CCH Axcess™ Client Collaboration - Client Collaboration Setup

The Setup course focuses on important settings and configurations that must be set up for a successful implementation of Client Collaboration and eSign.

Type: Single client training
Who should attend: Champions team
Advanced preparation: None
Prerequisites required: Introduction to client collaboration
Field of study: Computer applications and software
Program/course level: Basic

Objectives

• Understand upcoming consulting and training.
• Confirm which staff should be in attendance.
• Understand the fundamentals of Client Collaboration.
• Ensure eSign is ready to be configured during the Setup course.