CCH Axcess Practice Setup eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
2 hours for CPAs |
This course content focuses on a group of important options and features you must set up for the program to function properly. In this interactive eLearning course, you will learn the key items of CCH Axcess Practice necessary for you to set up the program. While there are many other important options and features in the program, this course focuses on some of the most basic functions of the program. You will also learn how to enter time, create a client invoice, and enter a client payment.
This course is excluded from all subscription packages.
Publication Date: June 2022
Designed For
Staff members new to or migrating to CCH Axcess Practice who are responsible for setting up the program.
Learning Objectives
- Choose administrative level Practice settings, including A/R and billing settings
- Understand and set-up various Practice lists
- Create the organization's service code structure
- Evaluate and establish Practice security rights for staff members
- Review Practice considerations in the client and staff profiles
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
None
Advance Preparation
None
