The CCH Axcess™ Setup for Outsource course content focuses on the configuration needed to allow Xpitax® users to access your tax return in CCH Axcess™ Tax returns.
Type: Single client training
Who should attend: Champions team, those responsible for configuration and security of CCH Axcess (must be full rights user of CCH Axcess)
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: N/A
CPE Credits: N/A
Program/Course level: Basic
Objectives:
- Configure business unit for outsourcing
- Create Xpitax users
- Set up security group for Xpitax users
- Build client access groups for Xpitax and firm users
- Assign a client to the Xpitax team and reassign it to the firm