Skip to main content
CCH Software User Documentation

Get Started

This section provides all the resources and information you need to get started with i-Serve. i-Serve is an integral part of CCH OneClick. In order to login to access i-Serve you must have an activated CCH OneClick account. Please contact your administrator for your CCH OneClick credentials.

To launch i-Serve click on the i-Serve tile.

iserve1.png
i-Serve provides you with a range of information that you can review and send on to your clients, where you see a specific benefit to their business. 

basecone_btn.png     twinfield_btn.png     payescape_btn.png     CCH_GDPR_btn.png
For example, click on Twinfield

iserve2.png
See what our customers are saying, click on Testimonials to view comments.

iserve3.png
The Toolkit provides access to a Twinfield factsheet.

iserve4.png
The Toolkit provides access to client-facing collateral that you can amend or send straight through to selected clients.

iserve5.png

 

  • Was this article helpful?