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You are here: Home / CCH Entities: Trust Manager Resources
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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 & House Keeping  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.

Limited Partnerships

Guide to help you understand Limited Partnerships in CCH Entities

 

 

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.

Topics

Trust Health Check Report

Trustee Companies

Trusts & Power of Attorney

Upcoming webinars

CCH Entities

Trusts User Training
60 minutes

Designed for new users & previous users of the TMS system who have migrated to CCH Entities.  We work through entering a trust in the system including tasks, documents and reporting.

Tuesday, 16 February @ 2:00 pm

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CCH Entities Portal Training
30 min webinar

The portal allows your clients to view information on all people & companies linked to their trust or company.

Thursday, 18 February @ 2:00 pm

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CCH Entities Customisation Training
45 min webinar

Learn how to create a new document template in the system.

Monday, 22 February @ 11:30 am

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AML, CDD and Electronic ID Verification
30 minutes

Learn how CCH Entities can help you with the AML regime and Electronic ID Verification

Thursday, 25 February @ 2:00 pm

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CCH Entities Short Recorded Sessions (10 - 15 mins)

Administrator Setup

Relationships and Responsibilities

Working with Documents

Workflows and Tasks

Gifting and Loan

Reports

AML/CDD and Electronic ID Verification

 

 

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