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

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

CCH Axcess™ Document (Document) is a Document Management System (DMS) that will replace some or, in many cases, all of the firm’s current electronic file structure. Implementing a dynamic DMS and developing a workflow designed to move the firm towards a paperless (or less paper) office will improve overall efficiency.


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 paper documents
  • Understand all file properties and setup a class/subclass list
  • Configure firm-wide settings, defaults, lists, and user options

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-on-1)
  • Business Management & Organization – 2 to 8 credit hours.

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Managing User Permissions in CCH Axcess

Ensuring that user permissions and security rights are configured properly is fundamental to successfully using CCH Axcess. The content of this course focuses on recommended security methods covering a wide range of business rules and practices. This is important because effective security plans minimize administrative maintenance and complexity. This course is designed to guide you through implementing proper security permissions for all staff and clients using various methods including organizational units, access groups, attributes, and security groups.


Course Objectives

  • Manage User Permissions in CCH Axcess
  • Leverage Security Groups per Staff Level
  • Understand Client and Staff Access Groups
  • Understand License and Product Access
  • Quickly manage Staff Profile Security assignments

Who Should Attend
All staff in-charge of managing permissions across all modules of CCH Axcess.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Working knowledge of CCH Axcess and staff responsibilities
  • Advanced Preparation: Ability to login to CCH Axcess with Full Permissions
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on1)
  • Business Management & Organization – 2 credit hours

Register Now

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

The CCH Axcess™ Document Setup Training course content focuses on a group of important options and features you must setup for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must setup in order to begin working with Document.


Course Objectives

  • Understand managing and working with files in Document
  • Maximize integration with other software applications
  • Understand all file properties and set-up a class/subclass list
  • Configure firm wide settings, defaults, lists, and user options

Who Should Attend
The Document 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 credits

Register Now

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

End User Training

This course is designed to provide training on the basic functions and features of CCH Axcess™ Document.


Course Objectives

  • Understand the purpose and benefits of Document
  • Learn to navigate the Document user interface
  • Understand how to add various types of files to Document
  • Know the options for searching for files and organizing lists of files
  • Understand the features and functions available to work with and manage files in Document

Who Should Attend
New CCH Axcess™ Document users

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 – 2-4 credits

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)

This course is designed to assist firms in using CCH Axcess™ Integrated Portal (Portal) with taking client collaboration to the next level. We will focus on best practices for implementing Portal while also stressing the key components of on-going maintenance. Particular attention will be paid to the importance of developing a solid plan for rolling out the Portal to your clients. By taking advantage of the solution’s more advanced features and developing standardized policies and procedures, firms of all sizes and specialties may increase across the board and truly take client collaboration to the next level.


Course Objectives

  • Understand the best practices for Portal creation, management, and every day usage
  • Develop and implement a plan for rolling out Portal to clients
  • Outline firm-specific policies and procedures for Portal

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
Setup Training (Integrated)

Setup Training focuses on the most important setup and configuration items in the application. The integration with Document is also covered in great detail during the time allotted.


The CCH Axcess™ Integrated Portal (Portal) Setup Training course focuses on the product’s core settings so that you and your clients can begin working with Portal as quickly as possible. Portal is designed to facilitate client collaboration in a secure environment. As more and more regulatory bodies begin to dictate the ways in which sensitive information may be transmitted electronically, solutions like Portal become invaluable to accounting firms and other professional service organizations. By taking advantage of this solution, you will increase efficiency and take client collaboration to the next level.


Course Objectives

  • Understand client system considerations, user perspectives and roles in Portal
  • Create and manage portals, folder templates, firm users, and portal users
  • Edit email notifications
  • Locate and understand the account information in Portal
  • Understand the integration with Document

Who Should Attend?
The Portal Champions Team.

Program Information

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

Recommended CPE

  • CPE certificate 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
End User Training (Integrated)

End User Training is designed to ensure that all staff members understand the key components of Portal and how it fully integrates with Document. The focus of this session is on the end user’s perspective; it does not cover administrative topics in detail.


This course provides introductory training on CCH Axcess™ Portal (Portal). Portal is a quick and secure file exchange application that integrates seamlessly with CCH Axcess™ Document (Document). This course will cover basic functions and features for using portal in the accounting firm environment.


Course Objectives

  • Understand how Portal integrates with Document
  • Publish files to Portal from Document. And unpublish them from Portal
  • Approve files into Document that were uploaded to Portal by the client
  • Understand the client’s perspective of Portal

Who Should Attend?
New Portal users.

Program Information

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

Recommended CPE

  • CPE certificates included
  • Up to 15 (1-on-1)
  • Computer Software and Applications - 1 credit

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.


This session is designed to assist firms using CCH Axcess™ Portal with taking client collaboration to the next level. We will focus on best practices for implementing Portal while also stressing the key components of on-going maintenance. Particular attention will be paid to the importance of developing a plan for rolling out Portal to your clients and taking advantage of integration with other CCH products.

Portal is based on client collaboration in a secure environment. As more and more regulatory bodies begin to dictate the ways in which sensitive information is transmitted electronically, solutions like Portal become invaluable to accounting firms and other professional service organizations. By taking advantage of the software’s advanced features and developing standardized policies and procedures, firms of all sizes and specialties may increase efficiency across the board and truly enable client collaboration.


Course Objectives

  • Prepare Portal 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
Administrator Training (Stand-alone)

This course is designed to provide administrative training on CCH Axcess™ Portal, an easy-to-use and secure file exchange application. Not only can accounting firms securely transfer electronic files to their clients through Portal, they can also securely receive files from their clients as well. There is no file upload size limit associated with Portal, which makes it a perfect tool for the exchange of large files.


Course Objectives

  • Understand system considerations, user perspectives and roles of Portal
  • Understand the components of the Portal Home Page
  • Create and manage portals, folder templates, firm users, and portal users
  • Manage folder level permissions, custom folders, and other portal specific capabilities
  • Edit email notifications
  • Manage deleted and expired portal files within the Recycle Bin

Who Should Attend

  • Staff responsible for initial setup and ongoing maintenance of Portal and those who will attend the Portal Best Practices Consulting, if applicable.
  • Those who will attend the Portal Best Practices Consulting, if applicable

Program Information

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

Recommended CPE

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

Register Now

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

Register Now

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
End User Training (Stand-alone)

This introductory course teaches staff members to become familiar with the features of CCH Axcess™ Portal (Stand-alone), specifically how to add, search for, and manage files that are being shared with your clients.


This course provides introductory training on CCH Axcess™ Portal. Portal is a secure file exchange application that enables accounting firms to both transfer and receive electronic files in a secure environment. There is no file upload size limit associated with Portal, which also makes it a perfect tool for the transmission of large files. This course will cover basic functions and features for using Portal in the accounting firm environment.


Course Objectives

  • Navigate and utilize all areas of the Portal homepage
  • Upload files to Portal and retrieve files added by your clients
  • Search for files within Portal
  • Manage and work with files in Portal

Who Should Attend?
All Portal users.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Computer Software & Applications - 1 credit

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
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

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
Managing User Permissions in CCH Axcess

Ensuring that user permissions and security rights are configured properly is fundamental to successfully using CCH Axcess. The content of this course focuses on recommended security methods covering a wide range of business rules and practices. This is important because effective security plans minimize administrative maintenance and complexity. This course is designed to guide you through implementing proper security permissions for all staff and clients using various methods including organizational units, access groups, attributes, and security groups.


Course Objectives

  • Assign product licenses to control access to specific CCH Axcess modules
  • Maximize security permissions for staff and clients
  • Manage security groups with effectiveness and efficiency
  • Use attributes to facilitate security assignments quickly
  • Understand Client Access Groups
  • Understand Staff Access Groups

Who Should Attend?
All staff in-charge of managing permissions across all modules of CCH Axcess.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Working knowledge of CCH Axcess and staff responsibilities
  • Advanced Preparation: Ability to log in as Firm Administrator
  • Read Policies

Recommended CPE

  • CPE certificates included
  • Up to 15 (1-on-1)
  • Business Management and Operations — 2 credits

Register Now

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

In today’s world, accounting firms have access to more data than ever before and understanding the fundamentals of business intelligence is often cited as a critical component to the success of the modern CPA firm. Using Microsoft Power BI, you can create a true business intelligence platform, and this course will get you started on that path. Pairing Power BI and Wolters Kluwer (WK) Products can help your firm run more efficiently, understand your Key Performance Indicators (KPIs), and deliver interactive dashboards that are the cornerstone for informed decision making. This course utilizes WK product-oriented datasets in guided steps to help the professionals in the firm learn the fundamentals of Power BI. By using real world situations (tax season, WIP listings, etc.), we teach not only how to pull the information you need, but how to create new connections from the information you have. While this course works with Power BI and WK products, the ability to use other datasets is discussed as well as how to create relationships between unaffiliated datasets. We will also share advanced Power BI and Power Query tips, including how to create Hierarchy drilldowns and slicers which help the consumers of your business information navigate effortlessly to the information they need.


Course Objectives

  • Understand how to Connect to Datasets from inside Microsoft Excel/Power BI
  • Understand basic table relationships
  • Understand how to cleanse Data using Query Editor
  • Create Dashboards using Power BI visualizations

Who Should Attend?
IT Personnel

Program Information

  • Program Level: Intermediate
  • Prerequisites: Basic understanding of Microsoft Excel
  • Advanced Preparation: None
  • Web-based
  • Read Policies

Recommended CPE

  • CPE certificates included [Up to 15 (1-on-1)]
  • Specialized Applications – 3 credits

Register Now

  • Web-based
Contact Us to Register
Power BI Workshop

This workshop is designed for firms who want specialized assistance using Microsoft Power BI and have already taken our Introduction to Power BI course. During this workshop, one of our consultants will help you create custom reports/data visualization using Power BI.


Course Objectives

Use Power BI to create custom reports in a hands-on, workshop environment

Who Should Attend?
IT Personnel

Program Information

  • Program Level: Advanced
  • Prerequisites: Introduction to Power BI course
  • Advanced Preparation: Identify at least one custom report/data visualization you wish to create during the workshop
  • Web-Based
  • Read Policies

Recommended CPE

  • No CPE certificates

Register Now

  • Web-based
Contact Us to Register
Setup

Course content focuses on a group of important options and features you must set up for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must set up in order to prepare for migration.


The CCH Axcess™ Practice (Practice) Setup course content focuses on a group of important options and features you must set up for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must set up in order to prepare for conversion.


Course Objectives

  • 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

Who Should Attend
Staff involved in determining your firm’s Practice setup.

