LCvista and CPELink (CCH) have partnered to provide and manage CCH programs for subscribing firms. CCH provides self-study programs that cover tax topics for EAs, CTEC, and OTRPs.

WHAT TO KNOW

Program Delivery — CCH provides LCvista with all relevant files and program information for your site which LCvista uploads directly. The metadata includes qualification information for IRS only. Additional qualifications can be added directly to the programs by site administrators.

Staying Current — CCH sends monthly updates for LCvista to process, covering program expirations and new programs.

Managing Content — New programs are added to the CCH catalog, which admins control access to using LCvista user groups. Programs can also be added to additional catalogs or learning plans. Expired programs need to be removed by admins and replaced in learning plans; LCvista's “Automatically Hide Inactive Content from Learner Catalogs” feature can be used as a tool to manage expired programs.

Self-Study Timelines — For self-study programs, users typically get a full year to complete once enrolled; in LCvista, you'll see this reflected as a session end date set 365 days out from the enrollment end date, unless CCH specifies a different window for a given program.

COMMON QUESTIONS

What notifications will you receive regarding updates?

LCvista sends a monthly email to clients confirming what updates were processed. LCvista also will sets up upload and expiration reports on the client site for firm admin to pull when needed.

Steps needed for PTIN reporting?

At the completion of the CCH program, the user will need to add their PTIN information by clicking on the "Certificate of Completion" link. Here the user will be prompted to submit their PTIN number. Further guidance can be found in this CCH Knowledge Base article:CE Credit Reporting

Issues? Reach out to support@lcvista.com