Topic results Practice Activation

CCH OneClick
Pre-activation
This document provides a step-by-step guide on preparing the CCH Central database for the implementation and activation of CCH OneClick. Key actions include completing a pre-activation checklist, installing the software, activating practice settings, and connecting to the CCH Central database. Essential database preparations are outlined, focusing on client email addresses, associations, team responsibilities, employee details, and engagement terms. The document also offers support options for transitioning to digital practices and highlights the importance of individual email addresses for multi-factor authentication.
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CCH OneClick
Practice Activation
The document outlines the activation process for CCH OneClick, detailing steps for workspace creation, administrator setup, payment processing, and user activation for employees. It emphasizes the importance of separate email addresses for administrators and users, and provides guidance for domain name customization and linking to CCH Central. The document also describes user permissions management, multiple roles available for different functionalities, and how to modify email templates for client communication. Finally, it includes instructions for managing user permissions within the CCH OneClick permissions admin interface.
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