CCH Axcess Practice - Implementation Consulting

CCH Axcess Implementation Consulting is designed to ensure a smooth implementation of CCH Axcess products. You’ll work with a single point of contact throughout the entire implementation process to meet all implementation objectives.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None

Objectives

• Review hardware, software, and bandwidth requirements and recommendations
• Analyze existing data for import into CCH Axcess
• Install the Smart Client
• Configure firm setting and defaults
• Learn to create clients and staff
• Configure security
• Import clients
• Migrate existing data