Skip to main content
CCH Software User Documentation

File

Product Help Banner.png

 

Topics
  • This option allows for the electronic import of client records into the application thus avoiding the need for the data to be re-created.
  • This option allows for the electronic import of transactions into the application thus avoiding the need for the data to be re-entered.
  • This option allows for the electronic export of client records into the application thus avoiding the need for the data to be re-created.

 

 

  • Was this article helpful?