CCH Axcess Portal End User eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
1 hour for CPAs |
This course is designed to provide introductory training on CCH Axcess Portal. The course objectives will ensure that all users understand the key components of Portal and how it integrates with CCH Axcess Document.
This course is excluded from all subscription packages.
Publication Date: December 2022
Designed For
All users of CCH Axcess Portal
Learning Objectives
- Understand Portal integration CCH Axcess Document
- Publish and Unpublish files to Portal from CCH Axcess Document
- Approve client uploaded files from Portal to CCH Axcess Document
- Understand your client's perspective of Portal
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (1 hour)
Program Prerequisites
None
Advance Preparation
None