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 credits

Register Now

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

This course focuses on features necessary for you to administer the day-to-day processes, enter and track accounts receivable activity, and use standard reports and grid views to track information throughout Practice. An efficient accounts receivable process is important to ensure timely cash flow and accurate record keeping. Our philosophy of viewing information on-screen, thereby streamlining management processes drives the Reports Manager portion of this course.


Course Objectives

  • Enter time and expenses on behalf of other staff members
  • Create Time Capture views
  • Understand Time Capture tools
  • Set the Reconciliation Date and process your Fiscal Year End
  • Create Billing Fee Agreement templates
  • Print, post, and reverse invoices
  • Enter, post, and correct accounts receivable transactions
  • Print accounts receivable statements
  • Manage clients in the Client Manager
  • Set report options for standard reports

Who Should Attend?
Staff responsible for managing day-to-day operations, including managing clients, time, billing and A/R.

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 credit hours

Register Now

  • Single-client training (1-on-1)
Contact Us to Register
Invoice Template Workshop

This hands-on Workshop focuses on saving time during the billing process by automatically applying predetermined invoice templates. You may take advantage of default invoice templates, create your own custom invoice templates, or implement a library of invoice paragraphs that can be used anytime during the billing process. This workshop will discuss the benefits of each option and assist you with setup to ensure success.


Course Objectives

  • Understand the components of the Invoice and Statement Content Manager
  • Design headers and footers for invoices and statements
  • Create a library of Invoice Paragraphs
  • Identify the benefits of using default and custom Invoice templates
  • Use Invoice Statuses to streamline your on-screen billing processes

Who Should Attend?
Those involved with setting up Invoice Templates for your organization

Program Information

  • Program Level: Basic
  • Prerequisites: Data migration/conversion complete (if applicable)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

  • Single-client training (1-on-1)
Contact Us to Register
Biller

The Practice Biller course content focuses on efficient billing practices and features to ensure timely, profitable billing. We follow the philosophy that having WIP, prior invoice, and A/R information at your fingertips saves time and money. Keeping management updated on the status and progress of client accounts is the fundamental concept that drives our session objectives.


Course Objectives

  • Select clients to bill
  • Analyze client WIP and make corrections
  • Make billing decisions
  • Generate progress bill
  • Create and edit invoices
  • Review, finalize, and post invoices

Who Should Attend
Any staff dealing with billing, WIP analysis/correction, invoicing and bill approval.

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 credit hours

Register Now

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

This course content focuses on basic navigation principles and reviews the most efficient way to enter and post time and expense transactions. In addition, you will learn about the user customizable Dashboard, which allows you to immediately see key information after entering CCH Axcess Practice. The philosophy that everyone benefits from receiving information quickly and entering time and expenses efficiently drives this course.


Course Objectives

  • Enter time and expenses, including CPE transactions
  • Update a project status through Time Capture*
  • Edit and post completed transactions
  • Work with clocks
  • Customize the Dashboard to monitor notifications and project assignments*
  • Use the Client Dashboard to research client information

*Certain notifications and project functions require a license for CCH Axcess Workstream

Who Should Attend?
All staff entering time or expenses, researching client information or updating a project status in Time Capture (if licensing for CCH Axcess Workstream). New customers: attend this course immediately prior to your CCH Axcess Practice go live date.

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 - 1 credit

Register Now

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

The Practice Reports Consulting explores the 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: Intermediate
  • Prerequisites: Completion of required CCH Axcess training
  • 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 experienceduser looking to capitalize on an area not previously explored. Create your own agenda to ensure the time spent is as valuable as possible.


Practice Custom Consulting is for customers needing additional one-on-one time with our expert consultants. Create your own agenda or present a challenge to us and we will propose a solution. Benefit from the opportunity to have an expert consultant devise solutions tailored to your firm’s unique needs. A Custom session could also be devoted to Q&A, multiple topics combined for a refresher course, or for new hires.


Course Objectives

  • Determined by the attendees. Provide anticipated agenda to the assigned consultant prior to the scheduled session.

Note: Custom Consulting can be purchased in 1 hour, 2 hour, 4 hour, or 8 hour increments

Who Should Attend?
Determined by the attendees based on the requested agenda

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: None
  • Advanced Preparation: Communicate with the assigned consultant in order to develop an agenda

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
Optimizing CCH Axcess Practice

This course is designed for the seasoned firm and will help ensure you are capitalizing on the latest enhancements and features of CCH Axcess Practice. During this session, we will explore your current setup, discuss internal processes, introduce the latest features, and determine if changes need to be made to progress towards a profitable and productive use of the application.


Course Objectives

  • Discover recent enhancements
  • Leverage the Home and Client Dashboard Panes
  • Streamline billing procedures
  • Shorten your Cash Conversion Cycle (CCC) using ePay
  • Review Time Entry policies
  • Manage Client and Staff Information (Including Update Multiple)
  • Examine Invoice Templates

Who Should Attend?
The CCH Axcess Practice Champions Team

Program Information

  • Program Level: Intermediate
  • Prerequisites: Must have been using Practice for at least 1 year OR 1 full busy season
  • Advanced Preparation: Ability to login to CCH Axcess with administrative permissions
  • Web-based
  • Read Policies

Recommended CPE

  • CPE certificates included [Up to 15 (1-on-1)]
  • Business Management & Organization – 2 credits

Register Now

  • Web-based
Contact Us to Register
CCH Axcess™ Tax
Optimizing Your Tax Preparation Using CCH Axcess™ Tax

This course is designed to help you optimize the input process and review processes for CCH Axcess™ Tax in your office. One of our expert consultants will take you through various scenarios encountered in your clients’ 1040, 1065, 1120, and 1120S tax filings to ensure that you are able to optimally utilize CCH Axcess™ Tax and become as efficient as possible.


Course Objectives

  • Master the best processes for optimizing the data input process
  • Master the best processes for optimally reviewing returns on-screen
  • Optimize your input processes for the following items:
    • Multi-state processing within a 1040 return
    • Partnership special allocations
    • Change in ownership and transfer of capital
    • Reporting book-to-tax differences
    • Filing Schedule M-2 within 1065 and 1120S returns
    • Consolidated tax filings

Who Should Attend?
All CCH Axcess™ Tax users who have taken our basic introductory courses and spent time working in tax returns applying that knowledge

Program Information

  • Program Level: Intermediate
  • Prerequisites: Introduction to CCH Axcess™ Tax or equivalent experience
  • Advanced Preparation: None
  • Web-Based
  • Read Policies

Recommended CPE

  • CPE Certificates (included [Up to 15 (1-on-1)]
  • Taxes - 2 credits

Register Now

  • Web-based
Contact Us to Register
Administration & E-Filing

This course includes an overview of the day-to-day processing of tax returns, as well as an introduction to the Dashboard, Return Manager, Batch Manager and e-file return tracking.


Course Objectives

  • Use Return Manager to sort and open returns
  • Print returns
  • Use Batch Manager to process organizers and roll forward returns
  • Upload returns for e-filing
  • Use the Electronic Filing Status System to track returns

Who Should Attend?
Administration staff and IT personnel.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 2 credits

Register Now

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

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

Learn how to prepare Corporation and S Corporation tax returns in CCH Axcess Tax, utilizing the intuitive and easy-to-use Worksheet View interface.


Course Objectives

  • Identify the appropriate worksheets for efficient return preparation
  • Generate C or S Corporation returns
  • Complete Schedules L, M-1, M-2 and M-3
  • Understand and Import multi-state allocation and apportionment data

Who Should Attend?
Any staff preparing/reviewing Corporation tax returns.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH Axcess Tax — Introduction course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 2 credits

Register Now

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

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

This workshop is designed for firms who want specialized assistance using the Correspondence Manager module within CCH Axcess. During the workshop, with the guidance of a Tax Software Consultant, you will make edits to your firm tax return correspondence.


Course Objectives

  • Use Correspondence Manager to modify your firms tax return correspondence

Who Should Attend?
Firm members who will be responsible for editing the firms' tax return correspondence such as Transmittal letters, Cover Letters and Filing Instructions.

Program Information

  • Program Level: Advanced
  • Prerequisites: Introduction to Correspondence Manager course
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes - 2 credits

Register Now

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

Discover the distinguishing features and functions of CCH Axcess Tax. See how the new technology features will provide your company improved ease-of-use in the tax preparation process. New terminology associated with similar CCH ProSystem fx Tax functions will also be discussed.


Course Objectives

  • Utilize new features and functions
  • Understand the Dashboard and Return Manager
  • Create and customize views in Return Manager
  • Navigate the screen layout of CCH Axcess Tax Worksheet View
  • Use Correspondence Manager to edit letters in a return

Who Should Attend?
All experienced CCH ProSystem Tax users transitioning to CCH Axcess Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: Prior experience using CCH ProSystem fx Tax
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE Certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes – 2 credits

Register Now

  • On-site or 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

Recommended CPE

  • No CPE certificates

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Introduction to CCH MY1040Data

This course introduces you to creating My1040Data organizers in CCH Axcess Tax.


Course Objectives

  • Configure your firm’s My1040Data
  • Process organizers for new and existing Clients
  • Check the status of an organizer
  • View attachments
  • Download your client’s completed organizer
  • Print attachments and route them to CCH® ProSystem fx® Scan

Who Should Attend?
Administration staff and managers.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Computer Software & Applications - 1 credit

Register Now

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

Learn how to prepare Individual tax returns using CCH Axcess Tax. This session is conducted using the intuitive and easy-to-learn Worksheet View interface.


Course Objectives

  • Understand income and deduction data entry
  • Enter asset data for depreciation calculations
  • Import K-1 data from passthrough returns
  • Process multi-state, kiddie tax and amended returns

Who Should Attend?
Any staff preparing/reviewing Individual tax returns.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH Axcess Tax — Introduction course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 2 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
Introduction

Using the intuitive and easy-to-use Worksheet View interface, this course addresses system navigation, tools and return template types.


Course Objectives

  • Understand the Dashboard and Return Manager
  • Import and export from/to Microsoft® Excel®
  • Utilize the program Help features
  • Review returns efficiently on screen
  • View and edit letters using Correspondence Manager
  • Use the Print and Print Preview options

Who Should Attend?
The Tax 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)
  • 1 per attendee (MTS)
  • Taxes - 2 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
Introduction to Correspondence Manager

This course is designed for firm staff members want to learn how to navigate and utilize the functions of the Correspondence Manager module within CCH Axcess. Upon completion of this course you can setup and make changes to the correspondence for tax returns your firm prepares.


