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OnboardingTraining and Consultancy
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Project ManagementSupport Portal

    Project Journal

    During your implementation, your project manager will introduce you to your project journal through the creation of a project schedule. This project journal can be found on the ‘Services’ tab on your Wolters Kluwer account. Your project manager will use the project journal as the basis for your weekly project meeting to address your upcoming appointments, completed consultancy and training and risk management.

    During your onboarding journey, you'll use the Support Portal to view your scheduled service appointments for training days, and session agendas.

    - the URL to the Support Portal help.wolterskluwer.co.uk
    - keep track of service appointments
    - view service appointment agendas
    - join Groups to stay updated with news of product and services.    		 

    Support Portal

    Our support portal is key for access to our product support teams and to find answers to any questions you may have about our products. Please visit the support portal page to learn more.

    We'll give you access to a library of online resources to help you and your team get familiar with our entire product suite.

    Topics covered in this video:

    - an introduction to our Support Portal and resources
    - introducing Groups and Communities
    - the URL to login to the Support Portal help.wolterskluwer.co.uk
    - an introduction to Userdocs and the content you'll find there
    - the URL to access Userdocs, userdocs.wolterskluwer.co.uk.    		 

    Wolters Kluwer Academy

    Accessed via the Support Portal, this is where you can access all of our eLearning for each of our products. Each course features detailed learning videos, quizzes and some webinar recordings. Your account manager will set up access for you. We encourage you to promote access to our learning portal during and after your implementations.

    You'll need to manage your employees' access to cloud products, and invite new employees as they join. We refer to this role as the 'Wolters Kluwer Account administrator'. You need one nominated person to undertake this role, but you can have multiple additional people too.

    Topics covered in this video:

    - the URL to login to the administration page
    login.wolterskluwer.eu/selfservice
    - allow an existing employee to manage people
    - grant an existing employee to additional applications
    - add a new employee and grant access
    - suspend an employee's access to all applications.    		 

    Internal Communications Plan

    Click here for an example of a communication plan that can be used to:

    Other Useful Areas:

    Product Information – Information on using our CCH products

    Welcome Pack – Resources for all new purchases from Wolters Kluwer. You'll find information about registering for our support portal and getting in touch with professional services, to billing and the renewals process

    Professional Services– Information about our supporting materials for our training and consultancy, data and technical services.

    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.