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CCH Software User Documentation

Twinfield Consultancy



These sessions provide an opportunity to review your processes and policies with the guidance of our experienced consultants.

Information!  The course content is applicable for both Twinfield Partners and Twinfield Subscribers


Our bespoke consultancy involves working together with our customers to meet their specific requirements for Twinfield. During the session we will work together to increase efficiencies, with a best practice approach which will have been discussed during our intake call or via email. This consultancy is designed to run online or onsite over two sessions up to 3 hours each.

Key Objectives

  • To investigate  and review relevant processes.
  • To advise on the best use of the functionality and best practice.
  • Assist with any revision of firm's standard processes.
  • Example Consultancy Contents

Agenda Session One & Two

  • Reporting
  • Report Design
  • Bespoke VAT Reporting
  • Intercompany
  • Reconciliations
    • Bank
    • VAT
    • Debtors
    • Creditors
  • Importing


All attendees should have a good understanding of double entry bookkeeping and have access rights to user role level 1.

Note:   Please note the consultancy contents above are examples only. Your consultant will contact you to agree an agenda for your requirements. 

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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