Getting started webinar recording
Watch a video on how to get started using the CCH Entities Trust Manager software.
Add a New User
A guide on how you can create a logon and provide a staff member access to CCH Entities
Client Portal Instructions
Guide to using the portal allowing clients to view all people & companies linked to their trust or company.
Duplicate People Merging Instructions
Guide to dealing with duplicate people in your database.
Customising CCH Entities Documents
Guide to customising your own documents, including merge fields in CCH Entities
AML, CDD and Electronic ID Verification
Guide to CCH Companies for AML, CDD and electronic ID checks
CCH Entities Technical FAQ's
Guide to understanding the technical information for CCH Entities
Browsers & upload/download documents
Guide to understanding the best browsers and also how to upload and download documents.
Customise dropdown menus and setup
Guide to understanding how you can make your dropdown menus work for your firm’s requirements and change the setup of the system
Database Management, People/Companies unlinked to a trust, how to Archive a Trust
Guide to understanding some tools used for keeping your database up to date. How to run un-linked report, a health check report and how to archive a trust.
CCH Entities Trust- Minute Builder
Guide to understanding what the Minute Builder is and how to use it
FACTA Reporting
Guide to understanding what FACTA is and how to report on this in CCH Entities.
2019 Trust Act - How CCH Entities Can Help You
Guide to how CCH Entities can help you with the 2019 Trust act changes.
Beneficiary Disclosure and register of Core Documents
Guide to how CCH Entities can help you Beneficiary Disclosure Tracking, reporting and Core Document Register