WebinarTax & Accounting

CCH Workflow – Document workflows

28th September 2020, 10:00 am - 11:30 am

Are you getting the most out of CCH Workflow within CCH Document Management? 

Join this 1.5 hour webinar to see a full demonstration of how the CCH Workflow tool works within CCH Document Management to improve your efficiency and utilisation of the software.

This course will cover the benefits of using CCH Workflow to enable the lifecycle of a document to be tracked and potentially automated.


Course content

  • What you can achieve with document workflows
  • Preparing your system for document workflows
  • Creating document workflows
  • Starting document workflows
  • Security
  • Next steps

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 Practice Managers who wish to streamline their document tasks, making document processes consistent and robust.

Unable to make this date?

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

CCH Workflow – Document workflows


28th September 2020, 10:00 am - 11:30 am