CCH Axcess Workflow – Integrated Workflow Best Practices

The CCH Axcess Workflow Integrated Best Practices course demonstrates how to use the CCH Axcess suite to its fullest potential. An experienced consultant explores the various points of integration and demonstrates the recommended process for firms to take full advantage of CCH Axcess. 

Type: Single client training

Advanced preparation: None

Prerequisites required: Yes

Prerequisites: CCH Axcess Workflow customers who also use CCH Axcess Practice, Tax, and/or Document; and have integrated CCH Axcess Workflow with the rest of CCH Axcess for staff and clients

Program/course level: Intermediate

Objectives

• Walk through an example workflow process of preparing a tax return using CCH Axcess
• Review the common client data used by multiple modules within CCH Axcess
• Understand the integration between CCH Axcess Tax, Workflow, Document, Portal, Practice, and Client Collaboration

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.