Setting Up Your Firm
During the first login, you should have created the firm, main office, default business unit, and a default administrator. You may have also defined some other items, such as regions, additional offices, and additional business units.
This setup applies to all CCH
Set up your firm's staff information.
Set up your firm's client information.
Set up your firm's general information.
- See Setting Up Notes Categories for information.
Add staff templates.
Add staff, if they were not imported.
Add staff teams.
Add your clients, if they were not imported.
Add your client contacts, associates, and associate contacts.
Add your firm's client groups.
Add access groups for clients and staff.
Add security groups.