TrainingTax & Accounting

CCH Axcess Document - Post Implementation Consulting

Ongoing
Online or In-person

Document Post Implementation Consulting is a customized consulting session meant to assist firms with workflow issues, system configuration, and expanding their overall use of Document. Many firms use this session, specifically, to develop non-client storage areas in the application.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic

Objectives

  • Refine current workflow processes, as they relate to Document
  • Review current file properties (e.g., classes and subclasses) and make necessary changes
  • Develop non-client storage areas in Document (e.g., Administrative, Human Resources, Firm Management)
Training
CCH Axcess Document - Post Implementation Consulting
Online or In-person
Ongoing
CPE Credits: 1
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1