CCH Axcess Practice — End User eLearning
The CCH Axcess™ Practice End User eLearning provides foundational instruction to help users manage clients, track time and expenses, and support firm operations within CCH Axcess Practice.
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 Practice End User eLearning helps users build a foundational understanding of CCH Axcess Practice, a firm management solution designed to support daily operations and improve organizational efficiency. Through guided instruction, participants learn how to manage client information, enter and track time and expenses, and use key firm management features. Learners will gain the knowledge needed to improve productivity, maintain accurate client data, and support the efficient management of firm activities.
Type: eLearning
Who should attend: Individuals responsible for managing client information, entering time and expenses, or supporting daily operations within CCH Axcess Practice.
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Windows, Microsoft Office applications, and firm workflow processes
Field of study: Computer Software & Applications
Program/course level: Basic
Objectives
- Navigate the CCH Axcess Practice interface
- Manage client and staff information
- Enter and track time and expenses
- Utilize scheduling and assignment management features
- Monitor firm activities and maintain accurate operational data
| Format | Webinar |
|---|---|
| Subject Area | CCH Axcess Practice |