CCH Axcess Practice - Optimizing CCH Axcess Practice
This course is designed for the seasoned firm and will help ensure you are capitalizing on the latest enhancements and features of 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.
This course is designed for the seasoned firm and will help ensure you are capitalizing on the latest enhancements and features of CCH Axcess Practice. During this session, we will explore your current setup, discuss internal processes, introduce the latest features, and determine if changes need to be made to progress towards a profitable and productive use of the application.
Type: Single client training
Advanced preparation: Ability to log in to CCH Axcess™ with administrative permissions
Prerequisites required: Yes
Prerequisites: Must have been using Practice for at least 1 year or 1 full busy season
Field of study: Business management & organization
Program/course level: Intermediate
Objectives
- Discover recent enhancements.
- Leverage the home and client dashboard panes.
- Streamline billing procedures.
- Shorten your cash conversion cycle (CCC) using ePay.
- Review time entry policies.
- Manage client and staff information (Including update multiple).
- Examine invoice templates.
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.
| Format | Webinar |
|---|---|
| Subject Area | CCH Axcess Practice |