CCH Axcess Client Collaboration - End User - CANCELLED (Currently Unavailable)
Registration closed on February 28, 2025 at 3:00am Pacific Time
Date: Monday, March 3, 2025
Instructor: PCS Instructor
| Begin Time: |
8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
Learn how to successfully implement your firm’s use of CCH Axcess Client Collaboration by completing crucial first steps with a Client Collaboration expert. Best practices for adding your firm branding to Client Collaboration, creating custom engagement letter templates, and working with the Client Collaboration Home page will be covered.
This course is excluded from all subscription packages.
Who Should Attend
Staff members who are responsible for sending engagement letters, organizers, or e-file signature authorization forms to clients should take this course.
Learning Objectives
- Learn to send Single-Requests to clients to sign engagement letters and complete organizers
- Learn to send Multiple-Requests to clients to sign engagement letters and complete organizers
- Learn to manage Requests
- Learn to download and manage client files and documents
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
