startCCH Corporate Customers
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CCH Corporate Customers

Onboarding
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    CCH Corporate customer journey - Welcome to your CCH journey!

    To start your onboarding journey, your Account Manager will transition your details to our Order Processing team, who will: 

    • set up your organisation’s account and send you an email containing your Practice code and Registration number – please ensure you keep this email safe for future reference
    • register your nominated Wolters Kluwer Account Administrator on our Support Portal. 

    Your Account Administrator then receives an email invitation to complete their registration. This is a crucial step, as once activated, your administrator is responsible for inviting colleagues within your organisation to join the Support Portal and Wolters Kluwer Academy. More information on the Account Administrator role can be found here. 

    Once your order has been processed, our Professional Services team will take over your onboarding journey, and you will receive a welcome email detailing the next steps. 
    ​

    ACTIVATION

    A dedicated Project Manager will be assigned to you. They will: 

    • arrange a launch call to formally kick off the project, confirm requirements, and align on scope and responsibilities
    • assign a Technical and Accounts Production consultant for the implementation stage
    • provide you with a tailored project plan for the remainder of the onboarding project
    • ensure you have successfully registered for our Support Portal. 

    After confirming the project plan, a pre-installation meeting with the technical consultant will be held to: 

    • review technical requirements
    • agree on the installation rollout approach
    • identify necessary environment changes. 

    Your project coordinator will schedule a two-week period for you to complete any actions or adjustments agreed upon during this meeting. 

    Finally, a validation meeting will check that all updates are complete before moving to implementation. 

    ** If you are a HDUK customer your installation service will be different, you can find more information specific to this service here.

     

     IMPLEMENTATION

    Once all the onboarding preparations are complete, we’ll be ready to begin the implementation phase of the project. 

     This stage commences with the Wolters Kluwer technical consultant installing CCH Central and any additional products you have purchased. 

    Once the installation is complete, you will receive comprehensive documentation detailing the process and setup. 

    You are then responsible for thoroughly testing the CCH Solution and promptly informing your project manager of any issues identified. 

    Your Project Manager will also arrange a follow-up session with the technical consultant to provide post-installation support.  

    After these sessions, the technical consultant will formally sign off on the installation of your CCH Solution. Link to agenda.

    The subsequent phase of implementation involves configuring CCH Central and CCH Accounts Production. During this stage, you will collaborate closely with your consultant to tailor the solution to your specific business needs and processes, while receiving expert advice on best practices throughout. 

    For more information about the setup and configuration process, please refer to the agenda for the service your organisation has selected:

    CCH Accounts Production: Implementation Consultancy - Corporate (10091209/10091210)
     

    ENABLEMENT

    As part of your CCH Accounts Production service delivery, your consultant will equip you with the essential knowledge and skills to make effective use of your new software. 

    The depth and focus of each training session varies according to the specific course selected, so we recommend you consult the agenda relevant to your purchased service for further details: CCH Accounts Production: Corporate Consultancy (10091213/10091214)

    After your final session with the Wolters Kluwer consultant, a concluding 30-minute meeting will be scheduled to formally sign off this phase of the service. Prior to this meeting, you’ll have an opportunity to familiarise yourself with the software and confirm that all configurations meet your expectations and requirements. 

    Once this meeting is complete, responsibility will be handed back to your Project Manager, who will arrange a final call with you. 

    This call is designed to ensure you feel fully confident navigating the Support Portal and utilising all its functions, including raising Support Cases. On completion of this call, your Project Manager confirms the successful completion of your onboarding project and transitions you to our Support Team, and to your Account Manager. 

    Related documents

    Release Schedule 2026
    The document provides information about joining groups for updates on Wolters Kluwer software releases, particularly in the Tax and Accounting sector. It details scheduled releases for various software, including CCH Central, CCH OneClick, and CCH iFirm, along with specific dates and software functionalities. Key upcoming versions include CCH Central 2026.3 and several CCH iFirm releases throughout Q3/Q4 of 2026, focusing on enhancements and bug fixes across their suite of services. Users are encouraged to provide feedback through the relevant groups.
    Northern User Group (NUG) Officers
    The document outlines the key positions within the Northern User Group, including roles such as Chair Person, Secretary, and various sub-group chairs (CCH Accounting, CCH Trust Accounts, and CCH Central). It provides contact information for the Group Chairman, Stephen Leonard, including his email and phone number for inquiries.
    How to Join the Northern User Group (NUG)
    The CCH Northern User Group offers a 2025 subscription for £445, allowing unlimited delegate attendance at meetings. Founded in 1985, the group has undergone several name changes but remains independent of CCH. It now consists of various product sub-groups related to tax, accounting, and practice management. Members find the membership benefits exceed costs compared to traditional seminars. Potential members are encouraged to contact the Group Chairman for inquiries or to apply. Members can also engage in discussions and updates through a Support Portal group.
    Scottish User Group (SCUG) Meetings
    The Scottish User Group (ScUG) fosters collaboration among Wolters Kluwer customers, providing a platform for firms to share knowledge and best practices. Established in 2001, it currently includes about 50 members from 26 firms across Scotland. Meetings, held biannually, feature product updates from Wolters Kluwer and discussions on pertinent topics like tax legislation and operational efficiency. Members are encouraged to participate actively and suggest agenda topics. The next meeting is scheduled for March 19, 2026, at the Apex Dunblane Hydro Hotel. Interested individuals can contact Anne Melville for membership details.
    How to Join the Scottish User Group (SCUG)
    The Scottish User Group (SUG) offers Wolters Kluwer customers a platform for networking, learning, and influence. Members gain direct access to experts, share best practices, engage in topical discussions, and can customize their participation. The group fosters a supportive peer network focused on practical applications rather than sales. New members are welcome, and interested firms can contact the Secretary, Anne Melville, for more information. Additionally, members can join the SUG group on the Support Portal for updates and interactions within the community.