CCH Axcess Portal Firm Setup eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
1 hour for CPAs |
CCH Axcess Integrated Portal Setup Training focuses on the most important setup and configuration items needed to begin using Portal, including the integration with CCH Axcess Document.
This course is excluded from all subscription packages.
Publication Date: December 2022
Designed For
The Implementation Leader responsible for the initial setup and configuration of Portal.
Learning Objectives
- Understand client system considerations, user perspectives, and roles in Portal
- Edit Portal email notifications
- Locate and understand Portal account information
- Understand integration with CCH Axcess Document
- Learn about other important Portal settings and configurations
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (1 hour)
Program Prerequisites
None
Advance Preparation
None
