CCH Axcess Workstream - Integrated Workflow with CCH Axcess

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 least one CCH Axcess module
Field of study: Business Management & Organization
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