This consultancy is carried out in conjunction with a Professional Services Consultant to: review CCH Central data security and protection set-up, advise on general best practice and internal procedures make appropriate changes to the database. The course is delivered onsite or online over two sessions.

Overview

This consultancy is carried out in conjunction with a Professional Services Consultant to:

  • review CCH Central data security and protection set-up,
  • advise on general best practice and internal procedures 
  • make appropriate changes to the database. 

Course Duration: The course is delivered onsite or online over two sessions. Each session will last up to 3 hours.

Key Objectives

  • To review your CCH Central data security and data protection set-up
  • Advise on general best practice and internal procedures
  • Assist on making database changes.
  • To ensure the delegates are able to apply and maintain the changes.

Course Contents

Session one Session two

The course starts with data security in CCH Central and looks at the following security settings:

  • Data Security
  • Team Security
  • Client Team Security

The course continues with data security checks across the following areas:

  • Employees
  • Configuration and Set-up
  • Clients
  • Travelling data
  • Mail Merging
  • Compliance settings
  • Documents

Pre-requisites

  • Attendees should adhere to the Training session Guidelines.
  • All attendees should have a good understanding of CCH Central.

Who is this course designed for? 

  • System Administrators / IT
  • Partners / Directors
  • CCH Central Champions.

Note: The second part of the consultancy includes recent changes in CCH Central for additional data security changes. The consultant will review CCH Central for the organisation to define the list of consents that they wish to maintain, record when and by which method the consent was obtained, and recording renewal dates

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from
  • Customer Onboarding Glossary - Our terminology explained for customers

Related documents

CCH Central Suite Update Guide (Latest Offline Version)
The document outlines the process for using the Central Suite Installer Offline (CSI Offline) for customers with specific IT requirements that prevent internet updates. It provides detailed instructions for installing updates to the Central Suite, including necessary prerequisites, folder structure, and the installation steps. Key points include ensuring Microsoft SQL Server is supported, confirming .NET Framework requirements, and the importance of backups before starting the update. The document also highlights the need for administrator rights, handling database upgrades, and checking for office plugin updates, particularly for users of CCH Document Management.
CCH Central Suite 2026.3 Update Guide
This guide explains how to update an existing install of the CCH Central Suite to the latest version 2026.3 (including Service Packs and Hotfixes) using the Central Suite Installer (CSI).
CCH Central 2026.3 Release Notes
CCH Central 2026.3 Release Notes
Central Suite Installer (CSI) instructions
The document announces the update of the Central Suite Installer (CSI) for the CCH Central Suite, now compatible with the latest releases and service packs and hotfixes of various CCH applications. Key points include prerequisites for installation, compatibility information, and the necessity for proper backup before proceeding with the update. It highlights specific requirements for Microsoft components, and it warns users of CCH Accounts Production regarding regional settings for date format. Support options are mentioned for users seeking assistance during the update process. Release notes are accessible for detailed information on the updates.
CCH Central 2026.210 Service Pack
CCH Central 2026.210 Service Pack