Professional & Client Services

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

Let's Get Started

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.

CCH Axcess™

CCH Axcess™ Document
Implementation Consulting

CCH Axcess Implementation Consulting is designed to ensure a smooth implementation of CCH products. You'll work with a single point of contact throughout the entire implementation process to meet all implementation objectives.


Course Objectives

  • Review hardware, software and bandwidth requirements and recommendations
  • Analyze existing data for import into CCH Axcess
  • Install the Smart Client
  • Configure firm setting and defaults
  • Create clients and staff
  • Configure security
  • Import clients
  • Migrate existing data

Who Should Attend?
IT and Document champions

Program Information

  • Program Level: Basic
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificates

Register Now

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

Drawing from years of experience working with accounting firms in similar situations, our consultants will facilitate a step-by-step approach designed to integrate Document into your document management workflow in a way that meets your unique business needs. During this highly interactive session the software will be configured to reflect every important best practices decision which will be documented in a custom Policies & Procedures Guide.


Course Objectives

  • Understand managing and working with files in Document
  • Create a file migration and location plan to address your existing electronic information
  • Maximize integration with other software applications
  • Understand all file properties and set-up a class/subclass list

Who Should Attend?
The Document Champions Team

Program Information

  • Program Level: Basic
  • Prerequisites: CCH Axcess Document Setup Training
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Computer Software & Applications - 2-8 credits, depending on length of session

Register Now

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

Document Post Implementation Consulting is a customized consulting session meant to assist firms with workflow issues, system configuration, and expanding their overall use of Document. Many firms use this session, specifically, to develop non-client storage areas in the application.


Course Objectives

  • Refine current workflow processes, as they relate to Document
  • Review current file properties (e.g., classes and subclasses) and make necessary changes
  • Develop non-client storage areas in Document (e.g., Administrative, Human Resources, Firm Management)

Who Should Attend?
The Document Champions Team

Program Information

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

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Specialized Knowledge & Applications - 2, 4 or 8 credits depending on the length of the session

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
CCH Axcess™ Portal
Best Practices Consulting (Integrated)

Best Practices Consulting is designed to ensure a successful implementation of Portal. This session focuses on the primary action items related to Portal setup and developing a plan to roll Portal out to the firm’s client base. The integration with Document is also covered in great detail during the time allotted.


Course Objectives

  • Develop and implement a plan for rolling out Portal to clients
  • Outline firm-specific policies and procedures
  • Utilize email notifications and other settings/defaults

Who Should Attend?
The Portal Champions Team.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH Axcess Portal Setup Training
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificates included
  • Up to 15 (1-on-1)
  • Computer & Software Applications - 1-4 credits, depending on session length

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Best Practices Consulting (Stand-alone)

This course is a vital component to ensuring a successful implementation of Portal. By using your own Portal account, the experienced consultant is able to focus on the primary action items related to Portal setup and assist you with developing a plan to roll Portal out to your client base.


Course Objectives

  • Set-up and prepare your Portal system for client use
  • Develop and implement a plan for rolling out Portal to your clients
  • Outline firm-specific policies and procedures for the use of Portal

Who Should Attend?
The Portal Champions Team.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH Axcess Portal Administrator Training
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Computer Software & Applications - 2 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
CCH Axcess™ Practice
Implementation Consulting

CCH Axcess Implementation Consulting is designed to ensure a smooth implementation of CCH Axcess products. You’ll work with a single point of contact throughout the entire implementation process to meet all implementation objectives.


Course Objectives

  • Review hardware, software, and bandwidth requirements and recommendations
  • Analyze existing data for import into CCH Axcess
  • Install the Smart Client
  • Configure firm setting and defaults
  • Learn to create clients and staff
  • Configure security
  • Import clients
  • Migrate existing data

Who Should Attend?
IT and software champions.

Program Information

  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificates

Register Now

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

Designed to ensure a smooth implementation, a Wolters Kluwer consultant guides your implementation leaders through important setup decisions. Customers gain a head start on using CCH Axcess Practice to its full potential and learn how to implement our recommended best practices for different management processes.


