CCH Axcess™ Client Collaboration Powered by Expert AI – Client Collaboration Engagement Letter and Template Workshop

The Engagement Letter and Template Workshop allows your firm to create custom engagement letters with assistance from a Wolters Kluwer consultant. This course also explores how the questionnaires and document request lists are used including reviewing the defaults and demonstrating how to create your own.

Type: Single client training
Who should attend: Champions team and administrators
Advanced preparation: None
Prerequisites required: Client Collaboration Powered by Expert AI Setup
Field of study: Computer Software and Applications
CPE credits: 2 hours
Program/course level: Intermediate

Objectives

• Create and edit your firm’s custom engagement letter
• Understand how Questionnaires and Document Request Lists are used
• Make use of keywords to populate data in your letters from the client profile