TrainingTax & Accounting

CCH Axcess Workstream - Best Practices Consulting

Online or In-person

Designed to ensure a smooth implementation, a CCH consultant guides your implementation leaders through important setup decisions. Customers gain a head start on using CCH Axcess Workstream to its full potential and learn how to implement our recommended best practices for creating projects.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic


  • Assess implementation goals
  • Discuss setup items you need to complete for a successful implementation
  • Understand Project Types, Templates and Worksteps
  • Create and edit projects
  • Improve project workflow processes
  • Use the implementation checklist to create a Workstream specific to-do list
  • Begin editing the Policies & Procedures Guide (6 or 8 hour BP only)
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1
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