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Seminar: CCH OneClick and CCH Central

Apr 02, 2020 - Oct 01, 2020
Seminar: CCH OneClick and CCH Central

Time Thu Apr 02 2020 at 09:00 am to Thu Oct 01 2020 at 04:00 pm

Wolters Kluwer - Kingston Office, Wolters Kluwer House, Kingston upon Thames, United Kingdom

GBP 300
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Seminar CCH OneClick and CCH Central Seminar: CCH OneClick and CCH Central
Join our experts to learn how CCH OneClick works with CCH Central to drive greater efficiency and collaboration for you and your clients

About this Event


Are you making the most of CCH OneClick and its interfaces to CCH Central?

Join this 1-day seminar to see a full demonstration of how CCH OneClick works together with CCH Central. Building on feedback from client training sessions, with input from the Customer Success team, this one-day live seminar will focus on the lessons learned and help you to apply these common scenarios to your own firm.


Course content
  • Database configuration – To maximise the features of an integrated CCH software suite you need to ensure your system is configured correctly – we’ll show you how.
  • Use of Client Teams – Effective Client engagement is key to your firm’s success. The smart use of Client Teams helps with this – we’ll give advice on creating and maintaining your teams, using Responsibilities, and dealing with staff changes.
  • Client activation – Learn how to tweak your system to help make the Client sign-up experience as smooth as possible.
  • Sharing data – We’ll show you the best shortcuts to effective sharing of messages and documents with your Clients, from all the different areas of the CCH software suite.
  • Features for Tax Teams – Using the Digital Tax Account and Digital Data Request can help streamline your Tax Team’s processes – we’ll share best practice tips.
  • The Client Experience – To effectively support your Clients’ use of CCH OneClick you need to understand things from their point of view – we’ll show you everything from the Client angle.
  • Features for Accounts Teams – Open Integration and VAT Filing are both features that can drive efficiency for your Accounts Team – this is an opportunity to learn how to get the best from these features.

Your presenters will be Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise with real-world experience of accounting and tax. During this seminar you will have the opportunity to ask questions and to discuss the best practice examples in the context of your own practice.


Who should attend?

This seminar is designed for the users of CCH OneClick, partners and administrators who are involved in planning, or responsible for implementing, their practice’s CCH Central Suite, as well as members of the practice development team.


Unable to make these dates or locations?

Email our Professional Services team to discuss on-site training options or suggestions for future events and locations.



Also check out other Workshops in Kingston upon Thames.

Tickets

Tickets for Seminar: CCH OneClick and CCH Central can be booked here.

Ticket Information Ticket Price
General Admission GBP 300
Hosted by
About The Host: Welcome to Wolters Kluwer – a global leader in online knowledge, software and specialist services
Website Link: http://www.wolterskluwer.co.uk
Nearby Hotels Wolters Kluwer - Kingston Office, Wolters Kluwer House, Kingston upon Thames, United Kingdom
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Event Information

Date & Time

Thu Apr 02 2020 at 09:00 am to Thu Oct 01 2020 at 04:00 pm

Location

Wolters Kluwer - Kingston Office, Wolters Kluwer House, Kingston upon Thames, United Kingdom

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