CCH ProSystem fx Document - Implementation Consulting

CCH ProSystem fx Document Implementation Consulting is designed to ensure a smooth implementation of CCH ProSystem fx Document. You’ll work with a single point of contact throughout the entire implementation process to meet all implementation objectives. This session is available for new customers and those that are migrating from the CCH foundation Document platform to CCH ProSystem fx Document.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Working knowledge of general IT topics (e.g., networking and server operating systems)

Objectives

• Review hardware, software and bandwidth requirements and recommendations
• Analyze foundation data for migration into CCH ProSystem fx Document
• Install the Smart Chart
• Configure firm setting and defaults
• Learn to create clients and staff
• Configure security
• Import clients
• Migrate existing data from foundation Document
• Integration with other CCH Software applications