CCH Axcess Portal - Best Practices Consulting (Integrated)

This course is designed to assist firms in using CCH Axcess™ Integrated Portal with taking client collaboration to the next level. We will focus on best practices for implementing Portal while also stressing the key components of on-going maintenance. Particular attention will be paid to the importance of developing a solid plan for rolling out the Portal to your clients. By taking advantage of the solution’s more advanced features and developing standardized policies and procedures, firms of all sizes and specialties may increase across the board and truly take client collaboration to the next level.

Type: Single client training
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: CCH Axcess Portal Setup
Field of study: Computer Software and Applications
Program/course level: Basic

Objectives

• Understand best practices for portal creation, management, and every day usage.
• Develop and implement a plan for rolling out Portal to clients.
• Outline firm-specific policies and procedures for Portal.