To help you get started using Practice, we recommend starting with the following tasks:
- Review the basic steps involved in using Practice. This topic provides a high-level overview of all the tasks that can be performed in Practice. Click the links in this topic to learn more about the specific tasks you will perform.
- If you recently migrated from CCH® ProSystem fx® Practice Advantage or CCH® ProSystem fx® Practice Management, review Practice Comparison to learn where the features you use the most are located.
- Learn about the Client Dashboard, then set up the panes you will use.
- Set your Time Capture and Billing user options.
- Click Feedback Forum on the Dashboard navigation pane to view the forum you can use to submit or vote for product enhancements.