Skip to main content
CCH Software User Documentation

CCH Workflow: configuration and deployment consultancy




During the course our consultant will work with you to discuss and analyse your business processes, and edit/modify a standard workflow(s) or create a new workflow(s) to reflect these processes. 

Working with your practice manager, departmental partner or senior specialist, our consultant will discuss your workflow requirements and review any documented processes.

They will then work with you to edit/modify a standard workflow or create a new workflow to suit your requirements. 

They will also make the necessary configuration changes to CCH Central as required by the workflow.

They will then work through what is required to implement the workflow in your practice, considering the needs of the various end users of the workflow.

The course contents are indicative of what we would be likely to cover, however, a better idea of the precise contents will be discussed once your requirements are known, usually established during a call with the consultant, prior to the day.

Course Duration: This course consists of two onsite or online sessions. Each session will last up to 3 hours.

Key Objectives

At the end of this session, you will have:

  • Reviewed your CCH Central workflow requirements
  • A workflow or workflows set up and running
  • Created a plan for deployment of the workflow(s)

Course Contents


  • Discuss workflow requirements and review identified business process


  • Modify existing standard workflow templates
  • Create new workflow templates
  • Create workflow task steps
  • Create workflow automation steps
  • Set up automation to start workflows
  • Set up associations between workflows and assignments, document templates or tax returns
  • Set up appropriate security for CCH Central Workflow


  • Configure your system to display workflows using the appropriate tools
  • Plan any end user training sessions



Attendees should adhere to the Training session Guidelines.

A business process for implementing into workflow should be established and where possible documented by yourselves prior to the consultancy.

Who is this course designed for?

Practice managers

Departmental partners

Senior specialists who will be responsible for developing and deploying workflows within CCH Central for the practice

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?