Resources & Training
Adding a New User
Client Portal Instructions
Duplicate People Merging Instructions
Customising Documents
AML, CDD and Electronic ID Verification
CCH Entities Technical FAQ's
Browsers & upload/download documents
Customise dropdown menus and setup
Database Management, People/Companies unlinked to a trust, how to Archive a Trust
Limited Partnerships
CCH Entities Trust- Minute Builder
FACTA Reporting
2019 Trust Act - How CCH Entities Can Help You
Beneficiary Disclosure and register of Core Documents
CCH Entities Content Guide
| Trust Manager User Training |
60 minutes Designed for new users who have CCH Entities Trust Manager. We work through entering a trust in the system including tasks, workflows, documents and reporting. |
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| CCH Entities Portal Training |
30 minutes The portal allows your clients to view information on all people & companies linked to their trust or company |
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| AML, CDD and Electronic ID Verification |
30 minutes Learn how CCH Entities can help you with the AML regime and Electronic ID Verification |
Thursday, 27 November @ 2:30 pm |
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CCH Entities Trust Manager |
Short Recorded Sessions (10 - 15 mins) Administrator Setup Workflows and Tasks |