How To
CCH Conversions - Data categories and descriptions
CCH Central
Standing/Static/Core and Practice Management Data
Standing/static/core data
Primary record and reference data for clients – individuals and organisations for example:
- Client code (unique), names, address, contact information, identification numbers ( UTR, NI)
- Contacts associated/connected with clients
- Option to include references to partner, office, Christmas card
- Employees – all staff who will use the system including charge out rates where applicable
Practice management data
- Standing data plus
- Client financial data: WIP and Debt – opening balances
Compliance data
- Compliance modules include Accounts Production, Personal Tax, Corporation Tax, Trusts, Audit
- Data import is available for customers transitioning from existing CCH modules, but no migration tools exist for non-CCH Personal Tax data
- Trial balance imports are available for Accounts production from any system
Document management
- Electronic documents from existing CCH systems, approved competitors or formal folder structure
This document offers comprehensive guidance on preparing and auditing your practice data Wolters Kluwer Tax & Accounting UK-Client data audit guidance.pdf
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