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CCH Document Management insight

POSTPONED Seminar: CCH Document Management – A day in a life of a practice (Kingston)

2020-07-13T16:24:52+01:0017 December 2019|Categories: , |Tags: , , , , |

POSTPONED. This seminar is currently not available to book, however if you would like to speak to us about consultancy options with our Professional Services team please contact your Wolters Kluwer Account Manager.

Webinar: How to share and manage practice employee documentation with the HR function

2020-07-01T13:08:25+01:001 July 2020|Categories: Video Webinar|Tags: , , , , , , |

Watch the final part of this webinar series with Evan Jones and Nick Moss, to see demonstrations of how you can use the HR function in CCH Document Management to share and manage your employee documentation safely and securely.

Document Management Webinar Series: How to manage practice employee documentation with the HR function

2020-05-19T16:29:04+01:0019 May 2020|Categories: |Tags: , , , , |

Keep connected with your practice and clients with CCH Document Management and CCH OneClick. Join this 3-part webinar series 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.

Webinar: How to work collaboratively with your clients when working remotely

2020-06-17T14:59:55+01:0017 June 2020|Categories: Video Webinar|Tags: , , , , |

Watch the second part of this webinar series with Evan Jones and Nick Moss, to see demonstrations of how to use the integration between CCH Document Management and CCH OneClick including the advisor and client workspaces and secure messaging and document approvals.

Webinar: How to keep connected with your practice when working remotely

2020-06-22T14:50:39+01:0017 June 2020|Categories: Video Webinar|Tags: , , , , |

Watch the first part of this webinar series with Evan Jones and Nick Moss, to see demonstrations of how to increase collaboration with your practice using key features of CCH Document Management including the Microsoft Outlook integration, scanning and process management and protecting the security of your information.

Document Management Webinar Series: How to work collaboratively with your clients when working remotely

2020-05-19T16:26:28+01:0019 May 2020|Categories: |Tags: , , , , |

Keep connected with your practice and clients with CCH Document Management and CCH OneClick. Join this 3-part webinar series 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.

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