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CCH Software User Documentation

CCH Company Secretarial Training



Training agenda for CCH Company Secretarial training.


Efficiently manage your client’s statutory requirements. A comprehensive cloud solution for managing all your company secretarial requirements.

The session will cover:

  • An overview of the software and introduction to simple tasks
  • Hands on interactive session, with guidance to the users to do their own tasks.

Course Duration: The session will last up to 3 hours.


Key Objectives

  • To provide a general overview and required changes of the Company Secretarial database 
  • To provide an understanding of principles of how the software works
  • To understand how to use the key features and functions 

Course Contents

  • Menus, lists, viewing,
  • List of people and list of shares
  • Comparing with Company House
  • Registers and Data sheet
  • Deadlines and list according to type of deadline
  • Registered Office List
  • Company Formations
  • Staff set up and adding people and staff
  • Adding missing staff and settings
  • Staff activity report
  • Understanding how to upload a company
  • Working with a Test Company
  • Adding directors and shareholders
  • Resolve duplicate people
  • Change of address/Accounting Date for E-Filing
  • Dealing with share transfers and allotments
  • Share Centre - walkthrough the transfers
  • Followed by form SH01 and minutes
  • Filling centre E-Filing
  • Buyouts/ setup of classes
  • PSCs automation and manual additions
  • Automation based on inputted shares
  • PSCs Register
  • CS01 and checklists and submission
  • Dividends and vouchers and minutes


Before trainining  can take place there must be a created Company Secretarial database.

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of the company secretarial process and  CCH Central.

Who is this course designed for?

CCH Users /employees who need to understand the entire company secretarial process as quick and efficient as possible – from preparing and filing confirmation statements to resignations and new appointments.

Note:  This online course is delivered in a single session lasting up to 3 hours. 

Information:  Wolters Kluwer will contact you soon after the completion of the CCH Company Secretarial training to discuss and walk-through the synchcronisation options.


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