Setting Up CCH Axcess™ Practice for Your Firm

You can set up a variety of Practice features from Dashboard. The settings you select in Dashboard are global settings—that is, they apply to all CCH Axcess areas and for all users. Depending on your privileges, there may be some settings that you can override for individual clients or projects.

There are several areas we suggest you set up before beginning work in Practice. Those include the following:

Firm

Setting Up the Firm for Practice

Entering Practice Lists

Staff Manager

Setting Up Staff for Practice

Client Manager

Overview of Billing Setup in the Client Profile

Viewing the Client Dashboard

Security

Managing Group Functional Rights for Practice

Reports

Running a Report

Time Capture

Setting Up Time Capture for Practice

Managing Notifications for Time Capture

Managing Error Conditions for Time Capture

Accounts Receivable

Managing Accounts Receivable Notifications

Setting Up Accounts Receivable Options for the Firm

Billing and Invoicing

Setting Up Billing for Your Firm

Setting Error Conditions for Billing

Creating Billing Notifications

Administration

Running Year End Procedures

Setting the Reconciliation Date