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CCH Software User Documentation

Add a New Partnership

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  1. Open the Partnership section.
  2. Just above Partnership Name click the hyperlink Click here to add a new partnership.
  3. The Setup new business for this partnership wizard appears.
  4. Follow the instructions within the wizard. You will need to click Finish to create the partnership.
  5. The new partnership appears under Partnership Name.
  6. Double-click the name of the partnership to edit it further. The Details tab appears.




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