CCH Axcess™ Engagement Best Practices Consulting

This course is designed to ensure a smooth implementation of CCH Axcess™ Engagement Pro or CCH Axcess™ Engagement Essentials. A knowledgeable consultant will discuss the critical implementation challenges you may encounter and prepare your firm to utilize the software to its full potential.

Type: Single-Client Training
Who should attend: Implementation leaders (Partners, Manager, Senior/Staff), Administrative staff and IT
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: CCH Axcess™ Engagement Pro Training or CCH Axcess™ Engagement Essentials Training
Field of study: Accounting
Program/course level: Basic

Objectives

• Assess your firm's goals and develop an implementation plan
• Understand your business environment, including departmental relationships
• Build a customized best practices document for implementation and conversion to CCH Axcess™ Engagement
• Develop a firm standard engagement template