TrainingTax & Accounting
CCH Axcess Practice - End User
Ongoing
Online or In-person
This course content focuses on basic navigation principles and reviews the most efficient way to enter and post time and expense transactions. In addition, you will learn about the user customizable Dashboard, which allows you to immediately see key information after entering CCH Axcess Practice. The philosophy that everyone benefits from receiving information quickly and entering time and expenses efficiently drives this course.
Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic
Objectives
- Enter time and expenses, including CPE transactions
- Update a project status through Time Capture*
- Edit and post completed transactions
- Work with clocks
- Customize the Dashboard to monitor notifications and project assignments*
- Use the Client Dashboard to research client information
- *Certain notifications and project functions require a license for CCH Axcess Workstream
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1