Skip to main content
CCH Software User Documentation

CCH Trust Accounts: CCH Accounts Production Formatter Consultancy




These Four onsite / online  consultancy sessions  will provide champions with an in-depth understanding of the Format Designer for CCH Trust Accounts using the CCH Accounts Production Formatter. 
It will include assistance in writing the format changes for the practice.

The third and fourth sessions can be used as follow up sessions

 The CCH Consultant will work with the champions  to advise and oversee the format changes made.

Key Objectives

  • To use the Format Designer for CCH Trust Accounts
  • To create Practice Masters, using a Practice version of the trust master pack and changing the master accounts pages in the Practice version
  • To apply the format changes to a test client. This will include the new master pack being applied to each client and then publishing the master pack.

Course Contents

Session one Session two
  • Continuing to develop the practice formats following the CCH Trust Accounts: Practice Formats course.
  • Creating new formats using the Format Designer
  • Using the Statutory Database to provide client specific content
  • Working with Collections
  • Using notes and cross referencing
  • Setting Investment Schedule profiles
  • Continuing from session one to create new practice formats using the Format Designer
  • Setting up the contents page
  • Adding practice formats at a master level
  • Adding practice specific paragraphs at a master level
  • Applying Styles and Themes if required
  • Testing the new practice version of the master pack
  • Publishing the practice master pack


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central.

All attendees should have a good understanding CCH Trusts Accounts.

All attendees should have a good understanding  trust accounting,

All attendees should have a good understanding  CCH Accounts Production Formatter

All attendees should have a good understanding  of spreadsheet type formulae.

 All users should have completed the Data Entry and CCH Accounts Production Formatter training.

Who is this course designed for?

New and existing users of CCH Trust Accounts, and anyone responsible for the presentation of Trust Accounts where more time is required assisting in the writing of the formats. 


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?