Overview

This course is to introduce CCH Central to new customers and to help them how to interact with the CCH Central interface, and customise the system for the individual, and the firm’s needs.

Prerequisites

None

Objectives

To understand how to interact with the CCH Central interface, and customise the system for your individual, and your firm’s needs. 

Course duration

1 hour 45 mins 

Cloudshare

Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.

Course contents

  • Central navigation
  • Central homepages
  • Search categories and entity types
  • Search customisation
  • Advanced searches
  • Assignment searching
  • Navigating client records
  • CCH address storage
  • Associations
  • Responsibility types
  • Task management
  • Managing Smart reports

Who is this course designed for?

  • First time users of the software
     

Useful Resources

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