TrainingTax & Accounting

CCH Axcess Practice - Optimizing CCH Axcess Practice

Ongoing
Online or In-person

This course is designed for the seasoned firm and will help ensure you are capitalizing on the latest enhancements and features of CCH Axcess Practice. During this session, we will explore your current setup, discuss internal processes, introduce the latest features, and determine if changes need to be made to progress towards a profitable and productive use of the application.

Type: Single Client Training
Advanced Preparation: Ability to login to CCH Axcess with administrative permissions
Prerequisites Required: Yes
Prerequisites: Must have been using Practice for at least 1 year OR 1 full busy season
Field of study: Business Management & Organization
Program/Course Level: Intermediate

Objectives

  • Discover recent enhancements
  • Leverage the Home and Client Dashboard Panes
  • Streamline billing procedures
  • Shorten your Cash Conversion Cycle (CCC) using ePay
  • Review Time Entry policies
  • Manage Client and Staff Information (Including Update Multiple)
  • Examine Invoice Templates
Training
CCH Axcess Practice - Optimizing CCH Axcess Practice
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