TrainingTax & Accounting

CCH Axcess Workstream - Template Setup Workshop

Online or In-person

The CCH Axcess™ Workstream Template Setup Workshop course focuses on helping setup your project workflow for a particular service area. During this hands-on workshop we will help you create a Workstream Project Type and Template to make your firm’s Workstream workflow as efficient as possible.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Introduction to CCH Axcess Workstream Training Course
Field of study: Business Management & Organization
Program/Course Level: Basic


  • Discuss the ideal workflow for the desired service area
  • Identify how to best configure Workstream to fit your workflow
  • Understand configuration of Lists, Types, and Templates
  • Create one project type and one project template in a hands-on environment
  • Learn how to create projects
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1
Back To Top