TrainingTax & Accounting

CCH Axcess Workstream - Implementation Consulting

Ongoing
Online or In-person

CCH Axcess Implementation Consulting is designed to ensure a smooth implementation of CCH 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
Program/Course Level: Basic

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
  • Create clients and staff
  • Configure security
  • Import clients
  • Migrate existing data
Training
CCH Axcess Workstream - Implementation Consulting
Online or In-person
Ongoing
CPE Credits: N/A
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1