TrainingTax & Accounting

CCH Axcess™ Client Collaboration - Setup

Ongoing
Online or In-person

Learn how to successfully implement your firm’s use of CCH Axcess Client Collaboration. Important program features will be covered including: implementation planning considerations, adding your firm branding to Client Collaboration, creating custom engagement letter templates and how to work with the Client Collaboration Home page.

Type: Single Client Training, Multi-Client Training
Who Should Attend: The Client Collaboration Champions Team and firm members responsible for managing client communications and client projects
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/Course Level: Basic

Objectives

  • Plan your firm’s use of Client Collaboration
  • Learn to create and manage engagement letter templates
  • Learn create and manage custom engagement letter paragraphs
  • Learn to brand engagement letter templates and the Client Collaboration Hub with you firm’s name and logo.
  • Learn to manage the Client Collaboration Home page
Training
CCH Axcess™ Client Collaboration - Setup
Online or In-person
Ongoing
CPE Credits: 1
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Contact us for Private Client Training
To Sign Up For This Class
Call: 800-739-9998, option 1