CCH Axcess Install & Configuration (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
0 hour for CPAs |
The CCH Axcess Install & Configuration course will provide you with the knowledge to understand system requirements, firewall configuration, install CCH Axcess, and configure CCH Axcess for use by your firm. The configuration sections will give you the information necessary to configure the firm settings, global lists, create and manage clients and staff in CCH Axcess.
This course is excluded from all subscription packages.
Publication Date: November 2023
Designed For
IT Staff, Firm Administrators, Partners and Decision Makers
Learning Objectives
- Installation and management of CCH Axcess Smart Client
- Setup and manage firm information, firm lists, security and access groups, staff and clients
- Setup firm settings and defaults
- Demonstrate the ability to customize global lists
- Understand login configuration to optimize security of CCH Axcess
- Create and manage: new client profiles, new staff profiles, and security in CCH Axcess
Level
Basic
Instructional Method
Self-Study
Program Prerequisites
None
Advance Preparation
None
