WebinarTax & Accounting

CCH Document Management – Best practice for small practices

19th October 2020, 10:00 am - 12:00 pm

Are you getting the most from CCH Document Management? 

Join this 2 hour webinar to see a full demonstration of the components in CCH Document Management that you can customise to suit your practice and its policies.

This course will cover best practice on how to implement document management within your practice in terms of how to configure document management components in line with your practice policies and the impact of making changes to your configuration.


Course content

  • Understanding CCH Document Management
  • The maintenance options
  • Libraries and document types
  • Applying security to your system
  • Configuration keys
  • An introduction to document templates

Your presenters will be Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise with real-world experience of accounting and tax. During this webinar you will also have the opportunity to ask our experts questions to address your common user issues.

Who should attend?

This course is designed for all new and existing users within a small practice. Please note that attendees will require system administrator permissions to CCH Document Management.

Unable to make this date?

Contact our Professional Services team to discuss on-site training options or suggestions for future events and locations.

CCH Document Management – Best practice for small practices


19th October 2020, 10:00 am - 12:00 pm