Course Objectives

  • Understand the functional rights for Correspondence Manager
  • Access and navigate Correspondence Manager
  • Understand Correspondence Manager options
  • Understand Conditions, Expressions and Grammar Variables

Who Should Attend?
Firm members who will be responsible for editing the firms’ tax return correspondence such as Transmittal letters, Cover Letters and Filing Instructions.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 2 credits

Register Now

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

Learn how to easily prepare Partnership tax returns in CCH Axcess Tax, utilizing the intuitive and easy-to-use Worksheet View interface.


Course Objectives

  • Identify the appropriate worksheets for efficient return preparation
  • Complete Schedules L, M-1, M-2 and M-3
  • Understand and Import multi-state allocation and apportionment data
  • Import partner data and export K-1 data to other returns
  • Allocate Income and Deduction items using Special Allocations or Ratios

Who Should Attend?
Any staff preparing/reviewing Partnership tax returns.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH Axcess Tax — Introduction course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 2 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
Managing User Permissions in CCH Axcess

Ensuring that user permissions and security rights are configured properly is fundamental to successfully using CCH Axcess. The content of this course focuses on recommended security methods covering a wide range of business rules and practices. This is important because effective security plans minimize administrative maintenance and complexity. This course is designed to guide you through implementing proper security permissions for all staff and clients using various methods including organizational units, access groups, attributes, and security groups.


Course Objectives

  • Assign product licenses to control access to specific CCH Axcess modules
  • Maximize security permissions for staff and clients
  • Manage security groups with effectiveness and efficiency
  • Use attributes to facilitate security assignments quickly
  • Understand Client Access Groups
  • Understand Staff Access Groups

Who Should Attend?
All staff in-charge of managing permissions across all modules of CCH Axcess.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Working knowledge of CCH Axcess and staff responsibilities
  • Advanced Preparation: Ability to log in as Firm Administrator
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Business Management and Operations — 2 credits

Register Now

  • Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Setup

Designed to help you configure CCH Axcess Tax in your firm; our consultants work closely with you to understand the configuration process. They help you make the right decisions necessary to achieve standardization and maximum productivity when preparing and reviewing tax returns. This course is designed for new CCH Axcess Tax customers.


Course Objectives

  • Setup Tax options and return defaults
  • Setup return print sets
  • Setup return configuration sets
  • Use Correspondence Manager

Who Should Attend?
The Tax Champions Team and Customers Migrating to CCH Axcess Tax from CCH ProSystem fx Tax

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Onsite training is 4 hours
  • Web training is 2 hours
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 2 or 4 Credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
  • Up to 15 attendees
Contact Us to Register

Register Now

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

Recommended CPE

  • No CPE certificates

Register Now

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

The CCH Axcess™ Workstream Introduction course content focuses on helping you understand the basic principles of Workstream and identify features available to manage your projects efficiently.


Course Objectives

  • Learn the fundamentals of how Workstream is structured
  • Understand Projects and Worksteps
  • Learn project tracking basics
  • Gain familiarity with Workstream settings that will prepare you for additional Workstream courses, such as the Template Setup Workshop and Best Practices Consulting.

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 - 2 credits

Register Now

  • Single-client training (1-on-1)
Contact Us to Register
Template Setup Workshop

The CCH Axcess™ Workstream Template Setup Workshop course focuses on helping setup your project workflow for a particular service area. During this hands-on workshop we will help you create a Workstream Project Type and Template to make your firm’s Workstream workflow as efficient as possible.


Course Objectives

  • Discuss the ideal workflow for the desired service area
  • Identify how to best configure Workstream to fit your workflow
  • Understand configuration of Lists, Types, and Templates
  • Create one project type and one project template in a hands-on environment
  • Learn how to create projects

Who Should Attend?
The Workstream Champions team and those responsible for Workstream setup and configuration

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to CCH Axcess Workstream Training Course
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

  • 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
Managing User Permissions in CCH Axcess

Ensuring that user permissions and security rights are configured properly is fundamental to successfully using CCH Axcess. The content of this course focuses on recommended security methods covering a wide range of business rules and practices. This is important because effective security plans minimize administrative maintenance and complexity. This course is designed to guide you through implementing proper security permissions for all staff and clients using various methods including organizational units, access groups, attributes, and security groups.


Course Objectives

  • Manage User Permissions in CCH Axcess
  • Leverage Security Groups per Staff Level
  • Understand Client and Staff Access Groups
  • Understand License and Product Access
  • Quickly manage Staff Profile Security assignments

Who Should Attend?
All staff in-charge of managing permissions across all modules of CCH Axcess.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Working knowledge of CCH Axcess and staff responsibilities
  • Advanced Preparation: Ability to login to CCH Axcess with Full Permissions
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on1)
  • Business Management and Operations — 2 credits

Register Now

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

The CCH Axcess™ Workstream (Workstream) Administrator course content focuses on helping you understand the basic principles of Workstream and administer your projects efficiently.


Course Objectives

  • Navigate Workstream
  • Manage projects, Forms and Worksteps
  • Understand Views
  • Extend projects and Roll forward projects
  • Take advantage of product integration to update project information

Who Should Attend?
All staff managing or maintaining projects, editing project information, and assigning staff to projects.

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

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

The CCH Axcess™ Workstream (Workstream) End User course is designed to help you understand the basic principles of Workstream, as well as how to track projects, use Route Sheets, and navigate the Dashboard.


Course Objectives

  • Navigate through CCH Axcess Workstream
  • Know how projects are created using defaults brought in from the Project Type and Project Template
  • Use Route Sheets and the Dashboard to maintain your assigned projects
  • Take advantage of product integration to update project information

Who Should Attend
All staff assigned to projects in Workstream or who assign staff to projects.

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 - 1 credit

Register Now

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

Workstream Custom Consulting is for customers needing additional one-on-one time with our expert consultants. Create your own agenda or present a challenge to us and we will propose a solution. Benefit from the opportunity to have an expert consultant devise solutions tailored to your firm’s unique needs. A Custom engagement could also be devoted to Q&A, multiple topics combined for a refresher course, or for new hires.


Custom Consulting is instrumental for expanding the scope of Workstream within your firm, such as managing new practice areas, or administrative processes in Workstream for the first time.


Course Objectives

  • Determined by the attendees with guidance from the consultant
  • Note: Order Workstream Consulting in 1 hour, 2 hour, 4 hour, or 8 hour increments

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

Who Should Attend
Determined by the attendees with guidance from the consultant, based on the agenda

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: None
  • Advanced Preparation: Communicate with the assigned consultant in order to develop an agenda
  • 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
Integrated Workflow with CCH Axcess

Learn how to integrate your workflow using all modules of CCH Axcess – Tax, Document, Portal, Workstream, and Practice. During this session, we will walk through a sample workflow and illustrate how to collaborate effectively across roles, departments, and/or office locations. We will also review how to use the single integrated Dashboard to manage your client, project, notifications, notes, and discussions.


Course Objectives

  • Understand the integration between CCH Axcess Practice, Workstream, Document, Portal, and Tax
  • Create a customized Dashboard to manage your assigned client work
  • Understand an example tax workflow using CCH Axcess
  • Manage clients from a customized Dashboard
  • Use the CCH Axcess (Mobile) app to manage your clients on the go

Who Should Attend?
Anyone using multiple CCH Axcess modules currently or has interest in using multiple modules.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Basic knowledge of at aleast one CCH Axcess module
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate included [Up to 15 (1-on1)]
  • Specialized Knowledge & Applications - 2 credits

Register Now

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

During this course an expert consultant will evaluate your current workflow prior to rolling projects forward in order to identify opportunities for improvement. You will also learn how to increase efficiency by taking advantage of the integration with other modules and recent product enhancements. This course will also focus on getting the most out of the Dashboard panes and Workstream Views to manage your workflow more effectively.


Course Objectives

  • Identify opportunities for workflow improvements
  • Examine project roll forward rules
  • Review product integration
  • Understand recent product enhancements

Who Should Attend?
The Workstream Champions Team

Program Information

  • Prerequisites: Must have been using Workstream for at least 1 year OR 1 full busy season
  • Program Level: Intermediate
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

Contact Us to Register
CCH® eSign
Administrator

This course is for firm administrators and covers setting the firm up to use CCH eSign to send documents to clients for electronic signature. The course also covers creating administrative and document sending settings within AssureSign™. AssureSign is Wolters Kluwer’s partner for the administration of firm CCH eSign accounts. This course is taught within a single-firm environment.


Course Objectives

  • Learn how to install CCH eSign
  • Learn to configure the tax program for CCH eSign
  • Learn how to configure AssureSign
  • Learn how to create AssureSign users
  • Learn how to create AssureSign email notifications
  • Learn how to create AssureSign document templates
  • Learn how to send Form 8879 for electronic signature and track receipt of signed forms

Who Should Attend?
Firm administrators

Program Information

  • Program Level: Basic
  • Prerequisites: CCH ProSystem fx Tax Administrator course or CCH Axcess Tax Administrator course
  • Advanced Preparation: None
  • Course length: 2 hours
  • Read Policies

Recommended CPE

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

Register Now

  • Web-based
Contact Us to Register
End User Training

This course is designed for firm staff members who use CCH eSign to create and or send documents for electronic signature. This course is taught within a single-firm environment.


Course Objectives

  • Learn how to send Form 8879 for electronic signature
  • Learn how to send other documents for electronic signature
  • Learn how to create templates for documents sent for electronic signature
  • Understand the document signer electronic signing experience
  • Understand the document sender electronic signing experience

Who Should Attend?
Firm members who will create and or send documents for electronic signature

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 1 hour
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 attendees
  • Computer Software & Applications - 1 credit

Register Now

  • Web-based
Contact Us to Register
Engagement Letter Workshop

Are you a firm administrator who wants to save time and money by distributing your firm's engagement letters for electronic signature? If the answer is yes, sign up for this consultation session and one of our Software Consultants will walk you through setting your firm up to send client engagement letters in digital format, secure clients' electronic signature on the engagement letters, and receive the signed engagement letters for filing away in the clients’ document folder.


