TrainingTax & Accounting

CCH Axcess Workstream - Integrated Workflow with CCH Axcess

Ongoing
Online or In-person

Learn how to integrate your workflow using all modules of CCH Axcess – Tax, Document, Portal, Workstream, and Practice. During this session, we will walk through a sample workflow and illustrate how to collaborate effectively across roles, departments, and/or office locations. We will also review how to use the single integrated Dashboard to manage your client, project, notifications, notes, and discussions.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Basic knowledge of at aleast one CCH Axcess module
Field of study: Specialized Knowledge & Applications
Program/Course Level: Intermediate

Objectives

  • Understand the integration between CCH Axcess Practice, Workstream, Document, Portal, and Tax
  • Create a customized Dashboard to manage your assigned client work
  • Understand an example tax workflow using CCH Axcess
  • Manage clients from a customized Dashboard
  • Use the CCH Axcess (Mobile) app to manage your clients on the go
Training
CCH Axcess Workstream - Integrated Workflow with CCH Axcess
Online or In-person
Ongoing
CPE Credits: 2
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1