Skip to main content
CCH Software User Documentation

Using the New Client Wizard

Product Help Banner.png


The New Client Wizard is covered within CCH Central. More details can be found here.

In CCH Practice Management an additional tab is displayed when creating a client. Step 7 - Defaults contains information regarding credit terms, account status etc. Information entered here can be found on the Defaults tab of the client record.


  • Was this article helpful?