This Configuration eLearning training is designed to provide guidance and training on the setup and configuration of firm-wide settings within CCH Axcess™. Topics include firm, staff, client and security configuration.
For latest information go to the
Best Practices for Getting Started in the electronic Help.
This course does not qualify for CPE credit.Publication Date: May 2020
Learning Objectives
- Installation and Management of CCH Axcess Smart Client
- Setup your firm information
- Setup and manage your firm lists
- Setup and manage security and access groups
- Setup and manage your staff
- Setup and manage your clients
Level
Basic
Instructional Method
Self-Study
Program Prerequisites
None
Advance Preparation
None