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You are here: Home / CCH Signatures Resources
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User Guide for Senders

A guide on how to set up a secure account, invite new users and create and share documents to be signed.

Content Guide for Electronic Guidelines

This guide sets out our recommendations on which documents should be signed electronically.

User Guide for Recipients

A guide on how to set up your secure account and view and sign documents using CCH Signatures.

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, 27 April @ 10:30 am

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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.

Wednesday, 28 April @ 2:00 pm

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CCH Entities Customisation Training
45 min webinar

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

Thursday, 22 April @ 2:00 pm

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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

Wednesday, 28 April @ 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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Tax & Accounting

  • Tax
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Property & Trusts

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