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CCH Software User Documentation

Practice Activation

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Activate CCH OneClick for your practice. Read through these steps to get your practice up and running
  1. After installation is complete, your designated CCH OneClick administrator should activate your practice's workspace here or use the CCH OneClick button on the ribbon bar in CCH Central to begin the activation process for your practice.
  2. At the end of this process, you will be guided within CCH OneClick to the Connect CCH Central data tile. This will create a link between your CCH Central database and CCH OneClick.
  3. Finally, return to CCH Central to customise your CCH OneClick workspace and activate your employees and clients.

See the full step by step Practice Activation flow from start to finish here..

View our Practice Activation and Client setup guide for further instructions.



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