TrainingTax & Accounting

Xpitax® – CCH Axcess Setup for Outsource

Online or in-person

The CCH Axcess™ Setup for Outsource course content focuses on the configuration needed to allow Xpitax® users to access your tax return in CCH Axcess™ Tax returns.

Type: Single client training
Who should attend: Champions team, those responsible for configuration and security of CCH Axcess (must be full rights user of CCH Axcess)
Advanced preparation: None
Prerequisites required:  None
Prerequisites: None
Field of study: N/A 
CPE Credits: N/A
Program/Course level:  Basic


  • Configure business unit for outsourcing
  • Create Xpitax users
  • Set up security group for Xpitax users
  • Build client access groups for Xpitax and firm users
  • Assign a client to the Xpitax team and reassign it to the firm

Xpitax® – CCH Axcess Setup for Outsource
Online or in-person
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1
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