Workflow FAQ
General Where can I find refresher videos and trainings? * Support Site - KB Article (cch.com) What is the CCH Account Number to sign into Workflow? * 758098 How do I link a return to a task? * How to link a Tax Return to a Task/Route Sheet - ADKF (happyfox.com) How do I see my team tickler or other sh…
14-May-2024
How do I view Shared Searches?
How do I view Shared Searches? Shared Searches are firmwide pre-set searches provided to staff for easy filtering. * Click on the Magnifying glass next to the search box to open Advanced Search * Click Shared Search * Click the Play button next to the search you'd like to run.
22-Jan-2024
How to link a Tax Return to a Task/Route Sheet
To link a Tax Return to a Task: * Open a "Task(Routing Sheet)" in Axcess Workflow by clicking on the Client name. * Click on "Manage Tax Returns" at the top of the "Control Sheet/Routing Sheet". * The tax return will link automatically, unless there are multiple versions of the return. To link another version…
15-Jan-2024
