Research Training

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

Research Training and Consulting Services

CCH® Accounting Research Manager®
Expertise Made Easy — CCH Accounting Research Manager Training

Learn how to find answers to your accounting questions with CCH Accounting Research Manager. This course will establish the foundation of knowledge required to efficiently and effectively conduct accounting research with accounting, auditing, governmental and SEC authoritative literature, expert Wolters Kluwer interpretive guidance, and practice tools.


Course Objectives

  • Access authoritative GAAP literature
  • Locate interpretive guidance related to the authorities
  • Stay current with New Developments
  • Find answers to your questions utilizing various research methods

Who Should Attend?
Anyone conducting research using CCH Accounting Research Manager

Program Information

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

Recommended CPE

  • FREE CPE certificate(s) included
  • Accounting — 1 credit

Register Now

  • Web-based
  • Complimentary Multi-client Training (MTS)
Contact Us to Register
Client Relate™
Introduction

Learn how ClientRelate helps enhance your client relationships by quickly and efficiently analyzing the client information stored in your CCH® ProSystem fx® Tax data. Review your current processes and take away suggested implementation procedures and policies for managing your resources and integrating ClientRelate into your daily workflow.


Course Objectives

  • Identify specific clients affected by new tax law developments
  • Pinpoint clients who may benefit from additional services
  • Identify new service areas to introduce into your practice and to your clients
  • Understand and perform searches by Tax bulletin, Tax Service and Client

Who Should Attend?
Partners/Principals, Tax Managers, Marketing Staff & Tax Administrative Staff

Program Information

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

Recommended CPE

  • By request only
  • $55 per CPE certificate requested
  • Taxes — 1 credit

Register Now

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

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


Course Objectives

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

Who Should Attend?
ClientRelate Champions Team

Program Information

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

Recommended CPE

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

Register Now

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

Get to the bottom line of federal tax law in record time. Learn how to utilize the Standard Federal Tax Reports and Tax Research Consultant to gain a complete and current picture of federal income tax law. This course will teach you how to use increase your research efficiencies in gaining quick access to authoritative content and practice tools to streamline your research.


Course Objectives

  • Understand the topic coverage of the Wolters Kluwer federal libraries
  • Execute simple keyword search methods
  • Access timely coverage of new developments
  • Locate specific federal tax documents via citation searches
  • Use research aids and additional productivity tools

Who Should Attend?
Anyone conducting Federal tax research with CCH IntelliConnect.

Program Information

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

Recommended CPE

  • By request only
  • Taxes — 1 credit
  • $55 per CPE certificate requested

Register Now

  • Web-based
  • Complimentary, Multi-client Training (MTS)
Contact Us to Register
CCH® AnswerConnect
Introduction to CCH AnswerConnect

In this introductory course you will learn the basics of system navigation, functionality and timesaving features to conduct your research using CCH AnswerConnect. You will develop the basic skills needed to yield efficient and effective results using keyword, citation searches, and practice tools, and learn how to track the latest legislation updates and news developments.

CCH AnswerConnect offers you an option to access answers along with expert guidance to help you quickly, easily and confidently complete your work.


Course Objectives

  • Keyword search, browse and find documents by citation
  • Document your findings and share your results
  • Use research aids and additional productivity tools
  • Extend your research using browser search
  • Track cases and rulings using the Citator

Who Should Attend?
Anyone conducting research using CCH AnswerConnect

Program Information

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

Recommended CPE

  • Taxes — 1 credit

Register Now

  • Complimentary, Web-based
  • Multi-client Training (MTS)
Contact Us to Register
CCH AnswerConnect for Accountants

CCH AnswerConnect is a comprehensive tax research tool that provides you with faster access to the broadest range of information. With an agile and flexible design, it adapts easily to your needs and provides you with quick, actionable answers to your tax questions.

This course is designed for tax professionals in a CPA firm. You will learn the essentials of system navigation, functionality and timesaving features to conduct your research using CCH AnswerConnect. You will develop the basic skills needed to yield efficient results using keyword, citation searches and practice tools.


