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CCH Software User Documentation

Set up a Partner

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How to set up a Partner with CCH Central

The partners of the practice must be added as an employee in CCH Central.

  1. On the main menu click File > Maintenance > Internal > Partner.
  2. On the Partners window, click the blank Employee field.
  3. Click the drop down arrow Buttom - drop down arrow.PNG to select a partner from the drop down list.
  4. Press [Enter].
  5. To add additional partners, repeat steps 2 to 4.
  6. When you have finished, click Buttom OK.PNG to save the changes and close the Partners window.

Central - Maintenance - Internal - Partners.PNG

 

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