CCH Axcess Client Collaboration - Administrator - CANCELLED (Currently Unavailable)
Registration closed on July 30, 2025 at 3:00am Pacific Time
Date: Thursday, July 31, 2025
Instructor: PCS Instructor
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs |
|
The Administrator course focuses on features necessary for administering the program's day-to-day processes, such as managing client users, downloading tax documents, sending invoices, and finalizing requests.
This course is excluded from all subscription packages.
Who Should Attend
Staff members responsible for managing the client profile, sending batch engagement letters, organizers, requests for tax workpapers, and managing tax files received through Client Collaboration should attend.
Learning Objectives
- Update and import client users.
- Send batch engagement letters, organizers, and document requests.
- Manage request actions effectively.
- Download tax documents and finalize requests.
- Send invoices and run reports.
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
