Welcome to CCH Software
Welcome to CCH Sofware and to the CCH Software Support website! This website contains a number of valuable resources for CCH clients and these pages explain how to use them, including how to download and install software for the first time.
Our public website at www.cch.co.uk contains information about products and services provided by all the CCH companies, including software, information, fee protection, magazines and professional development.
What to do first
Registering on this website
Because the CCH Support website is designed to help our existing clients, most of its pages can only be accessed by registered users.
To register, go to the registration page or select Register from the menu on the left of the screen.
Before you can register you’ll be asked to enter your firm’s Client Code and Client Web Password. These are included in the letter that CCH sends to all new clients but if you don’t have these details to hand you can request the information.
When you’ve entered these details, you’ll be taken to the registration form where you can choose a personal username and password and select which eBulletins you want to receive. On subsequent visits when you’re prompted to log on you will need to enter your personal username and password (not the Client Code and Client Web Password).
Any number of people from your firm can register on the CCH Support website and create their own personal username and password.
Logging on
Each time you re-visit the CCH Support website and access a client-only facility, such as the KnowledgeBase, you’ll be prompted to log on using your personal username and password.
If you forget your personal username or password, you can request a reminder. Please do not re-register since you may then receive multiple copies of our eBulletins.
Updating your profile
Once you’ve registered, you can change your personal details, including your password, email address and eBulletin preferences by selecting Update Profile from the menu.
You might need to do this if your firm buys additional CCH applications and you want to receive eBulletins about the new software.
Downloading the software
Once you’ve registered on the website you can download the CCH software that you’ve purchased. Do this by selecting Downloads from the menu. If you can’t see the software you’ve purchased please call our Customer Care & Support team on 0844 56 18181.
Note: If you have paid CCH to perform an installation, our consultant will bring all the necessary software so there’s no need for you to download it.
As well as the software itself you can download or view additional information including release notes and installation instructions. Some of these are provided in the Adobe Acrobat Portable Document Format (PDF). This KnowledgeBase article explains how you can download the free Adobe Reader from the Adobe website (logon required).
Once the CCH software has been installed you will receive regular updates as part of the service we provide for your annual support fee. Some updates are automatically sent on CD to all clients; others are made available on the CCH Support website for those who need them. The latest software is always available on this website. This guide to downloads contains more information about version numbering and the different types of update.
Tip: Our eBulletins will tell you when a new update is being released so you can make sure you keep your software up to date.
When you’re using the software
Logging a call
If you’re having a problem with our software you can call the Customer Care & Support team on 0844 56 18181 or you can log the call directly by selecting Log a Call from the menu.
When you log a call online you can enter as much information as you want and the CCH Customer Care & Support Consultant will be able to investigate the issue before calling you back.
Using the KnowledgeBase
The KnowledgeBase is a searchable online database of information about CCH software. It includes FAQs and guides to performing common functions, product documentation and information about known critical issues, including workarounds where available.
To access the KnowledgeBase, select KnowledgeBase from the menu.
To get the most relevant results you can restrict your search to a named product or to certain kinds of answer (such as FAQs or known issues). You can also look for particular text within KnowledgeBase articles. This guide to the KnowledgeBase explains more about searching and finding information (logon required).
Receiving eBulletins
The easiest way to get the latest information about your CCH software is to subscribe to our eBulletin service.
- Learn more about forthcoming software releases.
- Find out when updates are available to download from the website.
- Receive prompt alerts about important issues and workarounds.
When you first register to use the CCH Support website you can choose which eBulletins you want to receive. If you want to change these details select Update Profile from the menu.
We strongly recommend that you subscribe for all the CCH applications you use. Anyone in your firm who registers can receive their personal selection of eBulletins sent to their own email address.
If you need to check when the most recent eBulletin was sent, or want look again at an earlier one, select eBulletins from the menu. There are also a number of KnowledgeBase articles about CCH eBulletins (logon required).
Getting the most out of your software
Customer Care & Support
The Customer Care & Support Team is here to help you with any day-to-day operational issues you encounter when using our software. As part of that service we provide technical support Monday to Friday, 9.00 am to 5.30 pm (excluding English public holidays). The Team also maintains this website and sends out regular eBulletins to registered users with information about the latest updates and support issues.
When you raise a query the details that you supply are recorded in our incident logging and tracking system. This allows our Consultants to share information and expertise on individual calls, and it allows team leaders and managers to review and escalate incidents if necessary.
Professional Services
To get the most out of your CCH software, you need to know how to use it properly. The best way to do that is by using CCH training and consultancy services provided by our Professional Services Consultants. They combine an unrivalled knowledge of CCH software with real world experience in accountancy, tax, practice management and IT.
Here are just a few of the things they can help you with:
- Installing new software, including project managing all aspects of the implementation
- Converting and importing data from other systems
- Best practice reviews and skills audits
- New joiner courses, refresher training and partner overview sessions
- Bespoke report writing
- Business consultancy
- Personalised training at your offices, including bespoke training literature
Our training and consultancy services are available in a variety of formats to suit circumstances and individual requirements:
- Classroom based training
- CCH eLearning (online)
- Consultancy
- CCH Webinars (online)
- Seminars
You can read more about our training and consultancy services on this website.
CCH User Groups
There are five CCH User Groups in the UK, organised regionally and covering Scotland, Northern Ireland, the South, the Midlands and the North of England, and one in the Republic of Ireland.
Each of the regional User Groups is a separate body with its own officers and meetings but they share common objectives. Although we fully support their work and we’re regularly invited to User Group meetings, all the User Groups are independent bodies, run solely for the benefit of their members and funded mainly by member subscriptions.
To find out more about your local group, select User Groups from the menu. Lively debate and open communication help us as much as they help our clients, so we encourage you to get involved with your local CCH User Group.
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