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CCH Software User Documentation

Accessing Open Integration (with finsit)

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How to access 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

Please note: the status shows connections made to the available data sources


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