CCH Axcess Document - Implementation Consulting

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