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.