Topic results Glossary

Onboarding
Customer Onboarding Glossary
The document serves as a comprehensive guide to the features and functionalities of the CCH software suite, covering its various modules like Accounts Production, Audit Automation, and Personal Tax, among others. It details specific functionalities such as error management, document handling, taxation processes, and user interface elements. Additionally, it outlines support tools, user roles, and technical specifications essential for optimal software use. The content is organized into sections addressing specific areas for easy navigation, aiming to enhance user experience and operational efficiency within accounting practices.
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Onboarding
Onboarding Resources
This document provides essential terminology related to Wolters Kluwer Professional Services, offering links to various glossaries tailored for customer onboarding, technical services, and data services for both new and existing customers. It also includes a specific glossary for CCH iFirm, facilitating a better understanding of the terms used across their services.
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CCH IFirm Organisation Management
CCH iFirm: Glossary of terms
This document provides a glossary of key terms related to CCH iFirm, detailing essential concepts for users. It includes definitions for terms such as HMRC (Her Majesty's Revenue & Customs), Member (collaborators within a business), MTDfITSA (Making Tax Digital for Income Tax Self Assessment), NINO (National Insurance Number), Organisation (the firm managing the CCH iFirm subscription), and SA (Self Assessment). Additionally, it explains the Wolters Kluwer Account, which serves as a unified login for their online services.
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CCH Central
Glossary
This document provides a glossary of terms related to data conversions, specifically for the CCH Central database. It defines key concepts such as "existing system," "data conversion process," "test conversion," and "data cleansing." The glossary explains essential terms and procedures involved in data management and conversion, including data types (e.g., static data, open debtors), tools (e.g., contact import wizard), and processes (e.g., live conversion, database merge/demerge). It serves as a reference for users navigating the data conversion process.
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