Below you will find the steps to successfully install and run the CCH Integration:
1. Microsoft Edge to Internet Explorer
For CCH, the integration needs to run through Internet Explorer, which can be done via Microsoft Edge. Instructions on how to run IE mode can be found below:
2. CCH Integrator Installation
- https://www.profitcents.com must be listed as a trusted site. Click HERE to ensure your security settings align with the article for proper installation.
- The CCH integrator then needs to be installed. A direct link to the file can be found HERE, but it can also be installed when trying to import client financials for the first time.
- Note: if you are working on a server, the integrator must be installed on the server.
- An access enabler needs to run to link the user’s local database to ProfitCents. More information can be found HERE.
- Note: the local database can be found when logging into your CCH account. It will be located in the top left hand corner under Local File Room Client Index. The database name is next to the user name in parentheses. You should not include the parentheses when entering the local database name into the DOS window.
- Click HERE for a link to our support center that lists articles to help troubleshoot the integration.