startCCH Trust Accounts: Implementation Consultancy (10091279-0001)
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CCH Trust Accounts: Implementation Consultancy (10091279-0001)

CCH Trust Accounts
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ConsultancyCourse OutlinesSetup

    Overview

    This meeting will review the set-up requirements for CCH Trust Accounts, CCH Central, and CCH Accounts Production. It will cover configuration decisions, integration and security considerations, project responsibilities, timelines, risks, and supporting resources to ensure a successful rollout.

    Duration: This course consists of one online consultancy session. The session will last up to 3 hours.

    Agenda

    1. Project Overview and Objectives

    • Confirm scope, objectives, and stakeholder roles
    • Review the CCH product landscape and integration points

    2. Implementation Planning

    • Review existing processes, business requirements, and desired outcomes
    • Agree the proposed configuration approach and key setup considerations
    • Identify readiness requirements, risks, dependencies, and mitigation actions

    3. CCH Central and Trust Accounts Configuration

    • Review system setup and connectivity
    • Confirm team structure, user access, security groups, and permission requirements

    4. CCH Accounts Production Configuration

    • Review Master Packs, Global Change considerations, and practice-level setup
    • Confirm themes, styles, consistency, and standardisation requirements

    5. Project Planning and Next Steps

    • Confirm decisions, actions, owners, sessions booked for training and further consultancy
    • Agree rollout approach, deliverables, and support resources

    Expected Outcomes

    By the conclusion of the meeting, participants should have agreed the implementation requirements, confirmed key configuration and security decisions, allocated actions, and established a clear project plan for rollout.

    Pre-requisites

    Attendees should adhere to the Training session Guidelines.

    All attendees should have a good understanding of accounts production and their existing production procedures and processes.

    Who is this course designed for?

    Representative with business decision making responsibilities - Support for CCH Trust Accounts and the production of the accounts from business leaders is critical to a successful implementation. Business leaders are responsible for communicating to employees the business's commitment to the roll-out of CCH Trust Accounts and the benefits to clients.

    Representative at a more detailed level who will oversee implementation - Managers or seniors involved must have a good understanding of the business's current accounts production and processes. They will provide guidance to other personnel on policies and procedures necessary.

    Personal Assistants\Administration - this group will often have a detailed knowledge of existing procedures and can have a valuable input to the process. Ultimately they can be heavily impacted by the implementation of a Trust Accounts system and therefore it is important to gather their feedback and input. Consider a Super User/Champion to represent this group.

    Other - Representatives from all teams from the organisation should be present in the consultancy to ensure all areas affected by the implementation have input and the different processes that will be adopted by each area can be addressed.

    Useful Resources

    Related documents

    Linking to clients in CCH Central
    This document provides instructions on how to link and unlink clients from CCH Central in the CCH Trust Accounts system. To link a client, the user must select the client, click "Edit," then "Link," and choose the appropriate client from Central. Once linked, certain fields become non-editable in Trust Accounts. To unlink a client, the user clicks the "Unlink" button, which restores editability but deletes any accounting periods in Central. Key fields updated from Central include client name, address, and contact details.
    Database Parameters
    Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.
    Data Parameters
    Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.
    Database Parameters
    Database Parameters
    Passwords
    Passwords