Pre-requisites - finsit

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This section looks to provide you will all the resources and information that you need to get started with finsit.

CCH OneClick – System Administrators

In order to access finsit you must add finsit and Open Integration roles to all employees that require access.

Finsit Application Access
Finsit Delete
Open Integration Basic user

For more information, refer to the CCH OneClick Practice Activation and Client setup guide

Non-CCH OneClick – System Administrators

In order to access finsit you must have an activated CCH OneClick account. Please contact your administrator for your CCH OneClick credentials

New to Open Integration

If you are new to Open Integration, please refer to the CCH OneClick Open Integration connecting to a data source and finsit

For your clients:

We’ve included a Finsit Guide for Clients (.docx) for you to edit and send to your clients, illustrating the benefits of them collaborating with you in this way. Simply enter your logo and then save it as a PDF before sending. (If the document opens in protected mode, please select View > Document)