The CCH Axcess Engagement Migration Application Cohort will provide you with knowledge to map clients and migrate binders from ProSystem fx Engagement to CCH Axcess Engagement, then approve those binders.
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 map clients
- Understand how to review the Binder Assessment and make decisions for the binders
- Gain knowledge on how to migrate the binders.
- Learn how to approve or reject binders after migration.
Level
Basic
Instructional Method
Group: Internet-based
Program Prerequisites
None
Advance Preparation
None