Professional & Client Services

Get the most out of your investment with comprehensive software & research training from the Wolters Kluwer team.

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From new hires to seasoned professionals, Wolters Kluwer offers expert training and learning solutions that provide efficient skill-building opportunities for your entire staff. Whether you’re seeking to explore potential revenue streams or gain a competitive advantage over your competitors, our specialized topics ensure you reach these goals and more.

Webinars offer training for you and your staff from the comfort of your home or office, requiring only internet access. These convenient sessions cover a wide variety of topics to help you get the most from your tax software and prepare for tax season. Simply register online or contact your Software Consultant.

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Tax Product Training

Comprehensive product training.

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Research Training

Comprehensive research training.

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On Demand eLearning

Learn at your own pace.

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Consulting Services

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Additional Services

Adobe® Acrobat® Level 1 - Navigate, Organize, and Comment

Learn the critical tools in Adobe Acrobat that will help your staff adapt to the paperless office. This hands-on class will walk your staff through several exercises to practice using these tools within your accounting workflow.

Course Objectives

  • Navigate and set up the Adobe Acrobat Interface
  • Set interface viewing options for the best view based on objective
  • Modify and organize PDF files including creating and managing bookmarks
  • Utilize comment and mark up tools for effective communication

Who Should Attend?
Experienced IT professionals, including Network Administrators, DB Administrators and Project Managers who currently support the ProSystem fx Suite within their firm.

Program Information

  • Program Level: Basic
  • Prerequisites: Network experience
  • Advanced Preparation: Adobe Acrobat Standard or Professional version 9, X or XI installed; all attendees with consistent versions installed
  • Read Policies

Recommended CPE

  • CPE certificate(s)included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Specialized Knowledge and Applications - 3 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register

Register Now

  • Web-based
  • Multi-client Training (MTS), Adobe Acrobat version X and XI only
Sign Up Online
Custom IT Consulting

Looking for additional IT consulting? Create your own agenda and benefit from the opportunity to have a qualified consultant answer your firm's specific questions.

Course Objectives

  • Determined by the firm

Who Should Attend?
Determined by the firm based on the agenda.

Program Information

  • Program Level: Basic to Intermediate depending on agenda
  • Prerequisites: Network experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificate(s)

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
IT Consulting for the ProSystem fx® Suite

Maximize your IT investment with Wolters Kluwer, CCH and your ProSystem fx applications.

Course Objectives

  • Understanding installation procedures and software updates for the ProSystem fx Suite applications currently in place
  • Ensuring adequacy of hardware and software requirements are met
  • Understanding infrastructure and capacity planning as it relates to the ProSystem fx Suite
  • Management of your various application databases, including SQL instances
  • Understanding data backup policies and procedures
  • Understanding proper security and file sharing requirements
  • Configuring and maximizing the integration points for ProSystem fx Suite
  • Understanding how Citrix/Terminal Services works with ProSystem fx Suite

Who Should Attend?
Experienced IT professionals, including Network Administrators, DB Administrators and Project Managers who currently support the ProSystem fx Suite within their firm.

Program Information

  • Program Level: Basic
  • Prerequisites: Network experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificate(s)

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
How to Do Tax Research

This Course Provides:

Training on the hierarchy of primary and secondary Federal and State documents retrieved when performing searches on CCH® IntelliConnect®. The training includes a presentation of document types within the tax reporters, discussion of steps to complete tax research, and builds on the basic knowledge of the system. The training also incorporates case study examples and best practices when conducting tax research and finding your answers in Wolters Kluwer Tax & Accounting US CCH® Publications. Course can include hands-on computer training.

Course Objectives

  • Understand the legislative process for tax law
  • Retrieve authoritative and secondary source material
  • Utilizing practice aids and tax tools in the research process
  • Incorporating search results and relevance of the documents
  • Track and retrieve cases and ruling using the Citator
  • Organize, write and document a tax research memo

Who Should Attend?
Anyone conducting tax research.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Introduction to IntelliConnect® course
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s)included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 3 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register

Register Now

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online

Hear from Barry Wechsler, CPA at Raiche, Ende Malter & Co. LLP

Barry Wechsler tells us how training and CCH Connections: User Conference has helped him and his firm; and what it can do for yours!

Watch Video