Questions commonly asked regarding practice management conversions.

How can I check what the latest recommendations are for our technical environment?

What information do you need before we start the technical services?

Can we discuss our systems before the installation phase of our project?

What should we do if our system are not ready in time?

Can my teams still work on their systems whilst installations service are taking place?

How long will the work take?

How can I check the upload and download speeds at my practice?

Can the services happen out of hours?

Can you work directly with our IT/3rd Party providers?

What reports are provided post installation service?

If we need another workstation setup with CCH Software - do we need to book you again?

Can we perform our own installation of CCH Software?

Can we perform our own release updates of CCH Software?

Can we manage our own full system migration to cloud?

Related documents

CCH Compliance Pack Implementation
This document outlines an implementation session aimed at assisting users with the effective set up of CCH Tax and Accounting software. The session will cover best practices, compliance options, pre-configuration checks, data migration discussions, and training opportunities. Key objectives include reviewing current processes and confirming tasks and responsibilities. Target participants are decision-makers and managers. The session lasts up to three hours and includes an agenda focused on operations, data security, compliance training, and useful resources such as eLearning and webinars.
Azure Information
This document provides guidance on selecting Azure architecture and hardware provisioning specifically for SQL Server. It recommends the Ebdsv5/Ebsv5 series for those seeking optimal performance and cost-effectiveness. Key advice includes prioritizing P core processors, focusing on clock speed over core count for SQL performance, and utilizing Proximity Placement Groups. Relevant Microsoft resources for best practices and pricing strategies are linked, as well as additional support materials for products and training from Wolters Kluwer.
CCH Accounts Production Corporate: Refresher (10134647/10134661)
A streamlined service for existing users who require a quick update or refresher on key processes within CCH Accounts Production. This service is ideal for those returning to CCH Accounts Production after a break or seeking to refresh their skills in line with current standards and software updates. 
CCH Accounts Production Corporate: Professional online (10134646)
An advanced programme for experienced users of CCH Accounts Production who wish to develop their expertise or update their knowledge. This service covers the latest updates, advanced functionalities, and troubleshooting techniques, helping users to stay current and maximise efficiency in their accounts production work. 
CCH Accounts Production Corporate: Practitioner (10134645/10134660)
A comprehensive onboarding programme for new users with little or no prior experience of accounts production software. This service covers accounts production for corporate entities, guiding users through CCH Central and CCH Accounts Production software.