an Admin within CCH iFirm) is logged in within the Sign In button on the CCH iFirm Console:
Navigate to File > Maintenance > Service Settings > CCH iFirm Console.