CCH Axcess Document — End User Learning Path
The CCH Axcess™ Document End User eLearning provides foundational instruction to help users securely store, organize, manage, and retrieve documents within CCH Axcess Document.
By purchasing this product, you understand and agree that you have current access to the CCH Axcess software. This training product is specific to the CCH Axcess, and will not be applicable to non-users.
After purchase, a member from our Scheduling and Operations team will reach out to you with the next steps and to schedule your training sessions.
The CCH Axcess Document End User eLearning helps users build a foundational understanding of CCH Axcess Document, a cloud-based document management solution designed for accounting firms. Through guided instruction, participants learn how to organize and manage documents, utilize version control, search and retrieve files, work with document metadata, and collaborate more efficiently across the firm. Learners will gain the knowledge needed to maintain a secure, organized, and accessible document repository that supports daily tax, accounting, and firm management workflows.
Type: eLearning
Who should attend: Individuals responsible for creating, storing, organizing, managing, or retrieving documents within CCH Axcess Document.
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Windows, Microsoft Office applications, and file management concepts
Field of study: Computer Software & Applications
Program/course level: Basic
Objectives
- Navigate the CCH Axcess Document interface and repository structure
- Store, organize, and manage documents using folders, metadata, and profiles
- Search for and retrieve documents efficiently
- Utilize document management features such as version control, check-in/check-out, and document history
- Understand document security and access considerations within CCH Axcess Document
| Format | Webinar |
|---|---|
| Subject Area | CCH Axcess Document |