Unified Compliance Knowledge Base

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Unified Compliance Knowledge Base

Resellers FAQs

Resellers FAQs

Learn how to manage your Reseller account

Basics

How do my clients access their CCH accounts?

Client Management

How do I add a new client account to the Reseller Portal?

How do I add a client who already has an account?

Subscription and Billing

How do I add a client's coupon code

How do I suspend a client's subscription in the Reseller Portal?

How do I add a product to my client's subscription in the Reseller Portal?

How do I remove a product from my client's subscription in the Reseller Portal?

How do I add Billing information in the Reseller Portal?

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