TrainingTax & Accounting

CCH Axcess™ Client Collaboration - End User Training

Ongoing
Online or In-person

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
Prerequisites: None
Field of study: Computer Software & Application
Program/Course Level: Basic

Objectives

  • 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
Training
CCH Axcess™ Client Collaboration - End User Training
Online or In-person
Ongoing
CPE Credits: 1
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To Sign Up For This Class
Call: 800-739-9998, option 1