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CCH Software User Documentation

CCH Central: Project Initiation Consultancy



This consultancy is suitable for key stakeholders with decision-making responsibilities on the implementation. Online session with time to create the report to support your project.


Our bespoke consultancy involves working together with our customers to discuss their specific requirements for the set-up and rollout of their solution. During the session we will work through a series of questions designed to give us clarity on your data, your requirements for set-up, your business processes and your aspirations for the solution.

Information gathered at this stage allows us to help you get the most out of the software and it lays the foundation for how we approach your implementation.

Key objectives 

  • To answer key questions about the implementation pertinent to products purchased

  • To investigate your needs, wants and future expectations

  • To review relevant processes at high level

Course contents

Session Agenda

Summary overview of products purchased with questions covering:

  • Technical
  • Data & Security
  • CCH Central
  • Licences
  • CCH Practice Management
  • Compliance - CCH Accounts Production, CCH Personal Tax, CCH Corporation Tax
  • CCH Trust Accounts
  • CCH Document Management
  • CCH OneClick
  • Reporting & Job Tracking
  • Best Practice



Note: Please note the consultancy contents above are examples only. Your consultant will contact you to agree an agenda for your requirements.  This session is does not cover mapping out the project in full or any in-depth functionality within the product.  Project schedules will be discussed in the Project Launch meeting and subsequent project catch ups.  Specific agendas will be followed for each of the product implementation consultancy sessions and any training.

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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