CCH Axcess Notifications

Notifications for a wide variety of events can be configured in different locations in CCH ProSystem fx. The following locations include options to add, edit, copy, and delete notifications:

Product Type Location
Dashboard Client, Staff, and Security
  1. Open Dashboard.
  2. Click Applications on the navigation panel, and then click Configure notifications under Utilities.

See Managing Notification Conditions From Dashboard for more information.
Document Various
  1. Open Dashboard.
  2. Click Configuration on the navigation panel, and then click Settings and defaults under Firm.
  3. Expand Document on the navigation panel.
  4. Click Email Notifications on the navigation panel.

See Managing Document Email Notifications for more information.