Accessing Open Integration (with finsit)

Open Integration is an integral part of CCH OneClick. In order to access Open Integration, you must have an activated CCH OneClick account. Please speak to your administrator for your CCH OneClick credentials.

On the CCH OneClick Dashboard click on the tile Open Integration and finsit


 

The list is populated from CCH Central. The team security settings are respected, so employees only see clients they are allowed to access within CCH Central