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CCH Central Best Practice Seminars

There are a wealth of features behind CCH Central’s deceptively simple user interface, but do you know what they are and how to maximise them for your practice? Book onto our one-day seminar to learn from our experts, who will demonstrate best practice for a range of scenarios to improve your utilisation of CCH Central.

There are a wealth of features behind CCH Central’s deceptively simple user interface, but do you know what they are and how to maximise them for your practice? Book onto our one-day seminar to learn from our experts, who will demonstrate best practice for a range of scenarios to improve your utilisation of CCH Central.

The seminar will be delivered by Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise, with real-world experience of accounting and tax. Designed for partners and administrators involved in the planning or implementation of their practice’s CCH Central database, you will have the opportunity to ask questions and discuss best practice examples in the context of your own practice.

You will learn how to:
• Discover the key reports from CCH Central that will drive organisational success
• Explore advanced searching as an alternative to reporting
• Set up and maintain your CCH Central database
• Filter and extract information for reporting and data mining
• Set user and client security (permissions, responsibilities and extra fields)
• Identify personal data and how to acquire consent
• And much more….

Who should attend?

This seminar has been designed for partners and administrators who are involved in planning, or responsible for implementing, their practice’s CCH Central database, as well as members of the marketing or practice development team.