Resources & Training
Adding a New User
Guide to adding a new login to your CCH Entities software.
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 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.
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.
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.
Beneficiary Disclosure and register of Core Documents
Guide to how CCH Entities can help your Beneficiary Disclosure Tracking, reporting and Core Document Register.
CCH Entities Content Guide
CCH Entities User Guide for Digital Signatures - Senders
CCH Entities User Guide for CCH Signatures - Signers
Upcoming webinars
CCH Entities - Trust Manager
Getting started webinar recording
Watch a video on how to get started using the CCH Entities Trust Manager software.