CCH Axcess™ Client Collaboration – Client Collaboration End User

The end user course focuses on the key functions staff need to use Client Collaboration every day. This training reviews the Client Collaboration process from start to finish. You’ll learn how to send and manage requests, field client questions, and finalize requests. 

Type: Single client training, multi client training
Who should attend: All staff
Advanced preparation: None
Prerequisites required: None
Field of study: Computer applications and software
Program/course level: Basic

Objectives

• Dashboard Overview.
• Create a single request and manage it from the firm's view.
• Review the client hub.
• Release the return and finalize the request.