Consultancy Services
Consultancy Services for CCH Trust Accounts
Last update: CCH Trust Accounts
CCH Trust Accounts: Implementation Consultancy (10091279-0001)
This course offers a consultancy session designed to assist businesses in reviewing processes and implementing new software systems, specifically CCH Trust Accounts and CCH Central. The session focuses on planning, implementation, and setup, ensuring participants understand available options and how to optimize functionality. Key attendees should have knowledge of existing production procedures and be involved in decision-making. The course emphasizes the importance of collaborative input from all organizational areas impacted by the changes. Outcomes include a defined project plan for rollout and access to supporting resources.
CCH Trust Accounts
CCH Trust Accounts: CCH Accounts Production formatter Consultancy (10091288/10091287)
The document indicates that the requested page cannot be found and provides related search results for various services offered by Wolters Kluwer. It mentions the availability of product training and consultancy courses, outlines for CCH Trust Accounts, and additional support for accounting needs across trusts, estates, charities, and other entities. The services are aimed at improving efficiency, reducing costs, and enhancing reporting accuracy, with options available for online or onsite training and consultancy.
CCH Trust Accounts
CCH Trust Accounts: Consultancy (10091299/10091298)
This course focuses on CCH Trust Accounts, guiding businesses through their specific requirements and enabling effective decision-making on features and functions. It includes two sessions, each lasting up to three hours, covering key areas such as user permissions, database management, and customization of reports. The course aims to investigate client needs, improve processes, and offer advice on optimizing functionality. Pre-requisites include familiarity with CCH Central and trust accounting. The consultancy agenda will be tailored to individual needs, and additional resources are available for further learning.
CCH Trust Accounts
CCH Trust Accounts: CCH Accounts Production Formatter Consultancy (10091288/10091287)
This document outlines a consultancy course focused on CCH Trust Accounts, designed for users responsible for creating and maintaining account formats. The course provides hands-on training in the CCH Accounts Production Format Designer, covering topics like format creation, client-specific content, and publishing master packs. Key objectives include understanding the format designer, creating Practice Masters, and applying format changes. Pre-requisites include prior attendance at relevant training sessions. The course is aimed at both new and existing users needing to enhance their format writing skills. Additional resources for learning are also provided.
CCH Trust Accounts
CCH Trust Accounts: Practice Formats consultancy (10091297/10091296)
This document outlines a course focused on assisting CCH users in making format changes for Trust accounts, rather than traditional training. The program includes four sessions, each lasting up to three hours, where participants will learn to use the Format Designer, create Practice Masters, and apply changes to test clients. Pre-requisites emphasize a good understanding of CCH Central, CCH Trust Accounts, trust accounting, and spreadsheet formulas. Additional consultancy time is available if needed. Resources such as eLearning, videos, and webinars are provided to enhance learning.