CCH Axcess Workstream Type and Template Setup - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
2 hours for CPAs |
This course focuses on helping set up your workflow for a single service.
In this interactive eLearning course, you identify features on a Project Type and Template that conforms to your workflow. Once the Template is created, you will learn how to use that Template to create projects for your clients.
This course is excluded from all subscription packages.
Publication Date: June 2022
Designed For
Administrators and Practice Champion Team members new to CCH Axcess Workstream.
Learning Objectives
- Define firm workflow for a single service
- dentify how to best configure the program to track that service
- Create one project type and one project template
- Learn how to create projects.
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
None
Advance Preparation
None
