CCH Axcess™ Client Collaboration Powered by Expert AI – Client Collaboration Setup

The Setup course focuses on important settings and configurations that must be enabled for the successful implementation of Client Collaboration Powered by Expert AI and eSign.

Type: MTS, Single client training
Who should attend: Champions team
Advanced preparation: None
Prerequisites required:  None
Field of study: Computer Software and Applications
CPE credits: 2 hours
Program/course level:  Basic

Objectives

• Configure firm settings
• Assign and manage staff functional rights and permissions
• Identify, organize, and maintain clients for use with Client Collaboration
• Configure and integrate CCH eSign
• Create and manage client engagements