Course Objectives

  • Assess implementation goals
  • Use the implementation checklist to create a Practice specific to-do list
  • Choose administrative level Practice settings, including A/R and billing settings
  • Understand and set-up various Practice lists
  • Create the organization’s service code structure
  • Evaluate and establish Practice security rights for staff members
  • Review Practice considerations in the client and staff profiles
  • Begin editing the Policies & Procedures Guide (8+ hour BP only)

Who Should Attend?
The Practice Champions Team.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Business Management & Organization - 4, 8 or 16 credits depending on length of session

Register Now

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

This course explores CCH Axcess Reports in detail, including processing standard reports, adding reports from the Firm Library to the Shared Library and My Reports areas, and creating basic custom reports. A review of advanced report writing is available for users requiring advanced custom reports.


Course Objectives

  • Navigate CCH Axcess Reports
  • Create custom Folders, Groups, and Reports
  • Launch previously exported reports from the Reports pane on the Dashboard

Who Should Attend?
Staff responsible for managing, creating, editing, and generating reports.

Program Information

  • Program Level: Basic to Advanced (the level will be determined by the consultant before the session)
  • Prerequisites: Completion of required CCH Axcess training and Advanced consulting
  • Preparation: A short meeting with the consultant before the scheduled session to identify key reporting needs
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Business Management & Organization - 2 credit

Register Now

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

Looking for additional CCH Axcess Practice Consulting? Practice Consulting is for customers needing additional one-on-one time with our experienced consultants. You may be relatively new to the application and need additional training or a more experienced user looking to capitalize on an area not previously explored. Create your own agenda to ensure the time spent is as valuable as possible.


Course Objectives

  • Determined by the attendees

Note: Order Practice Consulting in 1 hour, 2 hour, 4 hour, or 8 hour increments.

Who Should Attend?
Determined by the attendees and based on the agenda.

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • CPE eligibility, field of study, and CPE credits will vary based on custom content and length of sessions.

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
CCH Axcess™ Tax
Best Practices Consulting - Onsite

Designed to help you define the most effective way to use CCH Axcess Tax in your firm, our knowledgeable consultants work closely with you to understand your current workflow and then help you make the right decisions necessary to achieve maximum productivity in performing administrative tasks, and preparing and reviewing tax returns. The resulting redesigned workflow will lead you to increased efficiencies during tax season and all year long. This course will benefit new and existing customers alike.


Course Objectives

  • Understand firm environment, including departmental relationships
  • Improve firm Tax return process and preparation processes
  • Optimize firm settings and configurations
  • Understand and begin completion of the best practices documents

Who Should Attend?
The Tax Champions Team

Program Information

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

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Computer Software & Applications - 2-8 credits, depending on length of session

Register Now

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes up to 8 credits per day
Contact Us to Register
Best Practices Consulting - Web

Designed to help you define the most effective way to use CCH Axcess Tax in your firm, our knowledgeable consultants work closely with you to understand your current workflow and then help you make the right decisions necessary to achieve maximum productivity in performing administrative tasks, and preparing and reviewing tax returns. The resulting redesigned workflow will lead you to increased efficiencies during tax season and all year long. This course will benefit new and existing customers alike.


Course Objectives

  • Understand firm environment, including departmental relationships
  • Improve firm Tax return process and preparation processes
  • Optimize firm settings and configurations
  • Understand and begin completion of the best practices documents

Who Should Attend?
The Tax Champions Team and New Users to CCH Axcess Tax

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes up to 4 credits

Register Now

  • Web-based
  • Single-client training (1-on-1)
  • Up to 15 attendees
Contact Us to Register
Implementation Consulting

Implementation consulting is designed to ensure a smooth implementation of CCH Axcess products. You’ll work with a single point of contact throughout the entire implementation process to meet all implementation objectives.


Course Objectives

  • Review hardware, software, and bandwidth requirements and recommendations
  • Analyze existing data for import into CCH Axcess
  • Install the Smart Client
  • Configure firm setting and defaults
  • Learn to create clients and staff
  • Configure security
  • Import clients
  • Migrate existing data

Who Should Attend?
IT and software champions.

Program Information

  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificates

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
CCH Axcess™ Workstream
Implementation Consulting

CCH Axcess Implementation Consulting is designed to ensure a smooth implementation of CCH products. You'll work with a single point of contact throughout the entire implementation process to meet all implementation objectives.


