CCH Axcess™ Client Collaboration - Best Practices Consulting

Learn how to successfully implement your firm’s use of CCH Axcess Client Collaboration. Important program features will be covered including: implementation planning considerations, adding your firm branding to Client Collaboration, creating custom engagement letter templates and how to work with the Client Collaboration Home page.

Type: Single Client Training, Multi-Client Training
Who should attend: The Client Collaboration Champions Team and firm members responsible for managing client communications and client projects
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic

Objectives

• Plan your firm’s implementation and use of Client Collaboration
• Assign staff functional rights to use Client Collaboration
• Set up the features of Client Collaboration
• Work with Client Collaboration Libraries
• Access support and help resources