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CCH Software User Documentation

CCH Accounts Production: Implementation Consultancy - Corporate




The purpose of these two onsite and online sessions is to provide you with a detailed look at the software and provide you with enough knowledge to be able to make decisions regarding the setup of the software and options within it.  
Guidance will be provided by your consultant from this initial session, your team will be required to continue to discuss and document further ahead of any end user training.  
Your consultant will discuss the course contents below, ahead of your session and help identify which representatives will be required across the discussion points and decision making. 

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

Course Contents

Session one Session Two


CCH Central Setup

  • CCH Product Connectivity
  • Corporate structure set-up
  • Your team and responsibilities
  • Procedures and controls
  • Setting up users
  • Setting and applying security groups and permissions to users
  • The process of importing  / creating  clients and contacts
  • The process of applying associations to clients 
  • The process of attaching addresses to clients
  • The process of merging  contacts / addresses

CCH Accounts Production Setup

  • The accounts data migration process to be put in place
  • Mapping from 3rd party software 
  • Importing data if mapping is advanced enough at this stage

Summary of session

CCH Accounts Production Setup

Queries from previous session

  • Continuation of accounts data migration process /mapping / testing
  • System set up of CCH Accounts Production
  • Master packs
    • creation
    • differences
    • publishing
  • Overview of the global change process
  • Identification of master customisation, if required
  • Practice theme and styles
  • Process for iXBRL Review and Tag, if applicable
  • Training programme
  • Online resources

Summary of session

Consultancy Outcomes

By the end of the session you and your consultant will have defined a project plan, if required, and agreed the actions to be completed by all relevant parties. You will be directed to supporting collateral and eLearning in readiness for the next stages of your  project.


Attendees should adhere to the Training session Guidelines.

Depending on how you currently prepare your statutory accounts it may be necessary to create a mapping file and this can be started by yourselves prior to the meeting.

Who is this course designed for?

Statutory accounts preparers - This will depend upon the structure of your accounting team /number of Accounts Production users. 
Those responsible for overseeing the output the of the accounts.
Representative from the preparers of the accounts able to answer any questions that may arise and to steer the project as necessary.

It is a good idea to have an IT representative on standby or join at the beginning of the session. 
We will require access to your live system during this consultancy session.
The involvement of the IT department is crucial to installation, support, and any 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.


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



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