How To
CCH Compliance Pack Implementation
Training and Consultancy
To aid the effective implementation of your compliance software, your consultant will work with you to explain the best practice pre-configuration already set up in the database and to determine the most effective way of configuring the CCH Tax and Accounting software for your practice.
Overview
During the session we will run through a pre-defined agenda and document your requirements. We will confirm required tasks and responsibilities after the session.
Key Objectives
To ensure that:
- To ensure that you are aware of the options available to you within the CCH Tax and Accounting compliance products: CCH Accounts Production (AP), CCH iXBRL Review and Tag (iXBRL), CCH Corporation Tax (CT) and CCH Personal Tax (PT)
- To check the structure of your practice against the compliance pre-configuration
- To discuss the current processes in use within your existing tax and accounting software
- To evaluate and advise on the migration of your existing data into CCH Accounts Production
- To discuss compliance training and eLearning options
Who should attend the consultancy session?
- Decision makers and managers
Agenda
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Note: This online implementation takes up to 3 hours.
Useful Resources
- eLearning courses - online courses that provide you with an overview and insight into our software
- Webinars - sessions for you to attend and learn from
- Customer Onboarding Glossary - Our terminology explained for customers
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