CCH Document Management enables you to digitally store, share and manage information, no matter where it comes from. Watch this webinar with Nick Moss for best practice tips and demonstrations of how the software can help you to continue to manage your practice remotely, during any uncertain times.
Watch this webinar with our analytics expert to see how you can use Microsoft Power BI to connect to the CCH Central database to produce some practice management-led KPIs and metrics, taking data already in the database and visualising this in ways not possible before.
Webinar: How to use CCH OneClick for secure online collaboration and communication with your clients
The CCH OneClick environment has been created specifically to support collaborative working between advisors and their clients. Watch this webinar with Natasha Kobrak who will provide best practice guidance and demonstrate online file transfer, messaging and collaboration functionality within CCH OneClick.
Watch this webinar to hear best practice tips and demonstrations of how Basecone, Twinfield and CCH Accounts Production work together to capture and process data, which will help you make huge time-savings and improve data accuracy.
Use workflows in CCH Central to manage your team tasks remotely. Watch this webinar with Michael Fox and Nick Moss who will give you best practice tips and tricks about how to use workflow templates, to guide your staff through the tasks they need to perform so that everyone in the practice follows the same procedures every time.
Keep connected with your practice and clients with CCH Document Management and CCH OneClick. Watch this webinar with our experts for best practice tips and demonstrations of how the software can help you to continue to manage your practice remotely, during any uncertain times.