CCH Trust Accounts: Consultancy

Overview

This course will involve understanding your business requirements around CCH Trust Accounts. The sessions provide 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 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 course consists of two onsite or online sessions. Each session will last up to 3 hours.

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

Example Consultancy Contents

Session One

Employees and task permissions
Trust Accounts User set up
Creating Notes to the Accounts
Master chart and nominal code maintenance
Securities Database maintenance
Multi funds and linking for the tax return
Using Divisions
Using Autoload
Using Complex Capital Events

Session Two

Database upgrade C-tree to SQL
Third party data conversions
Data base merging
Data security and archiving
Customised fields and reporting
Importing data
Using Special Programs for importing

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 attendees should have a good understanding of CCH Central
All attendees should have a good understanding of CCH Trust Accounts.
All attendees should have a good understanding of Trust accounting.
Access to the latest version of CCH Central.

Note: For other Trust Accounts courses and consultancy please click here.

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