Course Objectives

  • Review hardware, software and bandwidth requirements and recommendations
  • Analyze existing data for import into CCH Axcess
  • Install the Smart Client
  • Configure firm setting and defaults
  • Create clients and staff
  • Configure security
  • Import clients
  • Migrate existing data

Who Should Attend?
IT and Document champions

Program Information

  • Program Level: Basic
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificates

Register Now

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

Designed to ensure a smooth implementation, a CCH consultant guides your implementation leaders through important setup decisions. Customers gain a head start on using CCH Axcess Workstream to its full potential and learn how to implement our recommended best practices for creating projects.


Course Objectives

  • Assess implementation goals
  • Discuss setup items you need to complete for a successful implementation
  • Understand Project Types, Templates and Worksteps
  • Create and edit projects
  • Improve project workflow processes
  • Use the implementation checklist to create a Workstream specific to-do list
  • Begin editing the Policies & Procedures Guide (8+ hour BP only)

Note: Best Practices Consulting is available in a ½ day, one day or two day format.

Who Should Attend?
The Workstream Champions Team.

Program Information

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

Recommended CPE

  • CPE certificates included
  • Up to 15 (1-on-1)
  • Business Management & Organization - 4 credits, 8 credits or 16 credits depending on session length

Register Now

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

Looking for additional CCH Axcess Workstream consulting? Workstream consulting is for customers needing additional one-on-one time with our experienced consultants. You may be relatively new to the application and need additional training or a more experienced user looking to capitalize on an area not previously explored. Create your own agenda to ensure the time spent is as valuable as possible.


Course Objectives

  • Determined by the attendees

Note: Order Workstream Consulting in 1 hour, 2 hour, 4 hour, or 8 hour increments.

Who Should Attend?
Determined by the attendees and based on the agenda.

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • CPE eligibility, field of study, and CPE credits will vary based on custom content and length of sessions.

Register Now

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

CCH® ProSystem fx®

CCH® ProSystem fx® Document
Implementation Consulting

CCH ProSystem fx Document Implementation Consulting is designed to ensure a smooth implementation of CCH ProSystem fx Document. You’ll work with a single point of contact throughout the entire implementation process to meet all implementation objectives. This session is available for new customers and those that are migrating from the CCH foundation Document platform to CCH ProSystem fx Document.


Course Objectives

  • Review hardware, software and bandwidth requirements and recommendations
  • Analyze foundation data for migration into CCH ProSystem fx Document
  • Install the Smart Chart
  • Configure firm setting and defaults
  • Learn to create clients and staff
  • Configure security
  • Import clients
  • Migrate existing data from foundation Document
  • Integration with other CCH Software applications

Who Should Attend?
IT and Admin Personnel that need to be knowledgeable on client, staff, security and firm settings for CCH ProSystem fx Document

Program Information

  • Prerequisites: Working knowledge of general IT topics (e.g., networking and server operating systems)
  • Advanced Preparation: None
  • Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • No CPE certificates

Register Now

  • Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Best Practices Consulting

Our consultants will facilitate a step-by-step approach designed to integrate Document into your document management workflow in a way that meets your unique business needs. During this highly interactive session, the software will be configured to reflect every important best practices decision, which will be documented in a custom Policies & Procedures Guide.


Course Objectives

  • Understand managing and working with files in Document
  • Create a file migration and location plan to address your existing electronic information
  • Develop a scan workflow for paper documents
  • Maximize integration with other software applications
  • Understand all file properties and set-up a class/subclass list
  • Configure firm-wide setting, defaults, lists and user options

Who Should Attend?
The Document Champions Team

Program Information

  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Specialized Knowledge & Applications - 8 credits

Register Now

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

This session is customized and meant to assist firms with workflow issues, system configuration and expanding their overall use of Document. Many firms use this session, specifically, to develop non-client storage areas in the application.


Course Objectives

  • Refine current workflow processes, as they relate to CCH ProSystem fx Document
  • Review current file properties (e.g., classes and subclass) and make necessary changes
  • Develop non-client storage areas in Document (e.g., Administrative, Human Resources, Firm Management)

Who Should Attend?
The Document Champions Team

Program Information

  • Prerequisites: None
  • Program Level: Basic
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Specialized Knowledge & Applications - 2, 4 or 8 credits depending on the length of the session

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
CCH® ProSystem fx® Engagement
Best Practices Consulting (Premium)

This Premium session is day two of our full Best Practices consultation, which is structured as a 2-day course. Adding to the Standard Best Practices course, our Premium Best Practices session focuses on engagement management and workpaper management best practices. A knowledgeable consultant will guide your organization in completing a customized best practices/policies and procedures document to suit your business's workflow and organizational structure. Additional time will also be available to discuss more complex technical, procedural and functional implementation issues.