Course Objectives

  • Creation of an AssureSign Document Template for your firm's engagement letter
  • Development of email notifications that guide the client through the electronic signing process
  • Testing the setup by sending sample firm engagement letters for electronic signature
  • Understanding the client electronic signing experience

Who Should Attend?
Firm administrators who are responsible for generating engagement letters and sending them to clients for signature should attend this session

Program Information

  • Program Level: Basic
  • Prerequisites: CCH eSign Administrator course
  • Advanced Preparation: Provide consultant with a copy of the firm's engagement letter and participate in a pre-workshop telephone consultation
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

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

Register Now

  • Web-based
Contact Us to Register
Introduction to CCH eSign

This course introduces the concept of using CCH eSign to send Form 8879 to your clients for electronic signature. Office Manager/Return Configuration Set setup and tax return setup for CCH eSign is discussed. Additionally, setup of the firm’s AssureSign™ account is covered (AssureSign is CCH’s partner for the administration of CCH eSign). This course also explains how to track Form 8879 through the electronic signing process.


Course Objectives

  • Learn to configure the tax application for CCH eSign
  • Learn to setup and configure AssureSign
  • Learn how to import Form 8879 email notifications
  • Learn how to send Form 8879 for electronic signature
  • Learn how to run Form 8879 reports in AssureSign
  • Understand the CCH eSign process in the CCH® ProSystem fx® Electronic Filing Status System

Who Should Attend?
Firm administrators, managers and CCH eSign end users

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

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

Register Now

  • Web-based
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 paper documents
  • 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

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • 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
Setup Training

Guidance in setting up and configuring Document is crucial in order to ensure every vital consideration has been addressed and that you are taking full advantage of the features available in the application. During Document Setup Training — designed for firms with less than 10 users — an experienced Wolters Kluwer Consultant will ensure the most important setup and configuration items in the application are addressed in order to ensure successful implementation.


Course Objectives

  • Understand the features which require custom setup and configuration to best suit your firm
  • Setup and understand all components of your class and subclass structure
  • Review typical file migration scenarios and understand how to scan files into Document
  • Configure firm-wide settings, defaults, lists and user options
  • Understand integration points with other software applications

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 - 4 credits

Register Now

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

End User Training

Learning how to successfully take advantage of the many tools available in Document is critical for every staff member. This introductory course provides hands-on training on the basic functions and features of Document, ensuring your staff members recognize and understand the full benefits of an integrated document management system.


Course Objectives

  • Understand the purpose and benefits of Document
  • Learn to navigate the Document user interface
  • Understand how to add various types of files to Document
  • Know the options for searching for files and organizing lists of files
  • Understand the features and functions available to work with and manage files in Document

Who Should Attend?
CCH® ProSystem fx®

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 - 4 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
Fund Reporting

Learn how to setup and manage Governmental and Not-for-Profit trial balance data and financial statements. Course includes hands-on computer training.


Course Objectives

  • Manage multiple funds for Governmental and Not-for-Profit entities
  • Create and customize a Fund Trial Balance database
  • Import fund and trial balance data
  • Create and modify trial balance links within the Fund Financial Statements
  • Create and modify Fund Journal Entry and Trial Balance Reports
  • Understand the inter-relation of workpapers in the template

Who Should Attend?
Those individuals involved in the preparation of Governmental and Not-for-Profit financial statements using ProSystem fx Engagement. This session replaces the discontinued CCH ProSystem fx Engagement GASB session.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I A&A course
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 6 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
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
Training II (Advanced Trial Balance)

Designed to provide participants with the knowledge and tools necessary to using the advanced functions and features with CCH ProSystem fx Engagement. Course includes hands on computer training.


Course Objectives

  • Navigate the Engagement user interface through advanced template, workpaper management, and user options.
  • Customize the trial balance views and grouping lists for nontraditional engagements.
  • Create binders for various engagements, including divisional, consolidated, and interim engagements.
  • Utilize Engagement’s diagnostic tools and various workpaper management functions.

Who Should Attend?
Users who perform advanced trial balance and workpaper management functions.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 4 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
Maximizing Efficiency with Engagement

Learn tips and shortcuts for using Engagement in order to become more efficient and enhance your understanding of the software. Course includes hands-on computer training.


Course Objectives

  • Use Engagement functions and concepts to view, customize, modify and manage data
  • Find, manage, share, analyze and use reports to improve efficiencies
  • Utilize various Engagement utilities

Who Should Attend?
Users with prior experience in using Engagement

Program Information

  • Program Level: Intermediate
  • Prerequisites: Training I (A&A) or Training I (Tax) course
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting — 2 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
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
Questions & Answers (Q&A)

Wolters Kluwer recommends you establish regular implementation meetings after completing your Engagement training. This Q&A course offers you the opportunity to have a qualified Wolters Kluwer consultant answer your questions in person.


Course Objectives

  • Distribute business-wide information (policies, new templates, or support tips)
  • Engage your peers with questions related to specific binders
  • Build staff morale and confidence

Who Should Attend?
CCH ProSystem fx Engagement users.

Program Information

  • Program Level: Basic to advanced — based on agenda
  • Prerequisites: Training I course (either A&A or Tax)
  • 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
Refresher Training (Accounting & Audit)

This course is designed to provide a refresher on using CCH ProSystem fx Engagement (“Engagement”), a leading workpaper management and trial balance solution. The course will address the basic functions and features for using Engagement in an auditing and accounting environment.


Course Objectives

  • Import and convert data into a trial balance
  • Customize financial statement groupings
  • Group accounts and book journal entries
  • Link and automate workpapers and financial statements
  • Use tickmarks and workpaper referencing
  • Create and manage workpaper notes
  • Electronically review and sign off workpapers and financial statements

Who Should Attend?
Existing CCH ProSystem fx Engagement users

Program Information

  • Program Level: Basic
  • Prerequisites: Training l (Accounting & Audit)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

Contact Us to Register
Reviewer

Provide a thorough understanding of how to review workpapers using CCH ProSystem fx Engagement. Course includes hands on computer training.


Course Objectives

  • Navigate Engagement (including diagnostics)
  • Send and receive documents through synchronization
  • Use workpaper notes and sign-off tools
  • Review with drill down TB link and quickview
  • Use tickmarks and workpaper references
  • Determine when to use locking and freeze
  • Complete binders using the finalization wizard

Who Should Attend?
Senior management personnel who only review workpapers.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel® and Windows™
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting – 4 credits

Register Now

Contact Us to Register
Version Upgrade

Is your firm on the current version of CCH ProSystem fx Engagement? If not, you may be missing out on important enhancements and product functionality. If you are more than one version behind the current version of Engagement, the upgrade process can be time consuming and difficult to manage without the proper experience. Let one of our expert consultants take the hassle out of the upgrade process by managing this project for your firm and ensuring that everything goes smoothly while the integrity of your data is treated with care and respect.


Course Objectives

  • Review of current CCH ProSystem fx Engagement installation and needed upgrade path
  • Advise on any potential or required environment changes needed
  • Execution of CCH ProSystem fx Engagement Administrator upgrade
  • Demonstrate the CCH ProSystem fx Engagement workstation upgrade process
  • Validate, conduct end to end testing, and review data backup policies and procedures

Who Should Attend
IT Personnel.

Program Information

  • Prerequisites: Network experience
  • Program Level: Basic
  • Advanced Preparation: License most current version of CCH ProSystem fx Engagement

Recommended CPE

  • No CPE certificate(s)
Training (Accounting & Audit)

Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Engagement for the most common accounting and audit functions with the Training I and Training II (Accounting and Audit) courses. In tandem, Training I (Accounting and Audit) and Training II (Accounting and Audit) represent the complete accounting and audit user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.


Course Objectives

  • Import and convert data into a trial balance
  • Customize financial statement groupings
  • Group accounts and book journal entries
  • Generate trial balance reports
  • Create analytical reports
  • Link and automate workpapers and financial statements
  • Use tickmarks and workpaper referencing
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office or remotely
  • Electronically review and sign off workpapers and financial statements

Who Should Attend?
Training I (Accounting & Audit) - users who perform financial statement prep, or financial statement prep and tax services

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows; Must attend Training I (Accounting & Audit) before moving to Training II (Accounting & Audit)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 8 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
Training (Tax)

Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Engagement for the most common tax preparation functions with the Training I and Training II (Tax) courses. In tandem, Training I (Tax) and Training II (Tax) represent the complete tax preparation user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.


Course Objectives

  • Import and convert data into a trial balance
  • Customize tax groupings
  • Group accounts and book journal entries
  • Generate tax-specific reports
  • Automate tax workpapers
  • Use general tax templates
  • Understand the tax export window
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office
  • Electronically view and sign off workpapers

Who Should Attend?
Training I (Tax) - users who perform tax services without financial statement prep

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows; Must attend Training I (Accounting & Audit) before moving to Training II (Tax)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 8 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
Training II (Financial Statements)

Designed to provide participants with the necessary tools needed to help increase their efficiency when creating and using CCH ProSystem fx Engagement financial statements. Course includes hands on computer training.


Course Objectives

  • Create and customize grouping lists to assist in linking financial statements and supporting schedules.
  • Gain an understanding of the Trial Balance database and links from the Trial Balance database to aid in performing more efficient financial statement linking.
  • Utilize advanced CCH ProSystem fx Engagement functions in conjunction with Microsoft® Office® Word and Excel® functions to enhance the overall efficiency in preparing financial statements and supporting schedules.

Who Should Attend?
Users who perform financial statement preparation.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 4 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
Training II (Tax Integration)

Designed to provide participants with the knowledge and tools necessary to optimize the CCH ProSystem fx Engagement tax binder, and it's integration with CCH ProSystem fx Tax. Course includes hands on computer training.


Course Objectives

  • Import trial balance information using various methods.
  • Utilize subgroups, M-3 Detail groupings, Send to Tax options, M-1 and M-3 groupings, and tax grouping utilities effectively to get the most out of your Engagement tax groupings.
  • Create and manage tax journal entries that facilitate the preparation of Schedules M-1 and M-3.
  • Demonstrate an enhanced understanding of the CCH ProSystem fx Tax Dynalink and all of its features and options.
  • Employ various other Engagement utilities, diagnostic tools, functions, tips, and shortcuts.

Who Should Attend?
Users who perform tax prep using CCH ProSystem fx Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 4 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
Server Migration

Maintaining your installation of CCH ProSystem fx Engagement on a solid, reliable server is an important component of ensuring that Engagement is working properly and efficiently. If your firm has purchased a new server, you want to be diligent and careful as you migrate your instance of Engagement from the old hardware to your new hardware. Let our expert consultants assist you in that process by leveraging their experience to guarantee a smooth transition of your valuable client data.


