CCH Axcess™ Client Collaboration Powered by Expert AI – Client Collaboration End User

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

Type: MTS, Single client training
Who should attend: All staff
Advanced preparation: None
Prerequisites required: None
Field of study: Computer Software and Applications
CPE credits: 1 hour
Program/course level: Basic

Objectives

• Logging into Client Collaboration with Expert AI
• Dashboard overview
• Manage engagements from the firm’s view
• Review the client hub
• Finalize the engagement