Course Objectives

  • Ensure an in-depth understanding of the Implementation Checklist and related best practices
  • Build a customized Firm Policies and Procedures guide for engagement management and workpaper management in CCH ProSystem fx Engagement's electronic workpaper environment
  • Develop additional firm standard binder templates

Who Should Attend?
Implementation Leaders/Champions Team, Administrative and IT Representatives.

Program Information

  • Program Level: Basic
  • Prerequisites: Best Practice Consulting - Standard
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Accounting — 8 credits

Register Now

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

This Standard session is day one of our full Best Practices consultation, which is structured as a 2-day course. Designed to ensure a smooth implementation, a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing Engagement. This preparation will provide the time to prepare, correct, or avoid common issues of implementing CCH ProSystem fx Engagement.


Course Objectives

  • Assess your firm's goals
  • Understand your business environment, including departmental relationships
  • Improve electronic processes
  • Develop an implementation plan utilizing our Implementation Checklist
  • Build a customized Firm Policies and Procedures guide for implementation and conversion to CCH ProSystem fx Engagement's electronic workpaper environment
  • Develop a standard binder template

Who Should Attend?
Implementation Leaders/Champions Team, Administrative and IT representatives.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Accounting — 8 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Best Practices Consulting (Half Day)

This Half Day session is designed to ensure a smooth implementation where a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing CCH ProSystem fx Engagement. This preparation will provide the time to prepare, correct, or avoid common issues of implementing CCH ProSystem fx Engagement.


Course Objectives

  • Assess your firm's current procedures and long-term goals
  • Understand your business environment, including departmental relationships
  • Improve electronic processes
  • Develop an implementation plan utilizing our Implementation Checklist
  • Build a customized Firm Policies and Procedures guide for implementation and conversion to CCH ProSystem fx Engagement's electronic workpaper environment
  • Discuss the development of a standard binder template

Who Should Attend?
Implementation Leaders/Champions Team, Administrative and IT representatives.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Accounting — 4 credits

Register Now

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

A well informed IT department is essential for a successful implementation of CCH ProSystem fx Engagement. Learn how to properly install, maintain and support this product.


Course Objectives

  • Fit Engagement into your network environment
  • Understand installation procedures and issues
  • Ensure inclusion of hardware and software requirements
  • Understand data backup policies and procedures
  • Integrate Microsoft Word and Excel, and Adobe Acrobat
  • Understand maintenance, support, and back-end support
  • Manage SQL Express, SQL Standard or Enterprise
  • Understand the database behind CCH ProSystem fx Engagement
  • Understand file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Who Should Attend?
IT Personnel

Program Information

  • Program Level: Basic
  • Prerequisites: Network experience
  • 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
Post-Implementation Best Practices Consulting

Get the CCH ProSystem fx Engagement guidance and recommendations that you need to resolve issues and improve efficiencies after implementing the software.


Course Objectives

  • Clearly understand the best practices for working in Engagement
  • Determine if your current workflow and processes are efficient and consistent with Engagement best practices
  • Determine if other Wolters Kluwer products or training is necessary in order to become more efficient

Who Should Attend?
CCH ProSystem fx Engagement’s Champions Team or experienced staff users.

Program Information

  • Program Level: Beginner
  • Prerequisites: Training I (A&A) and Best Practices Consulting
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15
  • Management and Advisory Services – 2 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Training & Consulting Services Preparation

Get the CCH ProSystem fx Engagement and Knowledge Coach (if applicable) guidance that you need to successfully prepare for software training.


Course Objectives

  • Set up staff groups, users, and central file rooms in the Engagement Administrator module
  • Download and Assign Engagement and/or Knowledge Coach licenses
  • Test the software properly
  • Set up the training environment properly and download the necessary training materials

Who Should Attend?
Those responsible for IT, CCH ProSystem fx Engagement’s Administrator module, or other training administrators.

Program Information

  • Program Level: Beginner
  • Prerequisites: CCH ProSystem fx Engagement and Knowledge Coach (if applicable) must be installed
  • 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
CCH® ProSystem fx® Knowledge Coach
Best Practices Consulting

This course offers guidance on the procedures necessary to successfully implement and maintain CCH ProSystem fx Knowledge Coach.


