startTraining, Consultancy or Support? Which one do I require?
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Training, Consultancy or Support? Which one do I require?

OnboardingTraining and Consultancy
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Project ManagementTraining SessionsConsultancySupport Portal
    Here, we help you to decide between the 3 options. You may find that you require a combination of these options.

    Training, Consultancy or Support: which one do I require?

    We are often asked whether training or consultancy is required, hopefully this page will help you decide between the two. We will also touch on when contacting our support team may be more suitable for your needs.  

    Training 

    Whether you are new to CCH or an existing customer, training is a great way to learn about a specific area of your CCH software. A training session will be arranged for you by your scheduler or project manager. Our consultants frequently review and update the training session agendas so that you, as a customer, get the most out of your time with them. The content is pre-planned with the objective to teach you best practise. The aim of a training session is to cover the course contents and achieve the stated learning objective with some time allocated to Q&A. If for some reason content isn’t covered in the allocated time then we may need to arrange another chargeable session.  

    In order to get the most from your training session we recommend you visit the below Userdocs pages: 

    • To read important delegate information and pre-requisites for our online training courses please visit this page. 
    • To read important delegate information and pre-requisites for our onsite training courses please visit this page.    
    Consultancy 

    Make the most of your software, from implementation to optimal usage with bespoke consultancy. A consultancy session(s) is delivered to an agenda, however, it is more about using a consultative approach to establish needs and to provide best practise recommendations based on those needs. 

    Our consultancy services will provide you with: 

    • product consultancy on a specified Wolters Kluwer product
    • dedicated time with an experienced consultant
    • reduce wasted time with best practice tips and short cuts
    • detailed look at your processes and how you use the software
    • recommendations on improvements and efficiencies. 

    Useful Information! For details of all our consultancy courses, please click here. 

    Support 

    Help can come in many forms from Wolters Kluwer and it's worth considering what is going to be the most effective for you. It can be tempting to send an email to a consultant who has carried out previous training for you. However, while they will always help when they can, they are likely to be busy with customer training sessions so you may experience a delay in getting a response. We recommend considering one of the options below instead.  

    Your Project Manager 

    If you have been assigned a project manager for your implementation then they will be able to help you as a first port of call. They will be able to either answer your question themselves or seek the advice of the relevant person and come back to you. As part of their project management processes they may add the query to your shared action log if relevant so that progress can be reviewed each week.  

    Your Account Manager 

    Your account manager is ideally placed to help you with any questions you might have around the commercial aspects of your order such as the purchase of more sessions or licenses, for example. If you have a technical question or issue then we advise that you visit the Support Portal and either find the answer within the Knowledge section or raise a support ticket.  

    The Support Portal  

    A vital resource that can offer a wealth of knowledge and support in lots of different formats such as: 

    • Userdocs – articles and how to guides that cover all of our products. We recommend using the search bar to type in your query to find relevant articles   
    • Groups – join groups relevant to you to sign up for email notifications, you can also interact with members of the community and ask questions  
    • eLearning – we have a vast amount of courses for you to sign up to. Each video covers a specific topic and is only a few minutes long so you can complete them at a pace to suit you  
    • Virtual Assistant is a brilliant chatbot that can help you quickly, just start typing you question or area of interest in the search box and it will search the entire Support Portal for recommended answers. It can also raise a support case for you if needed 
    • Raising a support case – if you are unable to find an answer using the above methods or you are experiencing an issue while using our software you may wish to raise a support ticket. The more information you provide will help route your question to the relevant member of our team.  

    Useful Information! For more information about the support portal, such as how to register and use it as well as a short Support Portal tour, click here 

    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.