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CCH Entities Company Manager Resources

Getting started with CCH Entities Company Manager is simple with our handy selection of training guides.

Resources and Training

Client Portal Instructions

Guide to using the Portal allowing clients to view all people & companies linked to their trust or company.

Annual Return Process

This Guide will help you to understand the complete Annual Returns (AR) process in the Company Manager module.

Duplicate People Merging Instructions

Guide to dealing with duplicate people in your database.

Shareholdings

Guide to making changes to shareholders and shareholdings.

NZBN Numbers for Import

Getting your NZBN Numbers for import.

Adding a New User

Guide to adding a new login to your CCH Entities software.

Managed vs Un-Managed Companies

Guide on managed and un-managed companies.

Exception Report

Guide to understanding and exception report.

Data Flow and Updating Process

Guide to understand the flow of data between CCH Entities and NZCO and process for keeping everything up to date.

Customising Documents

Guide to customising your own documents, including merge fields in CCH Entities.

AML, CDD and Electronic ID Verification

Guide to understand how CCH Entities can be used for AML, CDD and electronic ID checks.

Limited Partnerships

Guide to help you understand Limited Partnerships in CCH Entities.

Reserve Company Name

Guide to help you to understand the Name Reservation process in CCH Entities.

CCH Entities Content Guide

CCH Entities User Guide for Senders

CCH Entities User Guide for Signers

CCH Entities - Companies

Upcoming Live Webinars

Company: Manager User Training	60 minutes Designed for new users of CCH Entities - Company Manager This webinar will show you how to directly import from Companies Office including: Company details, shareholder/holding details and the integrated annual return process	Tuesday, 17 December @ 9:30 am Wednesday, 15 January @ 10:30 am
CCH Entities Portal Training	30 minutes The portal allows your clients to view information on all people & companies linked to their trust or company	Tuesday, 21 January @ 10:00 am
CCH Entities Customisation Training	Learn how to create a new document template in the system and create your own workflows.	Thursday, 23 January @ 3:00 pm
AML, CDD and Electronic ID Verification	30 minutes Learn how CCH Entities can help you with the AML regime and Electronic ID Verification	Wednesday, 22 January @ 2:00 pm
CCH Companies	Short Recorded Sessions (10 - 15 mins) Administrator Setup Directors and Shareholders Annual Return Reminders Filing and Annual Return Workflows and Tasks Working with Documents AML/CDD and Electronic ID verification Reports

Getting started webinar recording

Watch a video on how to get started using the CCH Entities Company Manager software. 40 mins.