CCH Axcess - Install and Configuration

This Configuration eLearning training is designed to provide guidance and training on the setup and configuration of firm-wide settings within CCH Axcessâ„¢. 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