Software Support Office Hours: On-Demand Library

  • Article Type:
  • Documentation
  • Last Modified:
  • 12/20/2023

Objectives

Check Out the On-Demand Library of Software Support Office Hours!

Software Support Office Hours, formerly known as Professional & Client Services Office Hours, are dedicated webinars exclusively for our CCH® ProSystem fx® Tax and CCH Axcess™ Tax software customers.

These online sessions last 30 minutes and are presented by subject matter experts deeply experienced with the specific topics being covered.

Environment

  • Software Support Office Hours
  • Professional & Client Services
  • CCH Axcess
  • CCH Axcess Tax
  • CCH ProSystem fx Tax

Details

Click on one of the topics below to register and view the on-demand recording.

Getting Started with CCH ProSystem fx Tax Release 2023.01000

View this session where Andy Michael, Customer Service Technical Coordinator at Wolters Kluwer Tax & Accounting, provides an overview of getting started with CCH ProSystem fx Tax version 2023.01000.

 

Getting Started with CCH Axcess Tax™ Release 2023-1.0

View this session where David North, Customer Service Technical Coordinator at Wolters Kluwer Tax & Accounting, provides an overview of getting started with CCH Axcess Tax 1.0.

Leveraging Product Communities for Tax Season Success

View this session where Lauren Ferrett, Content Management Analyst at Wolters Kluwer Tax & Accounting, provides an overview of the CCH Community -- product and segment-specific support groups that can help you connect with peers on a variety of topics.

 

Getting Started with CCH ProSystem fx Tax for 2022 Tax Year Processing (January 12, 2023)

Led by Michael Bourbina -- Customer Service Technical Coordinator with Wolters Kluwer Tax & Accounting -- this session is exclusively for CCH ProSystem fx Tax customers. It provides an overview of the installation process, covers some of the new features in ProSystem fx Tax, and walks you through the self-service customer service and support options available.
 
 

Snapshot Overview of CCH Axcess™ Tax Release 5.0 (November 3, 2022)

In this webinar, Andy Michael -- Senior Customer Service Technical Associate at Wolters Kluwer Tax & Accounting -- covers some of the new features and functionality of CCH Axcess Tax 5.0, which was released on Sunday, October 31.


Maximizing CCH Axcess™ Tax ROI (September 29, 2022)

In the 30-minute September 29th session, Jaclyn DeProspo, Software Consultant at Wolters Kluwer Tax & Accounting, covers the following information:
  • Creating new staff users in CCH Axcess™
  • Creating Client Access Groups in CCH Axcess™
  • Adding security group functional rights in CCH Axcess™
  • Setting up return defaults in CCH Axcess™ Tax Return Configuration Sets
  • Creating a return print set in CCH Axcess™ Tax
  • And more!
 

Tax Software Tips and Tricks for Extension Season Success (August 25, 2022)

In this session, John Becht, Senior Software Consultant at Wolters Kluwer Tax & Accounting, covers news and information as related to CCH® ProSystem fx® Tax and CCH Axcess™ Tax, including:
  • Editing letters and filing instructions in CCH Axcess™ Tax
  • Printing tax returns from CCH Axcess™ Tax to CCH Axcess™ Document
  • Deleting a state from a return in CCH Axcess™ Tax
  • Amending a 1040 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax
  • Generating a state extension in an 1120 return using worksheet view in CCH Axcess™ Tax and CCH® ProSystem fx® Tax
  • Splitting a joint return in CCH Axcess™ Tax
 

Partnership Module Review -- Part 2 (July 14, 2022)

In this session, Frank Giudice, Senior Consultant -- Tax Software, at Wolters Kluwer Tax & Accounting, covers news and information as related to CCH® ProSystem fx® Tax and CCH Axcess™ Tax Partnership returns. This is part 2 of a 2-part series.

Register now!


Partnership Module Review -- Part 1 (June 23, 2022)

In this session, Frank Giudice, Senior Consultant -- Tax Software, at Wolters Kluwer Tax & Accounting, covers news and information as related to CCH® ProSystem fx® Tax and CCH Axcess™ Tax Partnership returns. This is part 1 of a 2-part series.

Register now!
 

CCH® ProSystem fx® Tax and CCH Axcess™ Tax Tips and Tricks (June 2, 2022)

In this session, Deepak Bhandari, MBA, MSA, and Lead Consulting Manager for Wolters Kluwer Tax & Accounting, covers CCH® ProSystem fx® Tax and CCH Axcess™ Tax tips and tricks.

Register now!

Additional Information

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