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CCH Packs: Central Implementation Consultancy

CCH Central
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SetupConsultancyCourse OutlinesCCH Compliance PackCCH Packs

    The purpose of the implementation meeting is to discuss the structure of the practice and complete the configuration of the CCH Database. Your consultant will work with you to add the practice's details, its employees, its official credentials and proceed with the import of clients and contacts from the spreadsheet populated by you. This is an online interactive course designed to run for one session up to 3 hours each.

    Overview

    This course covers basic Central set up, creating and updating clients, contacts and employee information, and configuring the Practice information.

    Key Objectives

    To ensure that:

    • The structure of the Practice is set up
    • Ensure all employee records are updated
    • Verify your DTA information with CCH Central

    Who should attend 

    •   One or two decision makers

    Course Contents                                                                                          

    CCH Central
    • Check the structure of your practice against the compliance pre-configuration
    • Create partners and employees and discuss passwords
    • Ensure the path for documents, bills and templates are setup
    • Ensure the practice and its partners are setup
    • Ensure the employees are added to CCH Central and each of them are allocated to the respective security group
    • Show the areas of the software where the practice's credentials for HMRC and Companies House should be placed if you have acquired the compliance products
    • Show how to initiate the DTA (Digital Tax Accounts) verification process if you have acquired the Personal Tax product
    • Understanding the difference between contacts and clients
    • Show how to create clients and contacts
    • How to use CCH Support
    • Import the contacts and clients using the import spreadsheet if applicable

    Note: This is a online interactive course designed to run for two sessions up to 3 hours each.

    Central Implementation Consultancy

    Click here to read about our CCH Central Consultancy services

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