Everything you need to manage your trust and company administration effectively and competently.
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Cloud-based software that simplifies the creation and management of trusts and companies, enhancing the service you provide to your clients while reducing both cost and risk.
Key Features & Benefits
User Portal
Optional user portal for your clients – switch on or off as per your preference. Your clients can view or download documents related to their company or trust in a secure online environment. The portal is customisable so you can personalise with your own company logo.
AML/CDD Admin
Capture and report AML/CDD information.
Manage tasks with an Outlook interface.
Online Signatures with CCH Signatures.
Document Creator.
Workflow Creator.
Easy to use dashboard and navigation.
Report suite.
Electronic ID Verification
Integrated access to Cloudcheck, a service from Verifi Identity Services which verifies the identity of your clients for AML/CFT purposes in seconds using Australian and NZ data sources and global watchlists.
Register for a Demonstration Webinar
Company Manager Module Demonstration
19 June 2024
Trust Manager Module
Demonstration
Demonstration
18 April 2024
Trust & Company Manager Module Demonstration
15 May 2024
Watch CCH Signatures-Entities Demo
CCH Entities-Company Manager
A cost-effective and efficient tool for anyone involved with the administration of multiple companies and limited partnerships.
CCH Entities-Trust Manager
Cloud-based software that simplifies the creation and management of trusts, enhancing the service you provide to your clients while reducing both cost and risk.
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