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CCH Software User Documentation

Solutions Consultancy online

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This consultancy is suitable for existing CCH Central users who are responsible for the configuration, setting up and maintaining of the Central database. It is also designed to provide discussions around the impact on the Practice's procedures and how to maximize the use of CCH Central for the firm's benefit. The consultant will provide potential solutions for your business needs. Online over two sessions lasting up to 3 hours each.

Overview

The consultancy is designed to provide discussions around the impact on the Practice's procedures and how to maximize the use of CCH Central for the firm's benefit. This is a practical interactive consultancy designed to run online over two sessions lasting up to 3 hours each.

Key objectives 

  • To analyse, investigate and evaluate the products and the data to find the best solution  
  • To answer accurately deep technical questions with regard to integration with CCH Central
  • Provide assistance with utilising our API's
  • Provide solution specifications for bespoke data services work
  • Provide a report of potential solutions
  • Quoting the number of consultancy days to deliver the solution
  • Advising of potential accelerated development work.

Course contents

Session details
  • Analyse, investigate and evaluate the products  
  • Analyse, investigate and evaluate the data  
  • Answer accurately deep technical questions with regard to integration with CCH Central
  • Assistance with utilising our API's
  • Provide solution specifications for bespoke data services work
  • Reporting of potential solutions
  • Quote consultancy days required or confirm accelerated development work.

Pre-requisites

Delivery of this work will be reliant on collaboration between customer teams or representatives and resource from Wolters Kluwer Tax & Accounting.

Note: This is a practical interactive consultancy designed to run online over two sessions lasting up to 3 hours each. 

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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