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CCH Software User Documentation

Assignment

An assignment is one of the various types of professional services that you offer clients. An assignment also includes the internal work carried out in by the practice in support of those services. An assignment is a way of segmenting the work the practice does — like a folder you use to keep track of the work you do for a client in a particular area.

An Assignment may involve these or other services:

  • Compliance
  • Tax

  • Accounting

  • Financial Planning

You can also set up a standard set of assignments which you can use for each client when they ask for your services. In setting up standard assignments, you save time and ensure consistency in the workflow of the practice and estimation of the costs involved. These standard sets of assignments are called Assignment Templates.

More information on Assignments can be found in the Central module.

 

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