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CCH Software User Documentation

Get Started

This section provides all the resources and information you need to get started with Messages & Documents.

Messages & Documents will be available to your clients once you have activated their workspace.

Please refer to the Quick Start Guide which includes instructions for Messages & Documents and Digital Data Request that you can send to your clients.

The CCH OneClick – Practice Messages & Documents guide will provide you with instructions on how to use the Messages & Documents functionality for your practice.

 

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