CCH Axcess™ Client Collaboration - End User Training
Learn how to use the different features of Client Collaboration including: sending Requests to clients to sign engagement letters or complete organizers, tracking the completion of Requests to clients, and downloading completed documents.
Type: Single Client Training, Multi-Client Training
Who Should Attend: Staff members who are responsible for sending engagement letters, organizers or e-file signature authorization forms to clients.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Computer Software & Application
Program/Course Level: Basic
- Learn to send Single-Requests to clients to sign engagement letters and complete organizers
- Learn to send Multiple-Requests to clients to sign engagement letters and complete organizers
- Learn to manage Requests
- Learn to download and manage client files and documents