Course Objectives

  • Develop a plan of action for all aspects of the server migration
  • Review new server specifications to ensure adherence to system requirements
  • Install the CCH ProSystem fx Engagement Administrator
  • Migrate CCH ProSystem fx Engagement SQL Server Database and Central File Room workpapers
  • Validate, conduct end to end testing, and review of data backup policies and procedures

Who Should Attend
IT Personnel

Program Information

  • Prerequisites: Network experience
  • Program Level: Basic
  • Advanced Preparation: New server hardware purchased, deployed, and configured in the firm’s network environment

Recommended CPE

  • No CPE certificate(s)
Workshop

Reinforcing concepts from the Training I course, gain suggestions and recommended solutions from a knowledgeable consultant on how to set up and prepare engagements and workpapers, using your firm's own engagements, that incorporate your firm's standards. Since this course is spent with your real client data, you can structure them to be partially billable, which will reduce your overall training cost. Course includes hands on computer training.


Course Objectives

  • Convert actual data into your company's templates
  • Connect binder grouping lists with prior period financial statements
  • Create critical reports based on binder type
  • Automate balances using financial statement links
  • Prepare data for tax export (if applicable)

Who Should Attend?
Training I attendees

Program Information

  • Program Level: Basic
  • Prerequisites: Training I course (either A&A or Tax) and Best Practices Consulting
  • 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
CCH® ProSystem fx® Fixed Assets
Introduction

Learn the basic asset tracking, management and reporting capabilities of CCH ProSystem fx Fixed Assets in an interactive, hands-on training format.


Course Objectives

  • Create new clients and set client properties
  • Understand the two-way integration between Fixed Assets and Tax
  • Master the features and functionality of the software
  • Use Global Settings
  • Enter new assets and dispositions
  • Customize reports

Who Should Attend?
All staff new to using CCH ProSystem fx Fixed Assets

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • 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

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
CCH® ProSystem fx® Knowledge Coach
Knowledge-Based Audit Methodology

An introduction to how this dynamic workflow engine streamlines the engagement process with the most up to date content and guidance from the Knowledge-Based Audit approach and Accounting Research Manager.


Course Objectives

  • Understanding the basics of the KBA methodology and CCH ProSystem fx Knowledge Coach.
  • Components of the KBA, including the Communication Hub, and how the various programs and checklist flow in the methodology.
  • Understanding the entity and its environment, including assessing risk and materiality utilizing the KBA.
  • Best practices for implementation of the KBA approach.
  • Considerations for audits of small businesses. Testing the operating effectiveness of internal controls.
  • Tips for substantive testing from Wolters Kluwer's Audit Procedures.

Who Should Attend
Experienced Staff, up to Partners (6+ months).

Program Information

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 attendees
  • Auditing — 16 hours

Register Now

  • On-site or regional MTS
  • Click here for Regional Locations
Contact Us to Register
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
Industry Template Workshop

This course provides guidance for the procedures necessary to successfully create industry binder templates. The Wolters Kluwer consultant assigned to your firm will guide the implementation team through the appropriate steps in building customized industry templates, which will lead to efficiencies when implementing Knowledge Coach.


Course Objectives

  • Create industry-specific binder templates

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

Program Information

  • Program Level: Basic
  • Prerequisites: CCH ProSystem fx Knowledge Coach Training, CCH ProSystem fx Knowledge Coach — Best Practices
  • 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 or 8 Credits

Register Now

Contact Us to Register
Preparation, Compilation & Review Training

An introduction to how this dynamic workflow engine streamlines the engagement process with the most up to date content and guidance from the Knowledge-Based Preparation, Compilation, and Review approach.


Course Objectives

  • Understand the basics of the Knowledge-Based Preparation, Compilation, and Review Methodology (KBPCR) and Knowledge Coach (KC)
  • Learn about the flow of key Knowledge-Based Preparation, Compilation, and Review workpapers
  • Add Knowledge Coach workpapers to an Engagement binder
  • Add and modify program steps
  • Complete Knowledge Coach workpapers and manage content
  • Roll Knowledge Coach workpapers forward to next period

Who Should Attend?
New CCH ProSystem fx Knowledge Coach users who only perform preparation, compilations and review engagements.

Program Information

Recommended CPE

  • CPE certificate(s) included
  • 1 per attendee (MTS)
  • 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

Register Now

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

An introduction to how this dynamic workflow engine streamlines the engagement process with the most up to date content and guidance from the Knowledge-Based Audit approach and Accounting Research Manager.


Course Objectives

  • Recognize the information flow between Knowledge Coach workpapers
  • Identify key workpapers that impact a Knowledge-Based Audit
  • Use the approach to make your audits more efficient
  • Employ basic Knowledge Coach functionality to implement the approach
  • Use all of these tools to make the approach your own

Who Should Attend?
Experienced Staff (6+ months), up to Partners

Program Information

  • Program Level: Advanced
  • Prerequisites: CCH ProSystem fx Training I course (either A&A or Tax)
  • Read Policies

Recommended CPE

  • CPE certificate included
  • 1 per attendee (MTS)
  • Up to 15 attendees
  • Auditing — 12 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
Training

An introduction to how this dynamic workflow engine streamlines the engagement process with the most up to date content and guidance from the Knowledge-Based Audit approach and Accounting Research Manager.


Course Objectives

  • Understand the flow of key Knowledge-Based Audit workpapers
  • Add Knowledge Coach workpapers to a ProSystem fx Engagement binder
  • Understand workpaper flow and navigation
  • Add and modify risks and program steps
  • Complete Knowledge Coach workpapers and manage content within Knowledge Coach workpapers
  • Understand Knowledge Coach diagnostics
  • Roll forward Knowledge Coach workpapers to the next period
  • Get help with the Knowledge-Based Audit methodology and Knowledge Coach

Who Should Attend?
New ProSystem fx Knowledge Coach users.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH ProSystem fx Training I course (either A&A or Tax)
  • Advanced Preparation: Knowledge-Based Audit Methodology Training
  • Read Policies

Recommended CPE

  • CPE certificate included
  • 1 per attendee (MTS)
  • Up to 15 attendees
  • Auditing — 8 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
CCH® ProSystem fx® Outsource
Introduction

Review the features and functionality of CCH ProSystem fx Outsource as it relates to your firms workflow and best practices perspective.


Course Objectives

  • Scanning and saving client workpaper files
  • Transmitting returns
  • Reviewing returns
  • Defining the clarification process
  • Redacting SSNs using CCH ProSystem fx iMask

Who Should Attend?
Experienced CCH ProSystem fx Outsource users

Program Information

  • Program Level: Intermediate to advanced
  • Prerequisites: Used CCH ProSystem fx Outsource last year or have sent at least one return through the service
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • 1 per attendee (MTS)
  • Taxes – 3 credits

Register Now

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

Course content focuses on features in the Administration and Accounts Receivable modules. By learning how to function properly within these modules, you can more efficiently and effectively manage and maintain the program on a day–to–day basis. This course includes hands–on computer training.


Course Objectives

  • Create new clients and prospects
  • Create custom fields
  • Maintain up to date client contact information
  • Select a Lock Reconciliation Date and WIP Approval Date
  • Determine Security Settings for employees
  • Setup Alerts for assigned employees
  • Complete Year End Procedures
  • Use the Administrative Utilities
  • Edit client information for multiple clients at once
  • Use Batch Time Entry
  • Lock releasing of time
  • Edit and update released time
  • Correct WIP and update invoices
  • Enter and update A/R transactions
  • Search A/R and transaction notes
  • Apply Later Distribution transactions to invoices

Who Should Attend?
Staff responsible for managing day–to–day operations in Practice Management.

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)
  • 1 per attendee (MTS)
  • Business Management & Organization – 4 credits

Register Now

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

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

Course content focuses on billing practices and features that help to ensure timely, profitable billing. We follow the philosophy that having WIP, prior Invoice and A/R information at your fingertips saves time and money. Keeping management up to date on the status and progress of client accounts is the fundamental philosophy that drives the course. This course includes hands-on computer training.


Course Objectives

  • Select clients to bill
  • Bill related clients (client engagements) together
  • Generate a Quick Bill
  • Correct WIP
  • Analyze, Select and Adjust WIP
  • Bill by Category or project
  • Use Billing Agreements
  • Partial Bill (apply a write up or write down to a specific WIP transaction)
  • Format invoices
  • Generate a Progress Bill
  • Generate Fixed Fee Bills
  • Review billing decisions on-screen
  • Print or email invoices in a batch

Who Should Attend?
All staff that select clients to bill, make billing decisions, correct or transfer WIP, generate, format, or process invoices, and review and approve bills.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Business Management & Organization – 4 credits

Register Now

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

Register Now

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

Course content focuses on a group of important options and features you must set up for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must set up in order to prepare for conversion.


Course Objectives

  • Make decisions on basic setup items such as timer rounding, AR payment entry method and labels for Client Staff Positions and Project Status Dates
  • Create lists used in the program
  • Setup employees in the program
  • Set default security settings and security settings for individual employees
  • Create a list of Categories, Subcategories and Service Codes
  • Set up your default invoice format
  • Make decisions about how to enter a new client and client contact

Note: Mandatory for new customers having an electronic data conversion. Please make note that the content provided in this Setup course is also covered in the Best Practices Consulting course; therefore, firms purchasing the Best Practices Consulting course do not need this session as well.

Who Should Attend?
Staff involved in determining the firm's best practices and software setup.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Business Management & Organization — 4 credits

Register Now

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

Register Now

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

Learn how to use the Dashboard as a one-stop, real-time source for firm reporting, project tracking, contact management, and individual time and task data. A Wolters Kluwer consultant will highlight valuable tips and tricks that will help you implement this as your go-to method to locate the most common information you use in CCH® ProSystem fx® Practice Management. In addition, you will also receive a thorough overview of the Contact Management module.


Course Objectives

  • Review WIP, billing, and accounts receivable data for your assigned clients, and the firm as a whole.
  • Manage and review personal due dates
  • Review summary or detailed timesheet history
  • Look up client information
  • Work with client projects
  • Manage staff time resources

Who Should Attend?
Anyone using the Practice Management Dashboard or the Contact Management module currently or has interest in using these areas.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Basic knowledge of CCH ProSystem fx Practice Management
  • 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
Contact Us to Register
End User

Course content focuses on the key features that all employees use when entering time and expense transactions, updating the status of a project and finding client contact information. The course content also includes a thorough overview of the Practice Management Dashboard. All of these features are designed to make sure that management has the most up–to–date information to make decisions.


