CCH User account setup for Outsource service

Step 1: Create a User Account

Log in to
CCH Axcess Dashboard
.
Go to 
Application Links
, 
Staff
, then 
Staff Manager
.

In the 
Staff Manager
window, select 
New
then 
Staff
.

When the 
New Staff
window opens, choose the required template and select 
Continue
.

In the 
Staff Profile
window, fill all the required fields based on the information provided below.

Select the
Login allowed
checkbox.
For the
Home Office
field, select the staff member's main office location. If you only have rights to 1 office, then that office is automatically selected.
Add a user account by filling out the remaining fields based on the following information. If you're using Outsource Onshore or Offshore, create a user ID name that includes if the user is an onshore or offshore user. For example:
Onshore users can be OnshorePreparer1, OnshorePreparer2, etc.
Offshore users can be OffshorePreparer1, OffshorePreparer2, etc.
User ID	System Email	Staff ID	Reporter Name	First Name	Last name
[Domain ID].OnshorePreparer1	Create a dedicated email address at your firm as: [Domain ID]-OnshorePreparer1@[Your Firm's email domain].com	[Domain ID].OnshorePreparer1	Onshore/Offshore Preparer 1	Onshore/Offshore Preparer 1	Onshore/Offshore Preparer1
Example: BL-01.OnshorePreparer1	Example: BL-01-OnshorePreparer1@BL&Associates.com	Example: BL-01.OnshorePreparer1	Example: OnshorePreparer1	Example: OnshorePreparer1	Example: OnshorePreparer1
If you previously created any SurePrep users, then locate the user and remove/delete the SurePrep outsource user from your firm list.
Next, set up a phone number to allow multi-factor authentication. Navigate to the
Profile Information
tab and select
Address/Phone
.

Use the following phone number according to the Outsource Onshore or Offshore returns:
Phone Numbers
Outsource Preparer	Select Country	Phone number
Onshore	United States	9494183589
Offshore	India	7900106072

Save and close the window.
If your firm uses Tax File Activation using Credential Authentication(Login Mode), skip to creating an email rule in Outlook.
If your firm uses Tax File Activation on web (for example, Token Authentication ADFS/SSO) to integrate with SurePrep, setup a Service User. After the service user is setup create an email rule in Outlook.

[Domain ID]. + [Onshore or Offshore] + Preparer + Incremental User Count = BL.OnshorePreparer1

Step 2: Create email rule in Outlook

Log in to the designated outsource email you created earlier during the user account setup process (for example, BL-OnshorePreparer1@BL&Associates.com, BL-OffshorePreparer1@BL&Associates.com).
Right-click the email you receive from CCH Axcess, select
Rule
then
Create Rule
.
From
: noreply@cch.com

Select
Advanced Options...

Select the
From
,
With
, and
Sent to
checkboxes, then select
Next
.
Select the
forward it to people or public group
checkbox, then in the Step 2 section, select the
people or public group
link.
On the
Rule Address
window, enter outsource.support@SurePrep.com then select
OK
.
In the
Step 2
section, you should now see the updated email address. Select
Next
to continue.
On the next step, select
Next
to skip the exception rules.
Select
Finish
to complete making the Outlook rule.

In the same user's account setup process (for example, BL-Preparer1@BL&Associates.com), locate the following email:
From:
noreply@wolterskluwer.com
Subject
:
Verify your sign-in
After locating the new verification email, scroll up to step 1 and follow the same steps again to create a new rule.

Step 3: Setting up a Service User (ADFS/SSO Only)

Before starting user account setup, please make sure you are able to access
Application Links, Firm, Utilities, then Configure Service User
. If you're unable to view the
Configure Service User
option in the
Utilities
window, then please contact contact CCH Axcess Support to enable this option.
Log in to the
CCH Axcess Dashboard
and go to 
Application Links
, 
Firm
, then 
Utilities
.

In the window that opens, select 
Configure Service User
.

Search for the user using either 
User ID
or 
Email Address
and then select 
Search
.

Once the user is found, select 
Setup As Service User and Send Email
.

An email will be sent with a link to download the software and run the configuration utility.

Forward this email to SurePrep, and we’ll install the application. A SurePrep user will need to run the Service User configuration utility to enable/register the service user login on a specific machine.