CCH Axcess™ Client Collaboration – Client Collaboration Best Practices

The Best Practices Consulting course is designed to ensure a successful implementation of Client Collaboration. A Wolters Kluwer consultant will guide your Champions team through a discussion of our recommended best practices for Client Collaboration, focusing on your firm’s processes. The consultant will work with you to document policies and procedures to follow as you go live with the application. We will also confirm your set up is complete and review important CCH Axcess platform integrations.

• Discuss best practices and firm processes for Client Collaboration
• Review CCH Axcess platform integrations
• Update the Policies & Procedures Guide to document the firm-specific processes for using Client Collaboration
• Ensure readiness to go live with Client Collaboration