Join our experts to learn about what you can do in CCH Central to encourage client activation of CCH OneClick if you’ve recently been upgraded to multi-factor authentication.
Watch this free on-demand webinar with our Professional Services consultants who will show you two options to bulk remind your clients to get their Wolters Kluwer account with multi-factor authentication activated in advance of the tax filing deadline.
During this webinar we will cover:
- Using the bulk resend option
- Editing the upgrade Email Template
- Liaising with your upgrade consultant
- Understanding the audit report
- Using the mail merge option
- Creating a bespoke Message Template
- Editing the new message Email Template
- Generating a Client list
- Using Mail Merge to send your message
- Understanding what your clients will receive
Who should watch?
If your CCH OneClick environment has recently been upgraded to the Wolters Kluwer account with multi-factor authentication, then this webinar will help encourage any clients that have yet to activate their upgraded account.