Getting started with CCH Axcess Training from Wolters Kluwer 

From new hires to seasoned professionals, Wolters Kluwer Professional & Client Services offers expert training and learning solutions that provide efficient skill-building opportunities for your staff. Whether you're seeking to explore potential revenue streams or gain a competitive advantage over your competitors, our specialized topics ensure you reach these goals and more.
 
Here you'll find training information for the products and modules that create our CCH Axcess platform for tax, audit and firm management. For training information for other solutions visit Wolters Kluwer Professional & Client Services.

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CCH Axcess Training & Consulting Services

CCH Axcess™ Tax   |   CCH Axcess™ Client Collaboration   |   CCH Axcess™ Client Collaboration Powered by Expert AI   |   CCH Axcess™ Document   |   CCH Axcess™ Engagement   |   CCH Axcess™ iQ   |   CCH Axcess™ Knowledge Coach   |   CCH Axcess™ Portal   |   CCH Axcess™ Practice   |    CCH Axcess™ Workflow    |    CCH Axcess™ Workstream   |   CCH® eSign

Additional Wolters Kluwer Training & Consulting Services

CCH® ProSystem fx®   |   CCH® Learning & Development Academy   |   TeamMate®   |   Research

CCH Axcess™ Client Collaboration Training

A secure client collaboration platform for firms and their clients to manage all tax workflows.
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  • Event
    Tax & Accounting
    CCH Axcess™ Client Collaboration - Client Collaboration Setup
    The Setup course focuses on important settings and configurations that must be set up for a successful implementation of Client Collaboration and eSign.
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CCH Axcess™ Client Collaboration powered by Expert AI Training

A secure client collaboration platform powered by AI for firms and their clients to manage all individual tax workflows.

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  • Event
    Tax & Accounting
    CCH Axcess™ Client Collaboration Powered by Expert AI – Client Collaboration Setup
    The Setup course focuses on important settings and configurations that must be set up for a successful implementation of Client Collaboration Powered by Expert AI and eSign.
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CCH Axcess™ Document Training

Centralized document storage with comprehensive management features.
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  • Event
    Tax & Accounting
    CCH Axcess Document - Best Practices Consulting
    CCH Axcess™ Document (Document) is a Document Management System (DMS) that will replace some or, in many cases, all of the firm’s current electronic file structure.
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CCH Axcess™ Engagement Training

Cloud workpaper management and trial balance solution for tax and audit engagements.
  • Event
    Tax & Accounting
    CCH Axcess™ Engagement Best Practices Consulting
    This course is designed to ensure a smooth implementation of CCH Axcess™ Engagement. A knowledgeable consultant will discuss the critical implementation challenges you may encounter and prepare your firm to utilize the software to its full potential.
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CCH Axcess™ iQ Training

Real-time client insight content through predictive intelligence driven by CCH Axcess Tax and CCH® AnswerConnect
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  • Event
    Tax & Accounting
    CCH Axcess™ IQ - Best Practices Consulting
    This course is designed to help firms develop and implement policies and procedures integral to maximizing the value of CCH Axcess iQ.
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CCH Axcess™ Knowledge Coach Training

A cloud-based solution for all of your planning, risk assessment, review and team collaboration.
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  • Event
    Tax & Accounting
    CCH Axcess™ Knowledge Coach - Academy Knowledge Coach and the KBA
    Streamlines the engagement process with the most up-to-date content and guidance from the Knowledge-Based Audit approach and Accounting Research Manager.
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CCH Axcess™ Portal Training

A centralized hub for client communication and collaboration, designed for ease of use and remote accessibility.
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  • Event
    Tax & Accounting
    CCH Axcess Portal - Best Practices Consulting (Integrated)
    This course is designed to provide administrative training on CCH Axcess™ Portal, an easy-to-use and secure file exchange application.
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CCH Axcess™ Practice Training

Time and billing with powerful reporting capabilities enabled by CCH Axcess' unique data integration capabilities.
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  • Event
    Tax & Accounting
    CCH Axcess Practice - Best Practices Consulting
    Designed to ensure a smooth implementation, a Wolters Kluwer consultant guides your implementation leaders through important setup decisions.
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CCH Axcess™ Tax Training

Tax preparation, compliance, and workflow solutions specifically build for the cloud.
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  • Event
    Tax & Accounting
    CCH Axcess™ Tax - Best Practices
    Configure CCH Axcess Tax in your firm: our consultants work closely with you to achieve standardization and maximum productivity when preparing and reviewing tax returns.
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CCH Axcess™ Workflow Training

Browser-based workflow automation to standardize, optimize and automate your processes.
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  • Event
    Tax & Accounting
    CCH Axcess™ Workflow - Integrated Best Practices
    The CCH Axcess Workflow Integrated Best Practices course demonstrates how to use the CCH Axcess Suite to its fullest potential.
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CCH Axcess™ Workstream Training

An automated workflow solution with project management and due date tracking features.
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  • Event
    Tax & Accounting
    CCH Axcess Workstream - Introduction to Workstream
    The CCH Axcess™ Workstream Introduction course content focuses on helping you understand the basic principles of Workstream and identify features available to manage your projects efficiently.
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CCH® eSign Training

Capture client and employee signatures digitally for IRS, client-facing and internal documents.
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  • Event
    Tax & Accounting
    CCH eSign - eSign Setup
    This course explains how to activate eSign and set up and configure defaults in your eSign account.
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