CCH Axcess Portal — End User eLearning
The CCH Axcess™ Portal End User eLearning provides foundational instruction to help users securely exchange files, communicate with clients, and manage portal content within CCH Axcess Portal.
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 Portal End User eLearning helps users build a foundational understanding of CCH Axcess Portal, a secure client collaboration solution designed for accounting firms. Through guided instruction, participants learn how to upload and share documents, manage portal content, create and maintain client portals, and facilitate secure communication with clients. Learners will gain the knowledge needed to streamline document exchange, enhance client service, and support secure collaboration between the firm and its clients.
Type: eLearning
Who should attend: Individuals responsible for sharing documents, managing client portals, and collaborating with clients through CCH Axcess Portal.
Advanced preparation: None
Prerequisites: Yes
Prerequisites required: Basic knowledge of Microsoft Windows, Microsoft Office applications, and client document management concepts
Field of study: Computer Software & Applications
Program/course level: Basic
Objectives
- Navigate the CCH Axcess Portal interface
- Create and manage client portals
- Upload, organize, and share documents securely
- Manage portal permissions and client access
- Facilitate secure communication and collaboration with clients
| Format | Webinar |
|---|---|
| Subject Area | CCH Axcess Portal |