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CCH Software User Documentation

Non-standard Workflows

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Workflows can be edited, and you can even create your own bespoke workflows. Our Wolters Kluwer Professional Services consultants offer a range of services to help you with this. Please contact your Account Manager if you need any more information*.

"CCH Accelerate" customers

If you purchased either the "Practice Professional" or "Compliance Professional" products, a 3 hour online session is included as part of the services package. During this session, one of our consultants will get you set up with a workflow of your choice from the catalogue of 12 standard workflow templates.

If you wish to make any amendments/additions to the standard workflow templates after this, we would strongly advise that you take advantage of the services offered by our professional services consultants.

Consultancy services

We offer the following consultancy to support you should you require any amendments to the standard CCH Central Workflow templates, or assistance reviewing them in line with your own business processes.

 

3 hour online session*

 

CCH Workflow: catalogue template implementation

Typically, this will allow enough time to implement one workflow, however depending on the environment, more time may be required.

 

6 hour onsite session*

(or two 3 hour online sessions)

 

CCH Workflow: catalogue template implementation and training

Typically, this will allow enough time to implement one workflow, and ensure you are conversant with the process so you will be able to carry out further implementations subsequently.

 

6 hour onsite session*

(or two 3 hour online sessions)

 

CCH Workflow: configuration and deployment consultancy

Custom workflow consultancy

Our consultant will work with you to edit/modify a standard workflow(s) or create a new workflow(s) to suit your requirements.

*Note: these are chargeable services. Click here to request more information

 

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