CCH Axcess™ Workflow - Integrated Best Practices

The CCH Axcess Workflow Integrated Best Practices course demonstrates how to use the CCH Axcess suite to its fullest potential. An experienced consultant explores the various points of integration and demonstrates the recommended process for firms to take full advantage of CCH Axcess. 

Type: Single client training
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: CCH Axcess Workflow customers who also use CCH Axcess Practice, Tax, and/or Document; and have integrated CCH Axcess Workflow with the rest of CCH Axcess for staff and clients.
Program/course level: Intermediate

Objectives

• Walk through an example workflow process of preparing a tax return using CCH Axcess. 
• Review the common client data used by multiple modules within CCH Axcess. 
• Understand the integration between CCH Axcess Tax, Workflow, Document, Portal, Practice, and Client Collaboration.