Course Objectives

  • Firm planning and implementation and on-going management
  • Analysis of software proficiency
  • Technology implementation and on-going management
  • Firm content management
  • Engagement content management

Who Should Attend?
Implementation team of 3-5 power users comprised of auditors with varying levels of responsibility, such as staff, senior, manager and partner.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel® and Windows and CCH ProSystem fx Knowledge Coach Training
  • Advanced Preparation: CCH® Learning & Development Academy - Knowledge-Based Audit Methodology Training
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • 1 per attendee
  • Up to 15 (1-on-1)
  • Auditing — 4 Credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Small Firm Implementation Best Practices Consulting

This course provides guidance for the procedures necessary to successfully implement and maintain CCH ProSystem fx Knowledge Coach for a firm with five or fewer users.


Course Objectives

  • Firm planning and implementation and on-going management
  • Analysis of software proficiency
  • Technology implementation and on-going management
  • Firm content management
  • Engagement content management

Who Should Attend?
Implementation team of 1-5 users with varying levels of responsibility, such as staff, senior, manager and partner.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel® and Windows®, CCH ProSystem fx Knowledge Coach Training
  • Advanced Preparation: CCH Learning & Development Academy - Knowledge-Based Audit Methodology Training
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • 1 per attendee
  • Up to 5 attendees
  • Auditing — 2 Credits

Register Now

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
CCH® ProSystem fx® Practice Management
IT Consulting

Course Objectives

  • Understand installation procedures and issues
  • Review hardware and software requirements
  • Implement data backup policies and procedures
  • Learn maintenance, support, and back-end support
  • Configure SQL Express/SQL
  • Understand the ProSystem fx Practice Management database
  • Review file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Who Should Attend?
IT Personnel

Program Information

  • Program Level: Basic
  • Prerequisites: Working knowledge of general IT topics (e.g. networking and server operating systems)
  • Read Policies

Recommended CPE

  • No CPE Certificate(s)

Register Now

  • Web-based
  • Multi-client training (MTS)
Contact Us to Register
Best Practices Consulting

Designed to ensure a smooth implementation, a knowledgeable consultant will guide your firm's implementation leaders through important decisions within the software. During a one-day format, new customers gain a head start on using the software to its full potential. The consultant will also review program setup items and data conversion preparation. During a two-day format, attendees will have the opportunity to complete their own Policies & Procedures guide. Additional time is also available to discuss more complex technical, procedural, and functional implementation issues.


Course Objectives

  • Assess implementation goals
  • Discuss setup items you need to complete for a successful conversion
  • Use the implementation checklist to create a to-do list for conversion and implementation
  • Make assignments and set due dates in the implementation checklist
  • Begin updating the Policies & Procedures guide to build best practices specific to your company
  • Complete the Policies & Procedures guide (two day format only)
  • Work through complete multi-office or large-scale implementations (two day format only)

Note: Best Practices Consulting is available in a one day or two day format.

Who Should Attend?
Practice Management Champions Team

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Business Management & Organization — 8 credits or 16 credits (credits are dependent on length of session)

Register Now

  • Web-based
  • Multi-client training (MTS)
Contact Us to Register
Consulting - Hourly

Looking for additional Practice Management 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 attendees

Note: Order Practice Management Consulting in 1 hour, 2 hour, 4 hour, or 8 hour increments.Services are billed at the actual time, rounded to the nearest half hour. Amount of time needed will be based on the agenda.

Who Should Attend?
Determined by the attendees

Program Information

  • Program Level: Basic to Advanced based on the consulting agenda
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • CPE eligibility, field of study, and CPE credits will vary based on custom content and length of sessions.

Register Now

  • Web-based
  • Multi-client training (MTS)
Contact Us to Register
CCH® ProSystem fx® Scan
Best Practices

Designed to help ensure you have a smooth implementation with CCH ProSystem fx Scan, our knowledgeable consultants guide firm implementation leaders/champions though important considerations necessary to progress further into the paperless preparation arena. This session will provide the Champions Team with a thorough understanding of how the CCH ProSystem fx Scan application can best fit in your environment. We will look at your current workflow process and guide you in the implementation. Our consultants will use their experience to make recommendations for a more efficient process.


