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.