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CCH Axcess Document - Implementation Consulting
Ongoing
Online or In-person
CCH Axcess Implementation Consulting is designed to ensure a smooth implementation of CCH products. You'll work with a single point of contact throughout the entire implementation process to meet all implementation objectives.
Advanced Preparation: None
Prerequisites Required: None
Program/Course Level: Basic
Objectives
- Review hardware, software and bandwidth requirements and recommendations
- Analyze existing data for import into CCH Axcess
- Install the Smart Client
- Configure firm setting and defaults
- Create clients and staff
- Configure security
- Import clients
- Migrate existing data
Training
CCH Axcess Document - Implementation Consulting
Online or In-person
Ongoing
CPE Credits: N/A
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1