Client Management

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Creating a New Client
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Opening an Existing Client
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CCH Corporation Tax client files can be found and accessed using: Central search or CCH Corporation Tax homepage control.
Homepage controls
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This section explains how to create and use the two default homepage controls that are available in CCH Corporation Tax.
Import, Export and Travelling Clients
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Import, export and Travelling Clients
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This section explains the various options to take client records from the main database to use off site.