CCH Axcess™ Client Collaboration Powered by Expert AI – Client Collaboration Best Practices Consulting

The Best Practices course for CCH Axcess™ Client Collaboration Powered by Expert AI works with firms to confirm readiness with using the application along with defining firmwide best practices, roles, and responsibilities. The Wolters Kluwer consultant will assist the firm in determining an effective client rollout strategy that can be implemented along with integration workflows.

Type: Single client training
Who should attend: Champions Team
Advanced preparation: None
Prerequisites required: Client Collaboration Powered by Expert AI Setup
Field of study: Computer Software and Applications
CPE credits: 1 hour
Program/course level: Basic

Objectives

• Confirm go-live readiness
• Define and document firmwide best practices, roles, and responsibilities
• Select and implement an effective client rollout strategy
• Understand and apply integration workflows