Server Information - Installation Band User Counts

As previously discussed, the baseline technical specification guide is accessible via the following link: CCH Suite Technical Specification (Multi user). This guide outlines the fundamental requirements and your approach to planning your user endpoint rollout. In accordance with these specifications and based on your anticipated user count, please find below the guidelines for planning and provisioning your core Microsoft SQL Servers and Application & Service Servers for your CCH Suite.

Click ' +' to expand

Core Server Collection

Server Role
SQL Server Dedicated SQL Database Server
Application, Services and File Server CCH Core application, all CCH Services and File Share data


SQL Server

Item Detail Other
Role Dedicated SQL Server
Operating System Server 2022
Microsoft SQL Edition SQL Standard
CPU High End Intel Xeon / AMD Epyc 4 core vcpu
RAM 62GB 46GB SQL / 16GB OS
Storage Drive C SSD System Files 256GB minimum
Storage Drive D SSD System Files 128GB minimum
Storage Drive E SSD System Files 128GB minimum
Storage Drive F SSD System Files 128GB minimum
Storage Drive G SSD System Files Per requirement

- Additional letters for future Filestream storage per requirement

Storage Drive S SSD SQL Backup Dynamic per requirement

Application Server - All CCH Services

Item Detail Other
Role Application, Services and File Server
Operating System Server 2022
Microsoft SQL Edition SQL Standard
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 16GB 8GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares

128GB minimum, per requirement

Core Server Collection

Server Role
SQL Server Dedicated SQL Database Server
Application, Services and File Server CCH Core application, all CCH Services and File Share data
Service Server (Optional) CCH OCR and Scan Services


SQL Server

Item Detail Other
Role Dedicated SQL Server
Operating System Server 2022
Microsoft SQL Edition SQL Standard
CPU High End Intel Xeon / AMD Epyc 8 core vcpu
RAM 80GB 64GB SQL / 16GB OS
Storage Drive C NVME/SSD System Files 256GB minimum
Storage Drive D NVME/SSD SQL Temp Database 128GB minimum
Storage Drive E NVME/SSD SQL MDF Files 256GB minimum
Storage Drive F NVME/SSD SQL LDF Files 128GB minimum
Storage Drive G NVME/SSD SQL Filestream Per requirement

- Additional letters for future Filestream storage per requirement

Storage Drive S SSD SQL Backup Dynamic per requirement


Application Server [1] - All CCH Service (Except OCR & Scan)

Item Detail Other
Role Application, Services and File Server No CCH OCR or Scan Services installed here
Operating System Server 2022
Microsoft SQL Edition SQL Standard
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 32GB 20GB Services / 12GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares

128GB minimum, per requirement


Application Server [2] - OCR and Scan Server (optional)

Item Detail Other
Role CCH OCR and Scan Services Required where included in licence
Operating System Server 2022
Microsoft SQL Edition SQL Standard
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 16GB 12GB Services / 4GB OS
Storage Drive C SSD System Files 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement

Core Server Collection

Server Role
SQL Server Dedicated SQL Database Server
Application, Services and File Server CCH Core application, all CCH Services and File Share data
Service Server (Optional) CCH OCR and Scan Services


SQL Server 

Item Detail Other
Role Dedicated SQL Server
Operating System Server 2022
Microsoft SQL Edition SQL Standard
CPU High End Intel Xeon / AMD Epyc 14 core vcpu
RAM 128GB 112GB SQL / 16GB OS
Storage Drive C NVME/SSD System Files 256GB minimum
Storage Drive D NVME/SSD SQL Temp Database 128GB minimum
Storage Drive E NVME/SSD SQL MDF Files 256GB minimum
Storage Drive F NVME/SSD SQL LDF Files 128GB minimum
Storage Drive G NVME/SSD SQL Filestream Per requirement

- Additional letters for future Filestream storage per requirement

Storage Drive S SSD SQL Backup Dynamic per requirement


Application Server [1] - All CCH Service (Except OCR & Scan)

Item Detail Other
Role Application, Services and File Server No CCH OCR or Scan Services installed here
Operating System Server 2022
Microsoft SQL Edition SQL Standard
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares

128GB minimum, per requirement


Application Server [2] - OCR and Scan Server (optional)

Item Detail Other
Role CCH OCR and Scan Services Required where included in licence
Operating System Server 2022
Microsoft SQL Edition SQL Standard
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 16GB 12GB Services / 4GB OS
Storage Drive C SSD System Files 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement

Core Server Collection

Server Role
SQL Server Dedicated SQL Database Server
Application, Services and File Server CCH Core application, CCH Document & Workflow Services and File Share data
Service Server CCH Central Hub and CCH OneClick Services
Service Server (Optional) CCH OCR and Scan Services


SQL Server 

Item Detail Other
Role Dedicated SQL Server
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU High End Intel Xeon / AMD Epyc 24 core vcpu
RAM 256GB 240GB SQL / 16GB OS
Storage Drive C NVME/SSD System Files 256GB minimum
Storage Drive D NVME/SSD SQL Temp Database 128GB minimum
Storage Drive E NVME/SSD SQL MDF Files 512GB minimum
Storage Drive F NVME/SSD SQL LDF Files 256GB minimum
Storage Drive G NVME/SSD SQL Filestream Per requirement

- Additional letters for future Filestream storage per requirement

Storage Drive S SSD SQL Backup Dynamic per requirement


Application Server [1] - CCH Document WCF and CCH Workflow Service

Item Detail Other
Role Application, Services and File Server CCH Document & Workflow Services only
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares

128GB minimum, per requirement


Application Server [2] - CCH Central and CCH OneClick Services

Item Detail Other
Role Services CCH Central Hub & OneClick Services only
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement


Application Server [3] - OCR and Scan Server (optional)

Item Detail Other
Role CCH OCR and Scan Services Required where included in licence
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 20GB Services / 4GB OS
Storage Drive C SSD System Files 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement

Core Server Collection

Server Role
SQL Server Dedicated SQL Database Server
Application, Services and File Server CCH Core application, CCH Document & Workflow Services and File Share data
Service Server CCH Central Hub and CCH OneClick Services
Service Server (Optional) CCH OCR and Scan Services


SQL Server

Item Detail Other
Role Dedicated SQL Server
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU High End Intel Xeon / AMD Epyc 48 core vcpu
RAM 384GB 368GB SQL / 16GB OS
Storage Drive C NVME/SSD System Files 256GB minimum
Storage Drive D NVME/SSD SQL Temp Database 128GB minimum
Storage Drive E NVME/SSD SQL MDF Files 512GB minimum
Storage Drive F NVME/SSD SQL LDF Files 256GB minimum
Storage Drive G NVME/SSD SQL Filestream Per requirement

- Additional letters for future Filestream storage per requirement

Storage Drive S SSD SQL Backup Dynamic per requirement


Application Server [1] - CCH Document WCF and CCH Workflow Service

Item Detail Other
Role Application, Services and File Server CCH Document & Workflow Services only
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares

128GB minimum, per requirement


Application Server [2] - CCH Central and CCH OneClick Services

Item Detail Other
Role Services CCH Central Hub & One-Click Services only
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement


Application Server [3] - OCR and Scan Server (optional)

Item Detail Other
Role CCH OCR and Scan Services Required where included in licence
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu 
(increase for heavy scanning loads)
RAM 24GB 20GB Services / 4GB OS
Storage Drive C SSD System Files 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement

Core Server Collection

Server Role
SQL Server Dedicated SQL Database Server
Application, Services and File Server CCH Core application, CCH Document & Workflow Services and File Share data
Service Server CCH Central Hub and OneClick Services
Service Server (Optional) CCH OCR and Scan Services


SQL Server

Item Detail Other
Role Dedicated SQL Server
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU High End Intel Xeon / AMD Epyc 72 core vcpu
RAM 512GB 496GB SQL / 16GB OS
Storage Drive C NVME/SSD System Files 256GB minimum
Storage Drive D NVME/SSD SQL Temp Database 128GB minimum
Storage Drive E NVME/SSD SQL MDF Files 512GB minimum
Storage Drive F NVME/SSD SQL LDF Files 256GB minimum
Storage Drive G NVME/SSD SQL Filestream Per requirement

- Additional letters for future Filestream storage per requirement

Storage Drive S NVME/SSD SQL Backup Dynamic per requirement


Application Server [1] - CCH Document WCF and CCH Workflow Service

Item Detail Other
Role Application, Services and File Server CCH Document & Workflow Services only
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares

128GB minimum, per requirement


Application Server [2] - CCH Central and CCH OneClick Services

Item Detail Other
Role Services CCH Central Hub & CCH OneClick Services only
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement


Application Server [3] - OCR and Scan Server (optional)

Item Detail Other
Role CCH OCR and Scan Services Required where included in licence
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu 
(increase for heavy scanning loads)
RAM 24GB 20GB Services / 4GB OS
Storage Drive C SSD System Files 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement

Core Server Collection

Server Role
SQL Server Dedicated SQL Database Server
Application, Services and File Server CCH Core application, CCH Document & Workflow Services and File Share data
Service Server CCH Central Hub and OneClick Services
Service Server (Optional) CCH OCR and Scan Services


SQL Server

Item Detail Other
Role Dedicated SQL Server
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU High End Intel Xeon / AMD Epyc 96 core vcpu
RAM 512GB 496GB SQL / 16GB OS
Storage Drive C NVME/SSD System Files 256GB minimum
Storage Drive D NVME/SSD SQL Temp Database 128GB minimum
Storage Drive E NVME/SSD SQL MDF Files 512GB minimum
Storage Drive F NVME/SSD SQL LDF Files 256GB minimum
Storage Drive G NVME/SSD SQL Filestream Per requirement

- Additional letters for future Filestream storage per requirement

Storage Drive S SSD SQL Backup Dynamic per requirement


Application Server [1] - CCH Document WCF and CCH Workflow Service

Item Detail Other
Role Application, Services and File Server CCH Document & Workflow Services only
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares

128GB minimum, per requirement


Application Server [2] - CCH Central and CCH OneClick Services

Item Detail Other
Role Services CCH Central Hub & OneClick Services only
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu
RAM 24GB 16GB Services / 8GB OS
Storage Drive C SSD System Files and Services 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement


Application Server [3] - OCR and Scan Server (optional)

Item Detail Other
Role CCH OCR and Scan Services Required where included in licence
Operating System Server 2022
Microsoft SQL Edition SQL Enterprise
CPU Xeon Level 2.5ghz + / 4 core vcpu 
(increase for heavy scanning loads)
RAM 24GB 20GB Services / 4GB OS
Storage Drive C SSD System Files 128GB minimum
Storage Drive D SSD Application and File Shares 128GB minimum, per requirement

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.