CCH iTrust Demos and Training Dates
Please contact firstname.lastname@example.org to arrange on-site training
iTrust User Training - 60 min webinar
This session is designed for new users and previous users of the TMS system who have migrated to CCH iTrust and new users to iTrust. We work through entering a trust into the system including tasks, documents and reporting.
Click here to register: Tuesday, 22 August @ 11:30 am
Customisation Training - 60 min webinar
Learn how to create a new document template using the iTrust system. Change any of our templates and make them your own, adding in your firm’s logo or preferred font.
Click here to register: Thursday, 24 August @ 9:30 am
CCH iTrust Portal Demonstration & Training – 20 min webinar
The Portal allows your clients to view information on all people & companies linked to their trust, view all gifting and loan accounts, view all assets, liabilities, revenue and distributions and their trust documents.
Click here to register: Thursday, 17 August @ 2:00 pm
Quick Overview Video (2 mins)
Tip of the Month
Topics - Database Management and Housekeeping
Topics - Customisation
Topics - FATCA (Foreign Account Tax Compliance)
Topics - Online Checklists
Topics - AML/CFT obligations
Topics - iTrust Documents
Topics - Trust Health Check Report
Topics - Trustee Companies
Topics - Exporting your data, setting mandatory fields and getting the right information in Trust Summary Reports