Topic results Technical Services

CCH IXBRL Review And Tag
CCH iXBRL Review & Tag: Training for Accounts conversion from MS Word and Excel (10133768)
This document outlines a training course for converting statutory accounts from Word and Excel into iXBRL format using CCH iXBRL Review & Tag. The course, lasting up to 3 hours, targets users needing to tag accounts for submission to HMRC and Companies House. Key objectives include understanding iXBRL requirements, importing documents, applying tags, and the submission process. Prerequisites include familiarity with accounts and having credentials for HMRC and Companies House. Additional resources such as eLearning courses and webinars are also provided for further learning.
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CCH Accounts ProductionCCH IXBRL Review And Tag
CCH Accounts Production/iXBRL essentials training online (10133804)/(10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes 1 x 2 hour session and 1 x 3 hour session focusing on practical skills such as setting up accounting periods, importing trial balances, and navigating the software. It is designed for all employees involved in preparing statutory accounts. Training is conducted in an interactive environment called CloudShare, with additional resources available online for further learning and support.
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CCH Central
Data Solution Services
Wolters Kluwer offers tailored data solutions services to help businesses manage and optimize their databases. The services include data manipulation, verification, and consultancy based on specific client needs. Execution is handled by trained WK staff, ensuring system integrity and retaining intellectual property rights. Solutions address populating, updating, and deleting records across various software areas, such as clients, assignments, and job management. Clients are advised that downtime may be necessary during service delivery.
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CCH Central
Client Data Services Options: New Customers
This document outlines options for businesses transferring data to the CCH Central database. It details three methods: manual entry, self-import via spreadsheet, and the CCH Data Import and Migration services. Each method varies in complexity and support, with the latter two offering additional features and consultant assistance for data quality. The importance of data cleansing is emphasized, and it highlights potential additional charges for importing unbilled Work in Progress (WIP) and Debt. Customers are encouraged to consult their account manager for tailored solutions.
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CCH Accounts Production
CCH Accounts Production: Corporate Consultancy (10091213/10091214)
Tailored consultancy where agenda will be agreed with the customer.  ​ Examples may be knowledge sharing on specific topics within the product; complex notes; charity accounts; LLP; LP structures; Group or other complex Accounts. 
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CCH Accounts ProductionTraining and Consultancy
CCH Accounts Production Corporate: Refresher (10134647/10134661)
A streamlined service for existing users who require a quick update or refresher on key processes within CCH Accounts Production. This service is ideal for those returning to CCH Accounts Production after a break or seeking to refresh their skills in line with current standards and software updates. 
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CCH Accounts ProductionTraining and Consultancy
CCH Accounts Production Corporate: Professional online (10134646)
An advanced programme for experienced users of CCH Accounts Production who wish to develop their expertise or update their knowledge. This service covers the latest updates, advanced functionalities, and troubleshooting techniques, helping users to stay current and maximise efficiency in their accounts production work. 
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CCH Accounts ProductionTraining and Consultancy
CCH Accounts Production Corporate: Practitioner (10134645/10134660)
A comprehensive onboarding programme for new users with little or no prior experience of accounts production software. This service covers accounts production for corporate entities, guiding users through CCH Central and CCH Accounts Production software. 
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CCH Accounts ProductionTraining and Consultancy
CCH Accounts Production Corporate: Comprehensive (10134644/10134649)
A comprehensive onboarding programme for new users with little or no prior experience of accounts production software. This service covers accounts production for corporate entities, guiding users through CCH Central and CCH Accounts Production software. 
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CCH Central
Compliance Data
The document outlines the functionality and support for compliance data migration across various CCH software modules, including Accounts Production, Personal Tax, Corporation Tax, Trusts, and Audit. It highlights the availability of import/export tools for self-migration and specifies that tailored migration services are offered for existing CCH users, but not for non-CCH data. Guidance links for data handling are provided. Additionally, it mentions that live migrations are typically conducted outside business hours to reduce user impact and notes the collaborative nature of data merging involving Wolters Kluwer and the customers.
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Training and Consultancy
CCH Software Technical Training Online
This document outlines training workshops designed to enhance the technical knowledge of IT teams managing the CCH Central Suite, an essential application for business operations. The workshops provide insights into the suite's structure, management best practices, and technical architecture. Topics covered include module breakdown, update processes, SQL database management, and backup strategies. The training is conducted remotely, ensuring no disruption to end users, and aims to empower technical teams with the skills necessary for effective suite management.
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Training and Consultancy
CCH iFirm: Dual Platform readiness consultancy
A specialised readiness service designed for our existing customers to carry out the technical prerequisites required on their server running CCH services to enable usage of CCH IFirm dual platform products once activated. This service does not include an update to CCH Central - if required a separate service is available, please contact your Account Manager to discuss.
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Training and Consultancy
CCH iFirm: Dual Platform full readiness service
Database analysis services ensure the CCH suite can function at optimal level  with analysis focusing on performance , data quality, quantity inc data history. ​ Rigorous consistency checks ensure your data remains accurate and trustworthy on the platform and validation processes prevent aims to prevent future errors.
