Deleting a Client

Deleting a client deletes all the tailoring questions and checklists that have been completed for the client. Clients cannot be recovered once they are deleted.

Note: This procedure is not applicable for firms who use AutoCheck along with CCH Axcess™ Knowledge Coach. For these firms, checklists are linked to engagements that are managed in Knowledge Coach. See the Knowledge Coach Help for more information.

To delete a client, do the following:

1. If needed, click to open the All Clients page.
2. Locate the client in the list.

Tip: You can use the Search box at the top of the All Clients page to find a specific client.

3. Click in the Actions column for the client.
4. Select Delete.