Skip to main content
CCH Software User Documentation

CCH Accounts Production: Implementation Consultancy - Practice (inc. Set-Up)




The course provides an opportunity to review your processes and policies with the guidance of our experienced consultants. 
Changing your business systems involves an in depth assessment and our consultancy provides a detailed look at the software.

Course Duration: This course is two sessions. Each session will last up to 3 hours.

Key Objectives

  • Provide knowledge to enable decisions regarding setup and deployment of your new system
  • Provide the firm with a detailed look at the software
  • Provide you with enough knowledge to be able to make decisions regarding the setup of the software and options within it
  • Provide discussion around the impact on the firms existing policies and workflow
  • Document procedures to be communicated to the rest of the business

Your consultant will discuss the agenda, below, ahead of your session and help to identify which representatives will be required across the discussion points and decision making. For your business  it may not be necessary for each attendee to be present throughout the whole session, but it is beneficial that they are at the start of the session to contribute to the discussion on your current systems and where there will be an impact on daily working lives of the areas they represent.


Session one Session Two

CCH Accounts Production setup and processes

  • Introductions
  • CCH product connectivity
  • Your team, responsibilities, procedures and controls
  • Security groups and permissions
  • The process for:
    • Client and contact creation and maintenance
    • Address maintenance 
  • Accounts data migration and import processes
    • Mapping data from 3rd party software to CCH Accounts Production
    • Importing a TB and reconciliation of mapping, this process may be an action for you to continue depending upon the complexity of the task 
  • Actions for next session

CCH Accounts Production setup and processes

  • Questions arising from first session
  • Entities in use and System set up of CCH Accounts Production
  • Concept of master packs and overview of global change process
    • for example:
      • Practice theme and styles
      • Images
  • CCH iXBRL Review and Tag - credentials and responsibilities
  • Financial Statements Collections - responsibilities and maintenance
  • Training programme
  • Further information, Support registration and Wolters Kluwer Support Portal
  • Actions from this meeting

Consultancy Outcomes

At the end of these sessions your consultant will share with you the record made of the meeting, agreed the actions to be completed by all relevant parties and agreed upon the training plan. You will be directed to full supporting collateral and eLearning in readiness for the next stages of your  project.


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of accounts production and their existing production procedures and processes.

Who is this course designed for?

Representative with business decision making responsibilitiesSupport for CCH Accounts Production and the decision makers is critical to a successful implementation. They are responsible for communicating the commitment of the roll-out of the software to the employees and the benefits to their clients.

Representative at a more detailed level who will oversee implementation - Managers or seniors involved must have a good understanding of the firm’s current accounts production processes. They will provide guidance to other users on policies and production procedures.

Personal Assistants\Administration - this group often have a detailed knowledge of the firms existing procedures and can have a valuable input to the process. Ultimately they can be heavily impacted by the implementation of an accounts production system and therefore it is important to gather their feedback and input. Consider a Champion(s) to represent this group.

Other - Representatives from all teams from the organisation should be present in the consultancy to ensure all areas affected by the implementation have input and the different processes adopted by each area can be addressed.

Note: The involvement of the IT department will be crucial to installation, support, and amendments of business recovery procedures. IT will not be required once installation has taken place and all technical considerations have been addressed with our specialised consultants. We will require access to your live system during the consultancy session.

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from



  • Was this article helpful?