Get Started with CCH Workflow
Get up and running with CCH Workflow as quickly and efficiently as possible.
Last update: Product Overview
Manage the entire client relationship by using automated key steps, complete reporting and business process monitoring.
Preferences and Settings
Set up dates, email notifications and work with standard workflow templates. Catalogues for compliance and non-compliance workflows.
Homepage Functions
Click right to access Workflow functionality including mail merge, milestones and select employee.
Contacts and Clients
Shows an overview of all the workflows running for each client/contact record in CCH Central.