Course Objectives

  • Enter billable time or expense transactions in 30 seconds or less
  • Enter nonbillable time, expense, CPE and marketing transactions
  • Update project status when entering time and expenses
  • Review, edit and release time and expense transactions
  • Generate a reimbursable expense report
  • Manage and review personal due dates
  • Review summary or detailed timesheet history
  • Monitor client and project alerts
  • Look up client information
  • Use the Firm, Employee, Client, Projects and Resource Dashboards

Who Should Attend?
Anyone using the Practice Management Dashboard or the Contact Management module currently or has interest in using these areas.

Program Information

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

Recommended CPE

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

Register Now

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

Register Now

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

This course focuses on using features within Practice Management to better track your marketing efforts. The content helps you determine how your employees attain new business. The need for up to date information concerning leads and prospects, as well as tracking Marketing Methods, Referral Sources and employee marketing efforts drive the course content. The course also covers the use of mailing lists to generate quick labels and letters.


Course Objectives

  • Create, maintain and contact leads and prospects
  • Track marketing methods and referral sources to evaluate effectiveness
  • Use client specific marketing information to evaluate employee marketing performance
  • Use the Mailers and Quick Mail* features to automate processing of labels and letters
  • Add marketing ticklers to your client profiles

*The Quick Mail feature is only available if you license the Custom Library

Who Should Attend?
Anyone involved in marketing efforts and those who track referrals or create mailing lists.

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Marketing – 2 credits

Register Now

  • Web-based
  • Multi-client training (MTS)
Contact Us to Register
Project Administrator

This course content focuses on features employees will use when creating and managing projects. Project Management list setup and creating projects are integral parts of this course, but the content includes additional setup and management features such as assigning employees to projects, establishing budget information and scheduling budgeted time.


Course Objectives

  • Setup Project Management lists
  • Copy Templates to clients
  • Copy existing client projects to other similar clients
  • Assign staff to projects
  • Establish time budgets for projects
  • Use Project Management utilities and other helpful features

Who Should Attend?
Staff who create projects, set time budgets for projects, and assign staff to jobs.

Program Information

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

Recommended CPE

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

Register Now

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

Register Now

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

Course content focuses on using various reporting options to better analyze data stored in Practice Management. The content addresses the need for up to date information concerning WIP, Billing and A/R using Dashboards and customized on–screen lists. This course also covers standard, preinstalled reports and use of the embedded Report Writer to create custom reports.


Course Objectives

  • Use standard, preinstalled reports in the Reports and Custom Library modules
  • Save preferred settings for preinstalled reports
  • Use the Dashboard to view firm or client staff assignment totals for WIP, billings in progress, and A/R
  • View Client Specific WIP, Billing and A/R information on the Dashboard
  • Locate and review project information on the Dashboard
  • Change column settings to create a customized on screen list
  • Create and run a custom report using the embedded Report Writer
  • Locate and understand the Sample Reports Guide

Who Should Attend?
Staff processing or creating reports in ProSystem fx Practice Management.

Program Information

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

Recommended CPE

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

Register Now

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

Register Now

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
CCH® ProSystem fx® Scan
Taking Your Use of Adobe™ Acrobat™ to the Next Level

Adobe Acrobat is an essential tool for a paperless office. In this hands-on workshop, learn intermediate techniques, tips, and tricks to enhance your paperless tax practice and simplify your day-to-day activities by using a combination of Adobe Acrobat DC tools and CCH ProSystem fx PDFlyer tools. Topics will include creating fillable PDF forms, combining different file types into a single PDF, and locking or securing workpapers to prevent changes.


Course Objectives

  • Understand how to navigate within Adobe Acrobat DC.
  • Understand when to use PDFlyer tools versus Adobe Acrobat DC tools.
  • Attach files to a PDF file and combine different file types in a PDF.
  • Change the actions of a bookmark.
  • Lock or secure your PDF workpapers.

Who Should Attend?
All users who will manage and manipulate PDF files and workpapers.

Program Information

  • Prerequisites: Working knowledge of PDF files
  • Program Level: Intermediate
  • Advanced Preparation: None

Recommended CPE

  • CPE certificates included
  • Up to 15 (1-on-1)
  • Specialized Knowledge – 2 credits

Register Now

  • Web-based
  • Multi-client training (MTS)
Contact Us to Register
AutoFlow for Professional Associates

CCH ProSystem fx Scan with AutoFlow technology can be a powerful tool since it will save the firm time and money. Learn the details of each AutoFlow step to streamline the import process and avoid the pitfalls that can waste time.


Course Objectives

  • Import data from supported forms using AutoFlow.
  • Identify 1040 clients that will be the best candidates for performing AutoFlow.
  • Understand the complete AutoFlow process to perform the steps in an efficient manner.

Who Should Attend?
Scan Champions Team and all staff new to CCH ProSystem fx Scan with AutoFlow who will be involved in the preparation and review portion of the CCH ProSystem fx Scan with AutoFlow process.

Program Information

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

Recommended CPE

  • CPE certificate included [Up to 15 (1-on-1)]
  • 1 per attendee (MTS)
  • Computer Software & Applications – 2 credits

Register Now

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

Register Now

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
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
Maximizing Efficiencies with CCH ProSystem fx Scan and AutoFlow

Maximizing Efficiencies with CCH ProSystem fx Scan and AutoFlow is a customized consulting session designed to assist users of CCH ProSystem fx Scan (with or without AutoFlow Technology) with improving their tax workflow processes using these tools. Our expert consultants will walk you through a workflow component checklist to uncover the high priority issues requiring consultation, and the entire paperless 1040 tax workflow will be analyzed in this custom consulting session.


Course Objectives

  • Refine current workflow processes, as they relate to CCH ProSystem fx Scan and AutoFlow
  • Learn key problem solving tips for common workflow issues
  • Understand how further standardization of processes can transform your paperless tax workflow

Who Should Attend?
Champions Team Members from organizations currently using CCH ProSystem fx Scan

Program Information

  • Program Level: Intermediate
  • Prerequisites: Basic Scan/AutoFlow training
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

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

Register Now

  • On-site or Web-based
Contact Us to Register
Professional Associates

Understanding how to effectively navigate and mark up the bookmarked PDF produced by the CCH ProSystem fx Scan product is critical to the paperless 1040 process. End-users will learn how to maximize productivity by using the PDFlyer™ toolbars integrated into Adobe® Acrobat.


Course Objectives

  • Understand how CCH ProSystem fx Scan will transform the individual tax process.
  • Efficient use of the PDFlyer functions, for the preparer and the reviewer.
  • Understand the process of adding additional electronic workpapers.

Who Should Attend?
All staff new to CCH ProSystem fx Scan who will be involved in the preparation and review portion of the CCH ProSystem fx Scan process.

Program Information

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

Recommended CPE

  • CPE certificate included [Up to 15 (1-on-1)]
  • 1 per attendee (MTS)
  • Computer Software & Applications – 2 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
Scan Operators

Learn the critical steps necessary for an efficient digital conversion process of 1040 source documents using CCH ProSystem fx Scan. End users will learn what the product is doing behind the scenes, from when a client's documents are put into the scanner through the automatic document conversion and the final product which is the bookmarked PDF.


Course Objectives

  • Perform the digital conversion process including document preparation, scanning and quality control.
  • Understand the components and workflow of CCH ProSystem fx Scan.
  • Manage scanner settings

Who Should Attend?
All staff new to CCH ProSystem fx Scan who will be involved in the digital conversion portion of the CCH ProSystem fx Scan process.

Program Information

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

Recommended CPE

  • CPE certificate included
  • 1 per attendee (MTS)
  • Computer Software & Applications – 2 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
Refresher Training

This course is designed to provide existing CCH ProSystem fx Scan and AutoFlow users with a refresher on the critical features/functions within the application while also providing tips and tricks for being as efficient as possible when using those tools.


Course Objectives

  • Learn key problem-solving ideas for common roadblocks
  • Get answers to your firm’s workflow process issues
  • Learn the fundamentals of target sheet strategy
  • Understand the blank page settings

Who Should Attend
All Scan and AutoFlow users who have used the program for at least one year or one tax season.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Basic understanding of CCH ProSystem fx Scan and AutoFlow
  • Advanced Preparation: None
  • Web-based
  • Read Policies

Recommended CPE

  • CPE certificates included [Up to 15 (1-on-1)]
  • Computer Software & Applications – 2 credits

Register Now

  • Web-based
Contact Us to Register
CCH® ProSystem fx® Tax
Optimizing Your Tax Preparation Using CCH® ProSystem fx® Tax

This course is designed to help you optimize the input process and review processes for CCH ProSystem fx Tax in your office. One of our expert consultants will take you through various scenarios encountered in your clients’ 1040, 1065, 1120, and 1120S tax filings to ensure that you are able to optimally utilize CCH® ProSystem fx® Tax and become as efficient as possible.


Course Objectives

  • Master the best processes for optimizing the data input process
  • Master the best processes for optimally reviewing returns on-screen
  • Optimize your input processes for the following items:
    • Multi-state processing within a 1040 return
    • Partnership special allocations
    • Change in ownership and transfer of capital
    • Reporting book-to-tax differences
    • Filing Schedule M-2 within 1065 and 1120S returns
    • Consolidated tax filings

Who Should Attend?
All CCCH® ProSystem fx® Tax users who have taken our basic introductory courses and spent time working in tax returns applying that knowledge

Program Information

  • Program Level: Intermediate
  • Prerequisites: Introduction to CCH® ProSystem fx® Tax or equivalent experience
  • Advanced Preparation: None
  • Web-Based
  • Read Policies

Recommended CPE

  • CPE Certificates (included [Up to 15 (1-on-1)]
  • Taxes - 2 credits

Register Now

  • Web-based
Contact Us to Register
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
Administration & E-Filing

An introduction to the day-to-day administration of CCH ProSystem (and Global) fx Tax with special attention paid to the e-filing process. This course is designed for organizations that are new to CCH ProSystem fx Tax.


Course Objectives

  • Create and open tax returns
  • Navigate using Worksheet View
  • Process tax returns effectively
  • Roll-forward returns and generate client organizers
  • Setup users for the E-file Status System
  • E-file returns and administer the e-filing process

Who Should Attend?
Administration staff

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes – 2 credits

Register Now

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

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

Designed to help you configure CCH ProSystem fx Tax in your firm; our consultants work closely with you to assist in this setup and help you understand the configuration process. Make informed decisions to achieve standardization and maximize productivity when preparing and reviewing tax returns. This course is designed for new CCH ProSystem fx Tax firms.


