Consultancy Services
Consultancy for CCH Audit Automation
Last update: CCH Audit Automation
CCH Audit Automation: BDE to SQL - Advanced Converter Consultancy (10091829)
This document outlines a three-hour online training session focused on the new functionalities of the SQL version of CCH Audit. The session aims to enhance practice efficiency by reviewing current software usage, ensuring data integrity, and identifying improvement opportunities. Participants, ideally senior audit team members and daily users of the SQL system, are required to understand the BDE version of the software. Key topics include updating client data, exploring system changes, and optimizing quality controls. Attendees should prepare by selecting client cases for discussion and may need IT support during the session.
CCH Audit Automation
CCH Audit Automation: BDE to SQL - Converter Consultancy (10091828)
This document outlines an online training session focused on Master Pack administration and the process of converting client files and Master Packs from the BDE to SQL version. The session lasts up to three hours and includes objectives such as managing Master Packs and executing the conversion process. Prerequisites for attendees include a solid understanding of the BDE version of CCH Audit Automation, proper preparation of user data, and access to the required software. The course is designed for system managers and super users responsible for running and converting files within the system.
CCH Audit Automation
CCH Audit Automation: Implementation Consultancy online (10098964)
This document outlines a single online session aimed at optimizing software setup for audit practices. It will provide essential knowledge for decision-making regarding system configuration and implications for existing policies. Attendees are encouraged to prepare by reviewing current procedures and engaging in discussions about required changes. The session will include guidance from a consultant and cover key areas such as system administration, task processing, and procedural updates. Participants should have a strong understanding of audit practices and involve key team members in discussions to ensure effective implementation and communication of changes.
CCH Audit Automation
CCH Audit Automation: Master Pack Editing Online (10120239)
This course focuses on Master Pack editing, aimed at helping firms customize their Master Pack to enhance efficiency in client-level operations. It includes discussions on the implications for existing policies and necessary procedural updates. Participants, who should have a solid understanding of auditing practices, will receive guidance from a consultant and are encouraged to prepare their current policies for discussion. The session lasts up to three hours and is designed for managers and partners responsible for Master Pack maintenance, with additional resources available for further learning.
CCH Audit Automation
CCH Audit Automation: Health Check (10120238)
This online session aims to optimize the use of an audit software by reviewing its current implementation and suggesting improvements to enhance efficiency and reduce audit risks. Participants will engage in discussions to explore software functionalities, and if changes are required, the consultant will guide the transition process. The session, lasting up to three hours, is designed for key personnel including super users, administrators, and potentially IT staff. It emphasizes understanding existing procedures and planning for any necessary adjustments within the firm's practices.
CCH Audit Automation
CCH Audit Automation: Advanced Consultancy on site (10102641)
This document outlines two onsite consultancy sessions focused on understanding business requirements related to CCH Audit Automation. Participants will review their processes and policies with expert guidance to enhance functionality. The sessions, lasting up to six hours, aim to assess needs, advise on best practices, and potentially implement advanced features. Participants should have a solid understanding of CCH Audit Automation and auditing practices. The consultancy agenda will be tailored based on initial discussions with consultants, who will follow up with a specific agenda to meet the participants' needs.
CCH Audit Automation
CCH Audit Automation: Advanced Consultancy Online (10102642)
This document outlines an interactive online session focusing on CCH Audit Automation, aimed at understanding business requirements and reviewing processes with the help of experienced consultants. The session, lasting up to three hours, includes a pre-call to tailor the content based on participants' needs. Key objectives include evaluating needs and advising on effective functionality usage. It is designed for CCH Audit Automation users seeking to implement advanced features, provided they have an understanding of auditing and access to up-to-date software. Additional resources for learning about the software are also mentioned.
CCH Audit Automation
CCH Audit Automation : Consultancy (10098965/10095227)
The CCH Audit Automation Follow Up Consultancy is a crucial final review session post-implementation, designed for assessing the software's initial deployment. It aims to evaluate configuration efficiency, address any deployment challenges, and discuss future capabilities to enhance product use. The consultancy includes up to three hours of consultation online or onsite, focusing on post-implementation experiences, alignment of processes with software, and future training plans. It targets representatives with decision-making roles, managers overseeing implementation, and administrative staff for comprehensive input. Attendees are expected to be familiar with CCH Central and their organization's document management systems.