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CCH Document Management
Transferring Documents into CCH Document Management (new customers)
Wolters Kluwer specializes in data migration and merging solutions, assisting clients with document extraction, importation, and exportation across various systems. Services include onboarding to CCH Document Management, migrating documents from approved platforms, merging multiple systems, and offboarding documents. The structured process involves thorough analysis and mapping to ensure seamless integration with minimal disruption. Key features include converting large volumes of documents quickly, maintaining data integrity, and providing consultancy support throughout the entire migration process. Please consult with account managers for specific needs and options available for non-listed systems.
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CCH Document Management
Transferring Documents into CCH Document Management (existing customers)
Wolters Kluwer specializes in data migration and merging services for document management systems. They offer comprehensive solutions, including document extraction, importation from network folders, and offboarding to structured locations. Services are provided to both new and existing customers, featuring a structured onboarding process for CCH Document Management and support for merging documents from various sources. The migration process involves multiple stages, ensuring minimal disruption to operations. Additionally, considerations for successful integration include prior configuration validation, proper mappings, and maintaining document integrity throughout the transition.
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Training and Consultancy
CCH SQL Database Analysis Consultancy
Database analysis services ensure the CCH suite can function at optimal level  with analysis focusing on performance , data quality, quantity inc data history. ​ Rigorous consistency checks ensure your data remains accurate and trustworthy on the platform and validation processes prevent aims to prevent future errors.
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Training and Consultancy
CCH SQL and Server Optimisation Consultancy Online
The document outlines the importance of optimal operation for CCH Central, focusing on 'Server and SQL optimisations' to enhance availability, performance, and reliability. It emphasizes the need for careful optimisation of Microsoft SQL Server to achieve best performance beyond the out-of-the-box functionality. A consultancy service is available for reviewing and configuring users' specific environments during maintenance windows, including a thorough assessment of current infrastructure and SQL configuration. The process includes initial reviews, actions for optimising configurations, conducting health checks, and planning future upgrades. A technical questionnaire must be completed before starting the optimisation process.
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Training and Consultancy
CCH Software System Health Check Consultancy Online
The CCH Central Suite offers a comprehensive application with various modules reliant on Microsoft technologies. Over time, system components may stray from Best Practice deployment methods. The System Health Check service provides a remote consultation to assess system deployment and offer a plan to align it with best practices. Key focus areas include reviewing infrastructure architecture, resource availability, and deployment methodologies, as well as outlining scope for changes, optimization, and future updates. A report detailing findings will be provided post-assessment for further planning.
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Training and Consultancy
CCH Backup Checkup Consultancy Online (Basic)
This document outlines a technical service session aimed at reviewing and verifying the backup solution for the CCH Suite, which utilizes Microsoft SQL for data storage. Key objectives include evaluating the current backup model, ensuring SQL backups are functioning, assessing backup frequency and methodology, testing backup schedules, and discussing backup retention and monitoring. The session is conducted remotely without impacting system availability, and participants are advised to complete a technical questionnaire in advance to facilitate effective planning and discussion.
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Training and Consultancy
CCH Backup Checkup Consultancy Online (Advanced)
This document outlines a technical service session for optimizing the backup solution of the CCH Suite, which uses Microsoft SQL to store data. It emphasizes the importance of ensuring data backups for business continuity and details the session content, including reviewing the current backup model, verifying SQL backups, testing schedules, and conducting restore tests. The session is remote and does not affect user availability. Participants are encouraged to complete a technical questionnaire to facilitate effective planning and discussion.
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Training and Consultancy
Pre-Service Questionnaire
This document instructs clients to complete a form prior to their installation or technical consultancy service with the company's consultants. It emphasizes the importance of providing specific details about the IT environment and allows for the inclusion of a colleague's information if they are the primary contact. The form covers questions about servers and relevant contacts, ensuring that all necessary details are collected for an effective service. Clients who have previously completed the technical questionnaire as advised by their Account Manager can also refer to that information.
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Training and Consultancy
CCH Document Database Split Service
This document outlines the management of large document databases within the CCH Central suite, focusing on performance and security enhancements through Microsoft SQL Server Filestream technology. Key benefits include faster backups, enhanced security, and flexible database growth. The service involves creating new databases for each year while retaining older ones, ensuring efficient data management. It also details the preparation and post-service steps, including user login requirements and backup procedures. The service is typically performed remotely, with options for minimizing downtime. An email summary and database status will be provided post-service.
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Training and Consultancy
CCH Database Restore Service Online
The document outlines the data restoration process for CCH Suite, which relies on Microsoft SQL. It emphasizes the importance of following strict protocols for database restoration to maintain system stability. The process requires SQL expertise and includes a consultancy session for those lacking in-house skills. Session content entails reviewing the current system state, verifying restore settings, restoring databases, and validating system operation. The remote session may affect system availability for users.
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Training and Consultancy
CCH Database Backup Service Online
The document outlines the data backup requirements for the CCH Suite, which relies on Microsoft SQL for data storage. Before commencing any work with CCH consultants, a structured backup process is mandatory to ensure system stability, requiring SQL knowledge and server expertise. The consultancy offers a remote session for performing backups and validating system settings, which includes reviewing current system status, confirming SQL backup configurations, executing relevant backups, and restoring operational status. This session may temporarily affect system availability for users.
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