Getting started with CCH iKnowConnect Practical Tools Hub is easy
Access complimentary training and resources at your fingertips.

Is your firm still getting familiar with the CCH iKnowConnect platform?

Would you like to give the team a heads-up on what’s available and where to find it?

Bring new team members up to speed on how to access CCH Business Fitness resources quickly in our Practical Tools Hub in CCH iKnowConnect.

We’ve created a range of complimentary training and resources to help you familiarize yourself including in-platform walk-throughs, content guides, live and on-demand webinars, help centre and customer support.

We encourage you and your teams to check our Training & Resources website on a regular basis to review the upcoming training schedule and access the latest resources available.

Complimentary live webinars

CCH Workpapers Admin Setup Training

Level: Intermediate / Advanced

Duration: 45 mins

In this session, we will take you through the process of setting up and configuring the workpapers for your accounting team.

This webinar will cover the following topics:

  • Accessing the workpapers
  • Installing & Activating the CCH Workpapers Add-in (the smarts behind the workpapers)
  • Configuring the Admin Setup sheet with your firm’s chart of accounts and other preferences
  • Plus a general overview of the main features of the workpapers

Register below:

CCH Workpapers User Training

Level: Beginner

Duration: 45 mins

In this session, we will take you through the process of preparing the workpapers for a client.

This webinar will cover the following topics:

  • Preparing the workbook for a client
  • Importing & refreshing client data
  • Creating journals
  • Attaching supporting documents
  • Recording client queries
  • Using validation points – tax advice at your finger tips
  • Plus previewing some popular workpapers

Who should attend? Accounting team members who prepare workpapers for clients

Register below:

    CCH iKnowConnect Practical Tools Hub - Business Fitness (Content Suite) Training

    Level: Beginner

    Duration: 45 mins

    During this webinar we will show you how to:

    • Find & use the practical tools within CCH iKnowConnect
    • Be familiar with popular content
    • Add documents to favourites
    • Download, share and save various documents

    Who should attend? Specifically for subscribers to CCH iKnowConnect Practical Tools (previously Business Fitness NZ)

    Register below:

    On-demand webinars
    Watch our on-demand training at a time that suits you.
    Content Guides to help you get started

    CCH iKnowConnect Practical Tools Hub Business Fitness Content Guide

    Download Now

    CCH iFirm Business Fitness Content Guide

    Download Now
    Help Centres
    Visit the Help Centres

    CCH Business Fitness Working Smarter Newsletter


    Sign up here to receive our monthly Working Smarter newsletter keeping you up-to-date with news on our content updates during the year.

    Get more with CCH iKnowConnect

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