CCH Axcess™ Client Collaboration - End user training

Learn how to use the different features of Client Collaboration including: sending Requests to clients to sign engagement letters or complete organizers, tracking the completion of Requests to clients, and downloading completed documents.

Type: Single Client Training, Multi-Client Training
Who should attend: Staff members who are responsible for sending engagement letters, organizers or e-file signature authorization forms to clients.
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic

Objectives

• Learn to send Single-Requests to clients to sign engagement letters and complete organizers
• Learn to send Multiple-Requests to clients to sign engagement letters and complete organizers
• Learn to manage Requests
• Learn to download and manage client files and documents