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CCH Axcess Engagement - Data Validation Cohort (Currently Unavailable)

Registration closed on April 24, 2024 at 3:00am Pacific Time
0 CPE Credits Thursday, April 25, 2024 · 9:00am PT / 12:00pm ET
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The CCH Axcess Engagement Initial Call Cohort will provide you with the information necessary for preparing for the CCH Axcess Implementation.
This course is excluded from all subscription packages.

Who Should Attend
Any decision maker for this implementation project, IT Staff or any staff who will migrate the binders to CCH Axcess Engagement

Learning Objectives

  • Learn how to access and use the Admin Views Utility
  • Understand the reports to ensure your Data is ready for migration
  • Learn how to update Client IDS in mass

Level
Basic

Instructional Method
Group: Internet-based

Program Prerequisites
None

Advance Preparation
None

Instructor

PCS Instructor

n/a
NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
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