Course Objectives

  • Discuss firm set-up
  • Create Office Groups
  • Maintain and update the software
  • Understand staff and application configuration options
  • Setup tax options and return defaults

Who Should Attend?
All staff responsible for setup and administration of CCH ProSystem fx Tax, including firm administrators and IT personnel.

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)
  • 1 per attendee (MTS)
  • Taxes – 2 credits

Register Now

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

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

Using the intuitive and easy-to-use Worksheet View interface, this course addresses program navigation, functionality and default return types in an interactive format.


Course Objectives

  • Use Office Manager, production processing and data entry features
  • Import and export to/from Microsoft® Excel®
  • Access Help
  • Review returns
  • Use Print Preview and print options

Who Should Attend?
All staff new to using CCH ProSystem fx 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)
  • 1 per attendee (MTS)
  • Taxes - 2 Credits

Register Now

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

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
Introduction to CCH MY1040Data

This course introduces you to creating My1040Data organizers in CCH ProSystem fx Tax in a hands-on format.


Course Objectives

  • Configure your firm’s My1040Data
  • Process organizers for new and existing Clients
  • Check the status of an organizer
  • View attachments
  • Download your client’s completed organizer
  • Print attachments and route them to CCH ProSystem fx Scan

Who Should Attend?
Administration staff and managers.

Program Information

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

Recommended CPE

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

Register Now

  • On-Site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Introduction to Individual Returns

Using the intuitive and easy-to-use Worksheet View interface, this course covers the preparation of Individual tax returns, and other features specific to this return type in an interactive, hands-on training format


Course Objectives

  • Understand required entries
  • Enter depreciation data
  • Import K-1 data from passthrough returns
  • Set up children's tax returns for Kiddie Tax computation
  • Process multi-state

Who Should Attend?
All staff new to using CCH ProSystem fx Tax whom will be preparing/reviewing Individual tax returns.

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)
  • 1 per attendee (MTS)
  • Taxes - 3 credits

Register Now

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

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
Introduction to Partnership Returns

Using the intuitive and easy-to-use Worksheet View interface, learn how to easily prepare Partnership tax returns in CCH ProSystem fx Tax in an interactive, hands-on training format.


Course Objectives

  • Complete Schedules M-1 and M-2
  • Understand partnership special allocations
  • Import partner data
  • Export partner information to other returns

Who Should Attend?
All staff new to using CCH ProSystem fx Tax whom will be preparing/reviewing Partnership tax returns.

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)
  • 1 per attendee (MTS)
  • Taxes - 3 credits

Register Now

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

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
Introduction to Corporation Returns

Using the intuitive and easy-to-use Worksheet View interface, learn how to easily prepare C Corporation tax returns in CCH ProSystem fx Tax in an interactive, hands-on training format.


Course Objectives

  • Identify the appropriate worksheets for efficient return preparation
  • Complete Schedules M-1, M-2 and M-3
  • Understand allocation and apportionment
  • Use multi-state return preparation

Who Should Attend?
All staff new to using CCH ProSystem fx Tax whom will be preparing/reviewing Corporation tax returns. If you prepare both C and S Corporation returns, you can take the S Corporation course to cover both.

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)
  • 1 per attendee (MTS)
  • Taxes - 3 credits

Register Now

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

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
Introduction to S Corporation Returns

Using the intuitive and easy-to-use Worksheet View interface, learn how to easily prepare S Corporation tax returns in CCH ProSystem fx Tax in an interactive, hands-on training format.


Course Objectives

  • Complete Schedules M-1, M-2 and M-3
  • Understand allocation and apportionment
  • Use multi-state return preparation
  • Import shareholder data

Who Should Attend?
All staff new to using CCH ProSystem fx Tax whom will be preparing/reviewing S Corporation tax returns. If you prepare both C and S Corporation returns, you can take the S Corporation course to cover both.

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)
  • 1 per attendee (MTS)
  • Taxes - 3 credits

Register Now

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

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
Introduction to Worksheet View

Discover how the features and functionality of Worksheet View offer you improved ease-of-use functionality while integrating new technologies into the tax process.


Course Objectives

  • Navigate the screen layout of Worksheet View
  • Access data input screens
  • Move quickly between worksheets
  • Enter data on newly-grouped input screens
  • Sort, insert/delete linked and column total in summary grids
  • Import and export Microsoft Excel worksheets from/to Worksheet View summary grids
  • Link to worksheets from government forms

Who Should Attend?
All experienced staff currently using Interview Forms in CCH ProSystem fx Tax

Program Information

  • Program Level: Basic
  • Prerequisites: Experience with CCH ProSystem fx Tax Interview Forms
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • $55 CPE certificate fee, if requested
  • 1 per attendee (MTS)
  • Taxes - 1 credit

Register Now

  • Web-based, Complimentary, Multi-client Training (MTS)
Sign Up Online
Introduction to CCH ProSystem fx Planning

Learn how to effectively use CCH ProSystem fx Planning software to prepare federal and state tax plans for your clients.


Course Objectives

  • Setup defaults for CCH ProSystem fx Planning
  • Create multiple-case tax plans
  • Change and customize views
  • Print tax plan reports and estimates

Who Should Attend?
All staff new to using CCH ProSystem fx Planning, licensed for the CCH ProSystem fx Individual Tax program or the CCH Global fx Individual Tax program.

Program Information

  • Program Level: Basic
  • Prerequisites: Experience with CCH ProSystem fx
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes - 2 credit

Register Now

  • On-site or Web-based
  • Single-client Training (1-on-1)
Contact Us
CCH® eSign
Administrator

This course is for firm administrators and covers setting the firm up to use CCH eSign to send documents to clients for electronic signature. The course also covers creating administrative and document sending settings within AssureSign™. AssureSign is Wolters Kluwer’s partner for the administration of firm CCH eSign accounts. This course is taught within a single-firm environment.


Course Objectives

  • Learn how to install CCH eSign
  • Learn to configure the tax program for CCH eSign
  • Learn how to configure AssureSign
  • Learn how to create AssureSign users
  • Learn how to create AssureSign email notifications
  • Learn how to create AssureSign document templates
  • Learn how to send Form 8879 for electronic signature and track receipt of signed forms

Who Should Attend?
Firm administrators

Program Information

  • Program Level: Basic
  • Prerequisites: CCH ProSystem fx Tax Administrator course or CCH Axcess Tax Administrator course
  • Advanced Preparation: None
  • Course length: 2 hours
  • Read Policies

Recommended CPE

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

Register Now

  • Web-based
Contact Us to Register
End User Training

This course is designed for firm staff members who use CCH eSign to create and or send documents for electronic signature. This course is taught within a single-firm environment.


Course Objectives

  • Learn how to send Form 8879 for electronic signature
  • Learn how to send other documents for electronic signature
  • Learn how to create templates for documents sent for electronic signature
  • Understand the document signer electronic signing experience
  • Understand the document sender electronic signing experience

Who Should Attend?
Firm members who will create and or send documents for electronic signature

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 1 hour
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 attendees
  • Computer Software & Applications - 1 credit

Register Now

  • Web-based
Contact Us to Register
Engagement Letter Workshop

Are you a firm administrator who wants to save time and money by distributing your firm's engagement letters for electronic signature? If the answer is yes, sign up for this consultation session and one of our Software Consultants will walk you through setting your firm up to send client engagement letters in digital format, secure clients' electronic signature on the engagement letters, and receive the signed engagement letters for filing away in the clients’ document folder.


Course Objectives

  • Creation of an AssureSign Document Template for your firm's engagement letter
  • Development of email notifications that guide the client through the electronic signing process
  • Testing the setup by sending sample firm engagement letters for electronic signature
  • Understanding the client electronic signing experience

Who Should Attend?
Firm administrators who are responsible for generating engagement letters and sending them to clients for signature should attend this session

Program Information

  • Program Level: Basic
  • Prerequisites: CCH eSign Administrator course
  • Advanced Preparation: Provide consultant with a copy of the firm's engagement letter and participate in a pre-workshop telephone consultation
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

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

Register Now

  • Web-based
Contact Us to Register
Introduction to CCH eSign

This course introduces the concept of using CCH eSign to send Form 8879 to your clients for electronic signature. Office Manager/Return Configuration Set setup and tax return setup for CCH eSign is discussed. Additionally, setup of the firm’s AssureSign™ account is covered (AssureSign is CCH’s partner for the administration of CCH eSign). This course also explains how to track Form 8879 through the electronic signing process.


Course Objectives

  • Learn to configure the tax application for CCH eSign
  • Learn to setup and configure AssureSign
  • Learn how to import Form 8879 email notifications
  • Learn how to send Form 8879 for electronic signature
  • Learn how to run Form 8879 reports in AssureSign
  • Understand the CCH eSign process in the CCH® ProSystem fx® Electronic Filing Status System

Who Should Attend?
Firm administrators, managers and CCH eSign end users

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

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

Register Now

  • Web-based
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
End-User Training

This course teaches you to become familiar with using CCH KnowledgeConnect to search for, capture and share knowledge within your organization.


Course Objectives

  • Navigate the CCH KnowledgeConnect homepage
  • Join communities and subcommunities
  • Edit profile information
  • Search for content
  • Post information to the CCH KnowledgeConnect system

Who Should Attend?
All CCH KnowledgeConnect users

Program Information

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

Recommended CPE

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

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
TeamMate® Analytics
Introduction

This course will assist auditors and accountants in formatting, manipulating, extracting and analyzing accounting and financial data by using the functions contained in TeamMate® Analytics. TeamMate Analytics allows users to perform computer assisted auditing techniques (CAATs) that add value to audit and accounting testing by easily manipulating large populations of data, extracting relevant information and automating detailed tests.


Course Objectives

  • Easily format, organize and manage data using TeamMate Analytics
  • Quickly extract and analyze data to increase the overall efficiency and effectiveness of audits and other attest engagements
  • Import data from Adobe® PDF and other sources into Microsoft Office® Excel
  • Document the procedures performed using TeamMate Analytics

Who Should Attend?
New TeamMate Analytics users

Program Information

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

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Computer Software & Applications – 4 credits

Register Now

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

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

This course is designed to assist firms with incorporating TeamMate® Analytics into their workflow. The course will ensure consistent setup of TeamMate Analytics among users, installation of standard lists and creation of custom modules to maximize the use of TeamMate Analytics on all engagements.


Course Objectives

Upon completion of this course, you should be able to:

  • Establish a team of TeamMate Analytics Champions
  • Set up consistent User Options
  • Install, modify and create Standards Lists to be used during testing
  • Create, modify and share Custom Modules to ensure TeamMate Analytics is incorporated into the firm’s workflow

Who Should Attend
New TeamMate Analytics users or firms trying to standardize its use.

