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CCH Software User Documentation

Guidelines for Training and Consultancy



Guidelines for Training and Consultancy
How to get the most out of your software with onsite and online training and consultancy from our product specialists.


Onsite and online training will get you up and running with your software with best practice, hints and tips. A training session(s) is delivered to an agreed agenda, and is more about how to use the software.

Our training services provide you with:

  • Product training for your users
  • Interactive, practical courses following a set agenda
  • Exposure to product specialists
  • Flexible learning options 
  • CPD self-certification.

For details of all our training  courses, please click here.


Make the most of your software, from implementation to optimal usage with bespoke consultancy. A consultancy session(s) is delivered to an agenda, however, it is more about using a consultative approach to establish needs and to provide recommendations based on those needs.

Our consultancy services will provide you with:

  • Product consultancy on a specified Wolters Kluwer product
  • Dedicated time with an experienced consultant
  • Reduced wasted time with best practice tips
  • Detailed look at your processes and how you use the software
  • Recommendations on improvements and efficiencies.

For details of all our consultancy courses, please click here.

To purchase Training or Consultancy resource, please contact your Account Manager.

Expectations & Timings

Our courses consist of individual sessions which run for up to 3 hours each, unless otherwise stated. Some courses may consist of more than one session.

Morning sessions are generally scheduled to start at 09:30, and afternoon sessions at 13:30. However these timings can be flexible, and some courses may be split across separate days. Your consultant can discuss this with you in specific detail in advance. Time for questions is factored into the delivery of the session(s) and will be managed appropriately by the consultant, however implementation leads (or senior delegates) will be asked to help minimise disruption during delivery so that the agenda is completed.

To read important delegate information and pre-requisites for our online training courses please visit this page.

To read important delegate information and pre-requisites for our onsite courses please visit this page.   

To read guidance on joining a session please visit this page.


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