CCH Conversions - Data categories and descriptions

Standing/Static/Core and Practice Management Data

Standing/static/core data

Primary record and reference data for clients – individuals and organisations for example:

• Client code (unique), names, address, contact information, identification numbers ( UTR, NI)
• Contacts associated/connected with clients
• Option to include references to partner, office, Christmas card
• Employees – all staff who will use the system including charge out rates where applicable

Practice management data

• Standing data plus
• Client financial data: WIP and Debt– opening balances

Compliance data

• Compliance modules include Accounts Production, Personal Tax, Corporation Tax, Trusts, Audit
• Data import is available for customers transitioning from existing CCH modules, but no migration tools exist for non-CCH Personal Tax data
• Trial balance imports are available for Accounts production from any system

Document management

• Electronic documents from existing CCH systems, approved competitors or formal folder structure