Getting started with the Next Generation of CCH Integrator
Access our complimentary training and resources to ensure you are making the most of the new CCH Integrator interface.

Make the most of your new CCH Integrator experience with our complimentary training and support resources.

Upgrading to a new user interface (UI) can feel overwhelming—but it doesn’t have to be. That’s why we’ve created a suite of bite-sized training videos and helpful resources to guide you through the new CCH Integrator interface. Whether you're just getting started or looking to deepen your understanding, we’re here to help you transition smoothly and confidently—so you can stay on track with your lodgement deadlines and reporting requirements.

If you have yet to make the switch to the new CCH Integrator platform, please do so by contacting our Tax Helpdesk Team at [email protected] today.

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Watch the Training Videos
Access our on-demand video library and start exploring the new interface today.
Administration
Learn more about the administration section of CCH Integrator. In this section, you can select reporting periods to configure the platform in the way that works for you.
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Managing Your Templates
The Templates function in CCH Integrator gives you full control over your reporting structure — from disclosures to data mapping.

With familiar workflows and enhanced flexibility, you can manage templates with confidence and precision. Learn more here.
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Bulk Processes
In this section, learn more about bulk processes. By covering both processes under administration and bulk processes, you can perform both actions on workbooks, such as lock and unlock workbooks, copy workbooks, roll forward currency, and more.
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Dashboards
The dashboard tab provides visual insight into your workbook status and schedule status, as well as the difference between your current workbook versus the overall dashboard. Learn how it works here.
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Entities
The entity section of CCH Integrator is where you manage your legal entities and their structure. Learn here how to create a new entity, manage existing ones, and more.
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Reports
In this training, we will explore the reports functionality of CCH Integrator. Whether you are generating standard reports, creating custom outputs, or managing batch processes, the Reports feature is designed to be flexible, powerful, and user friendly.
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Users
The user section is the new release of CCH Integrator. We will show you how to create a new user, and options to allow read or write data access.

Please note this section is only for administrators.
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Workbooks
Workbooks in CCH Integrator are designed to give you control, clarity, and confidence in your data.

Explore the feature today — and unlock a smarter way to work.
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