Client Portal Instructions
Guide to using the Portal allowing clients to view all people & companies linked to their trust or company.
Annual Return Process
This Guide will help you to understand the complete Annual Returns (AR) process in the Company Manager module.
Duplicate People Merging Instructions
Guide to dealing with duplicate people in your database.
Shareholdings
Guide to making changes to shareholders and shareholdings
NZBN Numbers for Import
Getting your NZBN Numbers for import.
Adding a New User
Guide to adding a new login to your CCH Entities software
Managed vs Un-Managed Companies
Guide on managed and un-managed companies
Exception Report
Guide to understanding and exception report
Data Flow and Updating Process
Guide to understand the flow of data between CCH Entities and NZCO and process for keeping everything up to date.
Customising Documents
Guide to customising your own documents, including merge fields in CCH Entities
AML, CDD and Electronic ID Verification
Guide to understand how CCH Entities can be used for AML, CDD and electronic ID checks
Limited Partnerships
Guide to help you understand Limited Partnerships in CCH Entities
Reserve Company Name
Guide to help you to understand the Name Reservation process in CCH Entities.