Course Objectives

  • Best practices in keyword searching to get fast answers to your questions
  • Access your federal and state tax content by topic
  • Search and find a document by citation
  • Use various features to document your findings and share your results
  • Access federal and state tax tools and practice aids

Who Should Attend?
Anyone conducting research using CCH AnswerConnect

Program Information

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

Recommended CPE

  • Taxes — 1 credit

Register Now

  • Complimentary, Web-based
  • Multi-client Training (MTS)
Contact Us to Register
CCH AnswerConnect for Corporations

CCH AnswerConnect is a comprehensive tax research tool that provides you with faster access to the broadest range of information. With an agile and flexible design, it adapts easily to your needs and provides you with quick, actionable answers to your tax questions.

This course is designed for tax professionals in a corporation and will cover a wide range of topics. You will learn the essentials of system navigation, functionality and timesaving features to conduct your research using CCH AnswerConnect. You will develop the basic skills needed to yield efficient results using keyword, citation searches and practice tools.


Course Objectives

  • Best practices in keyword searching to get fast answers to your questions
  • Access your federal, state and international tax content by topic
  • Search and find a document by citation
  • Use various features to document your findings and share your results
  • Access federal, state and international tax tools and practice aids

Who Should Attend?
Anyone conducting research using CCH AnswerConnect

Program Information

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

Recommended CPE

  • Taxes — 1 credit

Register Now

  • Complimentary, Web-based
  • Multi-client Training (MTS)
Contact Us to Register
CCH® IntelliConnect®
Introduction to CCH IntelliConnect

In this introductory course you will learn the basics of system navigation and functionality and time-saving features to conduct your research using CCH IntelliConnect and CCH® Browser Search. You will develop the basic skills needed to yield efficient and effective results using keyword and citation searches, practice tools, and learn how to track the latest legislation updates and news developments.


Course Objectives

  • Customize your homepage
  • Access tax resources and practice aids
  • Keyword search, browse and find documents by citation
  • Document your findings and share your results
  • Extend your research using browser search and CCH Mobile™
  • Track cases and rulings using the citator

Who Should Attend?
Anyone new to using CCH IntelliConnect

Program Information

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

Recommended CPE

  • FREE CPE certificate(s) included
  • Taxes — 1 credit

Register Now

  • Complimentary, Web-based
  • Multi-client Training (MTS)
Contact Us to Register
CCH IntelliConnect for Accountants

This course is designed for the tax professional in a CPA firm. In this course you will learn the best practices of tax research using federal and state tax resources and tools commonly used by accounting firms. In addition, you will learn how to utilize time-saving practice aids, as well as a review of how to keyword search, browse, and perform a citation search to quickly locate and assess tax authority.


Course Objectives

  • Customize your homepage
  • Access tax resources and practice aids
  • Keyword search, browse and find documents by citation
  • Document your findings and share your results
  • Extend your research using browser search and CCH Mobile™
  • Track cases and rulings using the Citator

Who Should Attend?
Anyone conducting research using CCH IntelliConnect

Program Information

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

Recommended CPE

  • FREE CPE certificate(s) included

Register Now

  • Web-based
  • Multi-client Training (MTS)
Contact Us to Register
CCH IntelliConnect for Corporations

This course is designed for the corporate tax professional in a corporation. In this course you will learn the best practices of tax research using federal and state tax resources and tools commonly used by corporations. You will also learn how to utilize CCH® SmartCharts to quickly navigate and compare key state tax research issues for one jurisdiction or compare tax treatments across multiple states. In addition, you will learn how to utilize time saving practice aids, as well as a review of how to keyword search, browse and perform a citation search to quickly locate and assess tax authority.


Course Objectives

  • Customize your homepage
  • Access tax resources and practice aids
  • Keyword search, browse and find documents by citation
  • Document your findings and share your results
  • Extend your research using browser search and CCH Mobile™

Who Should Attend?
Anyone conducting research using CCH IntelliConnect

Program Information

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

Recommended CPE

  • FREE CPE certificate(s) included

Register Now

  • Web-based
  • Multi-client Training (MTS)
Contact Us to Register
CCH IntelliConnect Training for Colleges & Universities

In this course, students and professors will learn the basics of the tax research process and the CCH IntelliConnect research platform. This course shows you how to research utilizing different methods of searching to quickly locate secondary and primary source documents.


Course Objectives

  • Keyword search and browse for documents
  • Find documents by citation
  • Document your findings
  • Track cases and rulings using the Citator

Who Should Attend?
Students and professors conducting tax research as part of their tax and accounting curriculums.

