TrainingTax & Accounting

CCH Axcess Document - Setup Training

Online or in-person

The CCH Axcess™ Document Setup Training course content focuses on a group of important options and features you must setup for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must setup in order to begin working with Document.

Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Computer software & applications
Program/course level: Basic


  • Understand managing and working with files in Document.
  • Maximize integration with other software applications.
  • Understand all file properties and set-up a class/subclass list.
  • Configure firm wide settings, defaults, lists, and user options.
CCH Axcess Document - Setup Training
Online or in-person
CPE credits: 4
Contact Us for Private Client Training
Call: 800-739-9998, option 1
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