Compliance Data

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Compliance modules include Accounts Production, Personal Tax, Corporation Tax, Trusts, Audit, tools are available from each module to accommodate self migration of compliance data. Compliance data import services are available for customers transitioning from existing CCH modules, but no migration tools exist for non-CCH compliance data.

Compliance Data

Each compliance module includes functionality to export and import data specific to that module. Preparation considerations and guidance can be accessed through the following links:

CCH Accounts Production: Import/Export Definition - CCH Software User Documentation

CCH Personal Tax: Exporting/Importing CCH Personal Tax data - CCH Software User Documentation

CCH Corporation Tax : Import, Export and Travelling Clients - CCH Software User Documentation

CCH Audit Automation: Moving Client Data - CCH Software User Documentation

Customers who want Wolters Kluwer consultants to handle their compliance migrations will need a scope and analysis of the work. Live migration of compliance data typically occurs outside of normal business hours to minimise user impact, and may span multiple sessions depending on the amount of data involved.

It is typical for customers merging various data types, such as standing, WIP, debt, document management, and compliance, to have the delivery of the live merge divided among responsible teams. Wolters Kluwer handles the standing, practice management, and document management, while customers manage the compliance data themselves.

Please contact your account manager for further details. The available options will be reviewed during the analysis and scoping phase.