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CCH Software User Documentation

CCH Audit Automation: Advanced Consultancy on site

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These two onsite sessions will involve understanding your business requirements around CCH Audit Automation. The sessions provide an opportunity to review your processes and policies with the guidance of our experienced consultants.

Overview

The single practical interactive onsite session will involve understanding your business requirements around CCH Audit Automation. 
The session provides an opportunity to review your processes and policies with the guidance of our experienced consultants. 
Our consultancy provides knowledge to enable decisions regarding key features and functions. 
The participants must have a clear understanding of their business's requirements and policies in these areas. 

The example contents below provide a range of choice and will be discussed in more detail with your account manager.  
Prior to the consultancy, your consultant will arrange a pre-call with you to determine whether the contents will be covered in full or an agreed selection of content to the appropriate level in the time available.  
Depending on your chosen content, the consultancy may extend to implementing the features fully, or train the participants to carry out these configurations themselves. 
Your consultant will follow up with an agreed agenda. 

 

Course Duration: This session will last up to 6 hours.

These two onsite sessions will involve understanding your business requirements around CCH Audit Automation. The sessions provide an opportunity to review your processes and policies with the guidance of our experienced consultants.

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

Course Contents

  • Master Pack Administration
  • Master Pack Editing
  • Import of Trial Balance from 3rd Party accounts systems
  • Reporting across audit files via CCH Central
  • Full Risk Model & Sample size functionality
  • Data Security using CCH central
  • Course exercises - working through these to consolidate product knowledge

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

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All participants should have a good understanding of CCH Audit Automation. They should also have a good understanding of Auditing. Need access to your system and up to date version software.

Who is this course designed for?

CCH Audit Automation users who wish to implement the more advanced features 

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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