CCH Axcess™ Workstream - Integrated Workflow with CCH Axcess™

Learn how to integrate your workflow using all modules of CCH Axcess ™Tax, CCH Axcess™ Document, CCH Axcess™ Portal, CCH Axcess Workstream, and CCH Axcess™ 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, CCH Axcess Workstream, CCH Axcess Document, CCH Axcess Portal, and CCH Axcess Tax.
• Create a customized dashboard to manage your assigned client work.
• Understand an example tax workflow using CCH Axcess.