CCH Axcess™ Client Collaboration - Setup

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