CCH Axcess™ Tax - Implementation Consulting
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
Who Should Attend: IT and software champions.
Advanced Preparation: None
Prerequisites Required: None
- 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