CCH Axcess Workstream — End User eLearning
The CCH Axcess™ Workstream End User eLearning provides foundational instruction to help users manage projects, track work, monitor due dates, and improve workflow visibility within CCH Axcess Workstream.
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 Workstream End User eLearning helps users build a foundational understanding of CCH Axcess Workstream, a workflow management solution designed to streamline firm processes and improve accountability. Through guided instruction, participants learn how to navigate dashboards, manage projects and tasks, track deadlines, monitor work status, and collaborate more effectively across teams. Learners will gain the knowledge needed to increase visibility into firm workloads, improve workflow efficiency, and support the timely completion of client engagements.
Type: eLearning
Who should attend: Individuals responsible for managing, tracking, or completing projects, tasks, and workflow activities within CCH Axcess Workstream.
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Windows and firm workflow processes.
Field of study: Computer Software & Applications
Program/course level: Basic
Objectives
- Navigate the CCH Axcess Workstream interface and dashboards
- Create, manage, and monitor projects and tasks
- Track due dates, statuses, and workflow progress
- Utilize filtering, views, and reporting tools to monitor workloads
- Collaborate with team members and maintain workflow accountability
| Format | Webinar |
|---|---|
| Subject Area | CCH Axcess Workstream |