CCH Axcess Portal - Setup Training (Integrated)

The CCH Axcess™ Integrated Portal (Portal) Setup Training course focuses on the product’s core settings so that you and your clients can begin working with Portal as quickly as possible. The integration with Document is also covered in great detail during the time allotted. Portal is designed to facilitate client collaboration in a secure environment. As more and more regulatory bodies begin to dictate the ways in which sensitive information may be transmitted electronically, solutions like Portal become invaluable to accounting firms and other professional service organizations. By taking advantage of this solution, you will increase efficiency and take client collaboration to the next level.

Type: Single client training
Advanced preparation: None
Prerequisites required: None
Field of study: Computer software & applications
Program/course level: Basic

Objectives

• Understand client system considerations, user perspectives and roles in Portal.
• Create and manage portals, folder templates, firm users, and portal users.
• Edit email notifications.
• Locate and understand the account information in Portal.
• Understand the integration with Document.