Course Objectives

  • Understand the various components of your paperless preparation process.
  • Understand the options for moving forward and efficiencies that can be gained.
  • Implement the PDFlyer tools and take control over the electronic workpapers.
  • Optimize your firm’s paperless 1040 workflow.

Who Should Attend?
Scan Champions Team – this team is responsible for implementation and/or ongoing management of CCH ProSystem fx Scan and should include representation from each department in the firm that is involved in the process.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Computer Software & Applications – 3 Credits

Register Now

  • Web-based
  • Multi-client training (MTS)
Contact Us to Register
IT Consulting

A well informed IT department is essential for a successful implementation of CCH ProSystem fx Scan. Learn how to properly install, maintain and support this product.

Note: MANDATORY for Scan purchases.


Course Objectives

  • Understand installation procedures and issues.
  • Review hardware and software requirements.
  • Optimize scanner and application setting.
  • Review the file storage, file sharing and security requirements (including the Citrix/Terminal Server).
  • Test application to ensure proper functionality in installed environment.

Program Information

  • Prerequisites: None
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • No CPE certificates

Register Now

  • Web-based
  • Multi-client training (MTS)
Contact Us to Register
CCH® ProSystem fx® Tax
IT Consulting

A well informed IT department is essential for a successful implementation of CCH ProSystem fx Tax. Learn how to properly install, maintain and support this product.


Course Objectives

  • Installation procedures and issues
  • Hardware and software requirements
  • Implement data backup policies and procedures
  • Maintenance, support, and back-end support
  • File storage, file sharing and security requirements (including the Citrix/Terminal Server)

Who Should Attend?
IT Personnel

Program Information

  • Program Level: Basic
  • Prerequisites: Network experience
  • 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
Best Practices Consulting - Onsite

Designed to help you define the most effective way to use CCH ProSystem fx Tax in your firm, our knowledgeable consultants work closely with you to understand your current workflow and then help you make the right decisions necessary to achieve maximum productivity in performing administrative tasks, and preparing and reviewing tax returns. The resulting redesigned workflow will lead you to increased efficiencies during tax season and all year long. This course will benefit new and existing customers alike.


Course Objectives

  • Set up Office Manager and configure tax preparation
  • Create Organizers and Pro Forma returns
  • Import and export data efficiently
  • Optimize preparer and reviewer workflow tools
  • Understand and begin completion of the best practices documents

Who Should Attend?
Tax Champions Team – this team is responsible for implementation and/or ongoing management of CCH ProSystem fx Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to CCH ProSystem fx Tax course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes up to 8 credits per day

Register Now

  • On-site
  • Single-client training (1-on-1)
  • Up to 15 attendees
Contact Us to Register
CCH® ProSystem fx KnowledgeConnect
IT Consulting

CCH KnowledgeConnect IT Consulting is designed to ensure a smooth implementation of the CCH KnowledgeConnect software. Your IT Consultant will install the software, configure applicable integration points and review the setup and maintenance of this product with you. These sessions are specifically designed for customers that are implementing the On-Premise version CCH KnowledgeConnect.


Course Objectives

  • Review the hardware, software and network requirements
  • Install the CCH KnowledgeConnect software
  • Configure the applicable integration points
  • Review the setup and maintenance of the CCH KnowledgeConnect software

Who Should Attend?
IT Personnel

Program Information

  • Prerequisites: Working knowledge of general IT topics (e.g., networking and server operating systems)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificates

Register Now

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

This course focuses on ensuring a smooth and successful implementation of CCH KnowledgeConnect by addressing not only the administrative settings of the system, but the firm policies that must be adjusted to create efficiencies around the use of CCH KnowledgeConnect.


Course Objectives

  • Assess your current state of knowledge management.
  • Understand system setup requirements, including system roles, communities and subcommunities, business rules, system tools and integration.
  • Effectively manage the CCH KnowledgeConnect system.
  • Identify the key factors for a successful implementation.

Who Should Attend?
The CCH KnowledgeConnect Champions Team.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • On-site or Web-based, Single-client Training
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on-1)]
  • Business Management & Organization — 4 or 8 credits, depending on length of session

Register Now

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

This course focuses on making any necessary adjustments to your firm’s CCH KnowledgeConnect system based on early experiences with the application. After reviewing your firm’s feedback, the consultant will suggest ways to maximize the use of CCH KnowledgeConnect.


