Enhanced Workflow

Documented workflows are essential to a firm’s business, no matter what its size. Crystal-clear procedures not only protect the business from undue risk, but they also protect management and employees.

TeamMate EWP

With a powerful database architecture that allows you to find all the information you need quickly, CCH TeamMate brings real efficiencies to the documentation and review process.

All important information such as programme steps, issues, coaching notes, sign-offs and edit histories are contained in database tables. Database driven systems such as TeamMate allow real time, team-based use, facilitate filtering and sorting of key information, and are more powerful than simple document-based systems. Learn More 

Policies and Procedures

Most firms update their procedure manual only once a year, and then spending a vast amount of time researching 12 months' worth of regulatory changes to ensure all relevant polices are in place when the auditor arrives. Wolters Kluwer Financial Services Policies and Procedures expedites this process by allowing you to build, edit, distribute and update your procedure manual easily and efficiently. Learn More