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Solutions Consultancy online

CCH Central
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ConsultancyCourse Outlines
    Solutions Consultancy Online is a service for existing CCH Central users. It focuses on improving how the system works for your firm, offering tailored advice and practical support for your specific needs which are not covered by our standard services.

    We start all solutions consultancy with an Initial Discovery Phase to understand your business needs and how CCH Central is currently set up, identifying areas for improvement or customisation.

    What We Can Help With?

    • Pre-quoting, analysis, and investigation of bespoke customer requests.

    • Answering technical questions about CCH Central and its APIs.

    • Preparing solution specifications and quoting the work required for delivery.

    • Advising on accelerated development options, where applicable.

    Summary:
    We provide expert support to help you get the most out of CCH Central, whether it’s troubleshooting, improving efficiency, or creating custom solutions. Everything starts with the Initial Discovery Phase to ensure we understand your needs, and we provide clear cost estimates and flexible options to match your project’s size and scope.

    Sessions Required
    • Small projects: Quick consultations (1–4 sessions).
    • Medium projects: More in-depth work (6–10 sessions over 3–5 days).
    • Larger projects: Custom plans based on your needs.

    Pre-requisites

    Delivery of this work will be reliant on collaboration between customer teams or representatives and resource from Wolters Kluwer Tax & Accounting.

    Note: This is a practical interactive consultancy designed to run online over two sessions lasting up to 3 hours each. 

    Useful Resources

    • eLearning courses - online courses that provide you with an overview and insight into our software
    • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
    • Webinars - sessions for you to attend and learn from
    • Customer Onboarding Glossary - Our terminology explained for customers

    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