Introduction to Administration Manager

The modules in Administration Manager allow you to set up all of your firm's common data and settings. Information entered is available to all CCH® ProSystem fx® applications. As you add our products, plug-ins will be added to CCH ProSystem fx to allow additional functionality when working with the new applications.

Firm

Setting Up Your Firm

Entering Information in Lists

Staff Manager

Managing Staff Information

Setting Up Staff Team Assignments

Client Manager

Managing Your Clients

Managing Client Associates

Adding or Editing Client Contacts

Adding a Client Group

Security

Using Security Groups to Give Staff Access to Modules and Functions

Using Client Access Groups

Using Staff Access Groups

Licensing and Product Access

See the following topics for information on setting up different products:

Rev: 5/21/2025, 7:23 AM