Course Objectives

  • Evaluate the firm’s usage of CCH KnowledgeConnect
  • Identify top user
  • Review and make adjustments to communities, subcommunities, business rules and system roles
  • Establish long-term goals for continued success

Who Should Attend?
The CCH KnowledgeConnect Champions Team

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Business Management & Organization - 2 credits

Register Now

  • Web-based
  • Single-client training (1-on-1)
Contact Us to Register
CCH® Site Builder

For information about training with CCH Site Builder, please use the contact form on the CCH Site Builder website accesssable from the link below.

Contact Us to Register
CCH® Audit Accelerator
Best Practices Consulting

This course provides helpful information and best practices to aid in the firm’s use and evaluation of CCH Audit Accelerator during the allotted trial period. This session is designed for the CCH Audit Accelerator Champions Team as they use the solution and prepare for the firm wide training session and product rollout. Guidance is provided to help users quickly find answers to common questions or obtain further assistance for issues that may arise as part of the implementation and ongoing use of the solution. CCH Audit Accelerator is an intuitive, easy to learn and use, secure, 100% cloud-based application designed to increase a firm’s audit efficiency, enhance audit quality, and improve the overall client experience for both the firm and its clients.


Course Objectives

  • Identify members of the firm’s CCH Audit Accelerator Champions Team
  • Utilize best practices to help ensure a successful implementation
  • Upload client accounting data and utilize CCH Audit Accelerator reports
  • Formulate goals for the champions team with respect to preparation for the firm wide training
  • Understand the value of pairing CCH Audit Accelerator with the use of data analytic software such as TeamMate Analytics

Who Should Attend?
All members of the firm’s CCH Audit Accelerator Champions Team

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Auditing — 2 Credits

Register Now

  • Web-based
  • Single-client training (1-on-1)
Contact Us to Register
CCH ProSystem fx Workpaper Manager
Best Practices Consulting

This session is designed to ensure a smooth implementation, a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing CCH ProSystem fx Workpaper Manager. This preparation will provide the time to prepare, correct, or avoid common issues of implementing CCH ProSystem fx Workpaper Manager.


Course Objectives

  • Assess your organization's goals
  • Understand your business environment, including departmental relationships
  • Improve electronic processes
  • Develop an implementation plan utilizing our Implementation Checklist
  • Build a customized Policies and Procedures guide for implementation and conversion to CCH ProSystem fx Workpaper Manager's electronic workpaper environment

Who Should Attend?
Implementation Leaders/Champions Team & Administrative and IT representatives

Program Information

  • Program Level: Basic
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Accounting - 8 credits for full day session or 4 credits for half day session

Register Now

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

A well informed IT department is essential for a successful implementation of CCH ProSystem fx Workpaper Manager. Learn how to properly install, maintain and support this product.


Course Objectives

  • Fit CCH ProSystem fx Workpaper Manager into your network environment
  • Understand installation procedures and issues
  • Ensure inclusion of hardware and software requirements
  • Understand data backup policies and procedures
  • Integrate Microsoft® Word and Excel® as well as Adobe® Acrobat®
  • Understand maintenance, support, and back-end support
  • Manage SQL Express, SQL Standard or Enterprise
  • Understand the database behind ProSystem fx Workpaper Manager
  • Understand file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Who Should Attend?
IT Personnel

Program Information

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

Recommended CPE

  • No CPE certificate(s) included

Register Now

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

Research Training and Consulting Services

Client Relate™
Best Practices Consulting

Designed to ensure a smooth implementation of ClientRelate into your current workflow, our consultants will guide your firm’s implementations leaders through important decisions necessary to ensure ClientRelate is used to its full potential. You will also learn how to turn client information into increased revenue by alerting you to new tax law developments and identify affected clients and new service areas.


Course Objectives

  • Assess firm implementation goals for the various aspects of the ClientRelate workflow
  • Provide solutions to manage resources and integrate ClientRelate into the daily workflow
  • Review current workflow areas and suggest implementation procedure and policy
  • Recommend steps and processes to create value within the firm by helping to communicate timely issues and enhance client relationships
  • Review growth opportunities for the practice within ClientRelate

Who Should Attend?
ClientRelate Champions Team

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to CCH IntelliConnect
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

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

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