March 2017
This month we have put the spotlight on introducing Online Checklists.
And don't forget to check out the New Developments section for news on upcoming feature releases!
Did you know you can now complete our 37 trust checklists online?
The trusts checklists will guide you through your trust administration and decision making. The online versions are also a great place to record the steps you have taken and the background to any decision.
Checklists:
Select New to choose one of the 37 checklists available:
Complete your checklist online and save it at any stage. You can pick your checklist up again at any time and from any device:
The progress of your checklist is recorded within the software. It is now accessible to everyone in your firm. This information will soon be added to the Trust Summary Report and the Trust Health Check Report:
CCH iTrust new developments & updates
In addition to our 37 checklists, you can add your own! Talk to us about customisation training.
- A Power of Attorney report is now available on the reports page.
- A Person and Company print summary report is now available from the person or company records
If you'd like a CCH iTrust training session, please contact Suzy.Hardy@wolterskluwer.com
Coming Soon! CCH Companies: Beta Testers Wanted!
CCH Companies is now enhanced with a content suite of over 300 documents including minutes and resolutions. Beta Testing is starting next week. We'd be more than happy to welcome you as our next Beta tester!