CCH Axcess™ Client Collaboration - Client Collaboration Setup

The Setup course helps firms configure and implement CCH Axcess™ Client Collaboration (Client Collaboration). Through a consultant-led course and companion guide, participants learn key firm, staff, and client setup decisions, including functional rights and integrated CCH eSign, to align workflows and deliver a secure, efficient digital experience.

Type: Single client training
Who should attend: Champions team
Advanced preparation: None
Prerequisites required: Introduction to client collaboration
Field of study: Computer applications and software
Program/course level: Basic

Objectives

• Assign staff functional rights to use Client Collaboration.
• Identify and manage Client Collaboration clients.
• Configure the features of Client Collaboration.
• Configure and set up CCH eSign.