Program Information

  • Program Level: Basic
  • Prerequisties: TeamMate® Analytics Training
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Computer Software & Applications – 1 credit

Register Now

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

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
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
White Label and Workflow Integration Training

This course provides helpful information and best practices to assist in the use and firm wide rollout of the firm's white label (customized) CCH Audit Accelerator portal. Staff discussions will help identify firm-specific best practices for integrating the use of the application into the firm’s audit and review workflow. 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

  • Utilize best practices to help ensure a successful implementation
  • Develop ways to integrate CCH Audit Accelerator into the firm’s audit and review workflow
  • Upload client accounting data and utilize CCH Audit Accelerator reports
  • Understand the value of pairing CCH Audit Accelerator with the use of data analytic software such as TeamMate Analytics

Who Should Attend?
All firm staff new to using CCH Audit Accelerator

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 — 4 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

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
Fund Reporting

Learn how to setup and manage Governmental and Not-for-Profit trial balance data and financial statements. Course includes hands-on computer training.


Course Objectives

  • Manage multiple funds for Governmental and Not-for-Profit entities
  • Create and customize a Fund Trial Balance database
  • Import fund and trial balance data
  • Create and modify trial balance links within the Fund Financial Statements
  • Create and modify Fund Journal Entry and Trial Balance Reports
  • Understand the inter-relation of workpapers in the template

Who Should Attend?
Those individuals involved in the preparation of Governmental and Not-for-Profit financial statements using CCH ProSystem fx Workpaper Manager. This session replaces the discontinued CCH ProSystem fx Workpaper Manager GASB session.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I course and Workpaper Manager v7.x
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 6 credits

Register Now

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

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

Provide a thorough understanding of how to review workpapers using CCH ProSystem fx Workpaper Manager. Course includes hands on computer training.


Course Objectives

  • Navigate CCH ProSystem fx Workpaper Manager (including diagnostics)
  • Send and receive documents through synchronization
  • Use workpaper notes and sign-off tools
  • Review with drill down TB link and quickview
  • Use tickmarks and workpaper references
  • Determine when to use locking and freeze
  • Complete binders using the finalization wizard

Who Should Attend?
Senior management personnel who only review workpapers.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel® and Windows®
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting – 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
Training I (Accounting and Audit)

Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Workpaper Manager for the most common accounting and auditing functions. Users who will be performing financial reporting functions in the application should take this full day course. This course is completely hands on.


Course Objectives

  • Import and convert data into a trial balance
  • Customize financial statement groupings
  • Group accounts and book journal entries
  • Generate trial balance reports
  • Create analytical reports
  • Link and automate workpapers and financial statements
  • Use tickmarks and workpaper referencing
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office or remotely

Who Should Attend?
Users who perform financial statement prep, or financial statement prep and tax services

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel® and Windows®
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting – 8 credits

Register Now

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

  • Web-based
  • Multi-client Training (MTS)
Sign Up Online
Training II (Advanced Trial Balance)

Designed to provide participants with the knowledge and tools necessary to using the advanced functions and features with CCH ProSystem fx Workpaper Manager. Course includes hands on computer training.


Course Objectives

  • Navigate the Engagement user interface through advanced template, workpaper management, and user options.
  • Customize the trial balance views and grouping lists for nontraditional engagements.
  • Create binders for various engagements, including divisional, consolidated, and interim engagements.
  • Utilize Workpaper Manager’s diagnostic tools and various workpaper management functions.

Who Should Attend?
Users who perform advanced trial balance and workpaper management functions.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel® and Windows®
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting – 8 credits

Register Now

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

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

Designed to provide participants with the necessary tools needed to help increase their efficiency when creating and using CCH ProSystem fx Workpaper Manager financial statements. Course includes hands on computer training.


Course Objectives

  • Create and customize grouping lists to assist in linking financial statements and supporting schedules.
  • Gain an understanding of the Trial Balance database and links from the Trial Balance database to aid in performing more efficient financial statement linking.
  • Utilize advanced CCH ProSystem fx Workpaper Manager functions in conjunction with Microsoft® Office® Word and Excel® functions to enhance the overall efficiency in preparing financial statements and supporting schedules.

Who Should Attend?
Users who perform financial statement preparation.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

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

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

Designed to provide participants with the knowledge and tools necessary to optimize the CCH ProSystem fx Workpaper Manager tax binder, and it's integration with ProSystem fx Tax. Course includes hands on computer training.


Course Objectives

  • Import trial balance information using various methods.
  • Utilize subgroups, M-3 Detail groupings, Send to Tax options, M-1 and M-3 groupings, and tax grouping utilities effectively to get the most out of your Engagement tax groupings.
  • Create and manage tax journal entries that facilitate the preparation of Schedules M-1 and M-3.
  • Demonstrate an enhanced understanding of the CCH ProSystem fx Tax Dynalink and all of its features and options.
  • Employ various other Engagement utilities, diagnostic tools, functions, tips and shortcuts.

Who Should Attend?
Users who perform tax prep using CCH ProSystem fx Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

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

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

Establish the foundation of knowledge required for all subsequent CCH ProSystem fx Workpaper Manager courses. This session covers critical functions to provide an introduction to CCH ProSystem fx Workpaper Manager. Users who will be performing tax and financial reporting functions in the application should take this full day course. This course is completely hands on.


Course Objectives

  • Import and convert data into a trial balance
  • Customize tax groupings
  • Group accounts and book journal entries
  • Generate tax-specific reports
  • Automate tax workpapers
  • Use general tax templates
  • Understand the tax export window
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office

Who Should Attend?
Users who perform tax services

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel® and Windows®
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

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

  • Web-based
  • Multi-client Training (MTS)

Sign Up Online

Workshop

Note: This course must immediately follow the Training I or Training II Course


Course Objectives

  • Convert actual data into your company's templates
  • Connect binder grouping lists with prior period financial statements
  • Create critical reports based on binder type
  • Automate balances using financial statement links
  • Prepare data for tax export (if applicable)

Who Should Attend?
Users who perform tax and/or accounting/finance services

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Accounting & Audit or Tax) course
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)
Contact Us to Register
CCH® Fixed Assets Manager Training and Consulting
Quick Start

This course is designed to quickly train users on certain key concepts of CCH Fixed Assets Manager including setting up entities, books, and asset types; entering and retiring assets; and generating fixed asset reports. This training is only available to certain companies.


Course Objectives

  • Navigating in CCH® Fixed Assets Manager
  • Setting up entities and books
  • Creating and working with asset types
  • Entering and working with assets
  • Creating reports and forms
  • Using CCH® Fixed Assets Manager tools and utilities
  • Creating import files

Who Should Attend
Firm members who will work with CCH® Fixed Assets Manager.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 3 hours
  • Read Policies

Recommended CPE

  • CPE certificate included
  • Up to 15 attendees
  • Taxes - 3 credit

Register Now

  • On-site or Web-based
  • Single-client training
Contact Us to Register
Setup

This course is designed to help users navigate CCH Fixed Assets Manager and set up the structure, including entities, books, asset types and accounting information, in which Fixed Asset Manager will operate.



Course Objectives

  • Identify key benefits of CCH® Fixed Assets Manager
  • Navigate in CCH® Fixed Assets Manager
  • Set up entities
  • Set up books
  • Work with accounting information fields
  • Create asset types

Who Should Attend
Firm members who will work with CCH® Fixed Assets Manager.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificates included
  • Up to 15 attendees
  • Taxes - 2 credit

Register Now

  • On-site or Web-based
  • Single-client training
Contact Us to Register
Data Entry and Conversion

This course is designed to help users enter and manage their fixed assets in the CCH Fixed Assets Manager program, including managing additions, retirements, transfers and splits of those assets.



Course Objectives

  • Work with assets
  • Retire and transfer assets
  • Split and unsplit assets
  • Calculate assets
  • Work with period data

Who Should Attend
Firm members who will work with CCH® Fixed Assets Manager

Program Information

  • Program Level: Basic
  • Prerequisites: CCH® Fixed Assets Manager Setup Training
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificates included
  • Up to 15 attendees
  • Taxes - 2 credit

Register Now

  • On-site or Web-based
  • Single-client training
Contact Us to Register
Reporting and Utilities

This course is designed to help users navigate the year end close and reporting processes within CCH Fixed Assets Manager. Users will learn to create custom reports and use important Fixed Assets Manager tools and utilities including Life To Date and Projection Reporting. Users will also learn to back up and restore their Fixed Asset Manager database.



Course Objectives

  • Import text files using the Text File Import wizard
  • Create reports and forms
  • Use CCH® Fixed Assets Manager tools and utilities

Who Should Attend
Firm members who will work with CCH® Fixed Assets Manager.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH® Fixed Assets Manager Data Entry and Conversion Training
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificates included
  • Up to 15 attendees
  • Taxes - 2 credit

Register Now

  • On-site or Web-based
  • Single-client training
Contact Us to Register
Importing Workshop

This course is designed to provide users guidance on the types of import files and required import fields. During this workshop, a consultant will review the users’ import files and identify modifications needed to make the file import-ready in addition to helping the user import files.



Course Objectives

  • Identification of required and optional fields in the import file
  • Customized guidance for different types of imports
  • Review of customer import files and identification of modifications needed for import
  • Hands-on assistance with file imports

Who Should Attend
Firm members who will work with CCH® Fixed Assets Manager.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH® Fixed Assets Manager Reporting and Utilities Training
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificates included
  • Up to 15 attendees
  • Taxes - 2 credit

Register Now

  • On-site or Web-based
  • Single-client training
Contact Us to Register
Conversion Services

Looking for Conversion Services to help transition to CCH® Fixed Assets Manager? Having a consultant work on your conversion can ensure your data is imported properly and improve data integrity.



Benefits of the Service

  • Configuration of entities, books, assets types, and accounting information including customization
  • Data readiness and conversion including converting current fixed assets output into CCH® Fixed Assets Manager friendly format by book, by import
  • Actual import of asset additions (initial creation) by book
  • Import of prior depreciation by book
  • Update of assets and accounting information by book (import)
  • Import of transfers and retirement by book
  • Clearing of errors and other diagnostics by book, by import
  • Reconciliation of CCH Fixed Assets Manager data to client data including report generation
Custom Consulting

Have you recently hired new staff people that need training on CCH Fixed Assets Manager? Looking for training on a particular fixed asset issue as it relates to CCH Fixed Assets Manager? Custom Consulting may be right for you.