Topic results Existing Customers

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
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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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 Central
Merge Data Services : Existing Customers
This document outlines data merging services for customers integrating data from various sources into their CCH systems, particularly after acquisitions or office consolidations. It emphasizes the importance of careful planning and the support provided by project managers throughout the integration process. Key services include training for new users, analysis and scoping sessions, and options for transferring various types of data, including work-in-progress (WIP) and debt balances. A guidance document and checklist are available to aid in this complex process, which significantly affects both systems and organizational culture.
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CCH Practice Management
FAQs - Practice Management Conversions
The document addresses frequently asked questions about practice management conversions, including the limitations regarding the conversion of customised reports, billing templates, and workflows from third-party software. It outlines options for reporting and workflow templates provided during implementation, discusses the possibility and costs for live data conversion outside regular hours, and emphasizes secure data exchange protocols. It also recommends dedicating a team familiar with the data for the project while noting that advanced Excel skills are not necessary, just familiarity with the client's data.
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CCH Central
Demerge Data Services: Existing Customers (10127231)
This document outlines the demerger data services offered by a consultancy, focusing on the separation of business data into distinct entities without compromising data integrity. The services include identifying key data sets, creating migration plans, and offering post-separation support and training. A comprehensive analysis and scoping exercise is mandatory to tailor solutions effectively. The service culminates in establishing a new CCH Central database, while original data remains intact until removal is requested. Additional support is specified for CCH OneClick customers during the transition.
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CCH Central
Central Merge Implementation Consultancy (10127230)
Wolters Kluwer emphasizes the importance of early consultancy in data merge projects to ensure successful transitions. Engaging consultants allows for thorough planning, tailored mapping structures, and proactive issue resolution, minimizing delivery disruptions. The service benefits current customers by enhancing data readiness and facilitating informed decision-making during mergers. With two scheduled sessions, consultants assist in data extraction and preparation, guiding teams through the integration process for seamless operation and data integrity. This strategic approach ensures aligned stakeholder expectations and streamlined migration to new systems.
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CCH Central
CCH Database Optimisation - Audit Trail (10102644)
This document outlines a consultancy service for optimizing CCH Central databases, specifically targeting the reduction of the audit trail. It emphasizes the importance of archiving audit trail data to enhance database performance and is tailored for technical infrastructure personnel to be conducted outside business hours to minimize disruption. The process involves an initial consultation to assess business needs, followed by a data archiving and subsequent database compression stage. Users must be excluded during execution, and potential downtime should be considered. For inquiries, users are invited to contact their Account Manager or submit a data questionnaire.
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