Skip to main content
CCH Software User Documentation

CCH Accounts Production: Consultancy




Our bespoke consultancy involves working together with our customers to meet their specific requirements for CCH Accounts Production. During the session we will work together to increase efficiencies, which will have been discussed in a pre-call with your assigned consultant. 

Course Duration: This consultancy is designed to run onsite or online over two sessions and may include some or all of the contents to the appropriate level in the time available. Each session will last up to 3 hours.

Key Objectives

  • To investigate your needs, wants and future expectations
  • To review relevant processes 
  • To advise on the best use of the functionality
  • Assist with any revision of firm's standard processes

Example Consultancy Contents

Session One

  • Creating Master/Practice Packs
  • Standardising nominal codes 
  • Setting up Master Paragraphs
  • Review CCH Master Formats
  • Using Format Designer

Session Two

  • Populating  Statutory Database paragraphs with formulas
  • Formatting
  • Importing transactions
  • Using Dimensions for branch accounts
  • Employees and task permissions

Note: Please note the consultancy contents above are examples only. Your consultant will contact you to agree an agenda for your requirements. 


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central.

All attendees should also have a good understanding of accounts production

Access to  up to date version of software.

Who is this course designed for?

Partners and Managers who wish to implement the risk management and efficiency features of CCH Accounts Production. 


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?