Program Information

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

Recommended CPE

  • No CPE Certificate(s)

Register Now

  • Web-based
  • Complimentary Multi-client Training (MTS)
Contact Us to Register
CCH® IntelliForms

Learn how to access forms, instructions, and CCH® Publications within CCH IntelliForms. You will learn how to locate, view, complete and print forms, schedules and instructions for commonly used federal, state, city, sales tax, and payroll forms.


Course Objectives

  • Locate, populate, and save interactive forms
  • Understand the Client Forms Manager to access forms saved for your client
  • Understand the Client View Manager to manage your workflow
  • Create, store, and apply profiles for your clients and their forms
  • Link to and from research explanations

Who Should Attend?
Anyone preparing tax forms using the CCH IntelliForms product.

Program Information

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

Recommended CPE

  • By request only
  • Taxes — 1 credit
  • $55 per CPE certificate requested

Register Now

  • Web-based
  • Complimentary, Multi-client Training (MTS)
Contact Us to Register
International

Learn how to access the most targeted international CCH® Publications to find answers on U.S. taxation of international transactions, as well as country-specific taxation.


Course Objectives

  • Accessing U.S. international and multinational tax information
  • Covering key concepts and issues of U.S. taxation of international transactions
  • Using international customized news
  • Working with country-specific or regional publications
  • Extend your research using browser search

Who Should Attend?
Anyone conducting research using CCH® IntelliConnect®.

Program Information

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

Recommended CPE

  • Taxes — 1 credit
  • $55 per CPE certificate requested

Register Now

Contact Us to Register
Practical Tax Professional™ Training

Learn unique time-saving features to maximize your time and increase your productivity. This course is designed to help you find quick answers, up-to-the-minute tax news, and Wolters Kluwer, CCH practice tools that are available within Practical Tax Professional and Practical Tax Expert on IntelliConnect.


Course Objectives

  • Understand the topic coverage of the library
  • Access CCH timely coverage of new developments
  • Understand the different methods of keyword searching
  • Locate primary source documents via citation searches
  • Use research aids and additional productivity tools

Who Should Attend?
Anyone conducting federal tax research within the Practical Tax Professional/ Practical Tax Expert on IntelliConnect

Program Information

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

Recommended CPE

  • By request only
  • Taxes — 1 credit
  • $55 per CPE certificate requested

Register Now

  • Web-based
  • Multi-client Training (MTS)
Contact Us to Register
Sales Tax Research and Compliance Manager

Learn how this product easily integrates into your workflow process by incorporating research materials, strategies, and tools to easily navigate sales tax research, compliance, and audit issues. Discover how to find answers quickly as you move between research content and analysis, sales tax rates, multi-jurisdictional comparisons, news, and primary source documents — including archived laws and regulations.


Course Objectives

  • Customizing Tax Tracker for sales and use topics
  • Downloading Sales Tax Smart Charts for quick multi-jurisdictional comparisons
  • Finding local sales tax rates
  • Accessing superior research content
  • Navigating the audit process with outside authored expertise
  • Using interactive Tax Calendar

Who Should Attend?
Anyone conducting research using IntelliConnect.

Program Information

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

Recommended CPE

  • Taxes — 1 credit
  • $55 per CPE certificate requested

Register Now

  • Complimentary, Web-based
  • Multi-client Training (MTS)
Contact Us to Register
State Business Income Tax and Compliance Manager Training

Learn how to streamline your workflow for easier research and increased productivity for state income tax practice-oriented research and compliance support materials. You will also learn how to find faster answers as you move between research content and analysis, income tax rates, multi-jurisdictional comparisons, news, and primary source documents.


Course Objectives

  • Access timely coverage of news on income tax topics
  • Use Multistate Business Income Tax Smart Charts for multijurisdictional comparisons
  • Understand the different methods of keyword searching
  • Use the interactive Tax Calendar to track state sales tax due dates

Who Should Attend?
Anyone conducting state business income tax research with IntelliConnect

Program Information

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

Recommended CPE

  • By request only
  • Taxes — 1 credit
  • $55 per CPE certificate requested

Register Now

  • Web-based
  • Multi-client Training (MTS)
Contact Us to Register
State Tax Research

This course provides an in-depth understanding of how the CCH State Reporters are organized. It will cover what content may be included with a reporter subscription. In addition, we will review the different ways to research within this library.


Course Objectives

  • Understand the structure of the State Reporters
  • Know the key features of the service and how they benefit you
  • Browse the State Reporters and drill down to the information you need
  • Create the various Smart Charts to begin state specific or multi-state tax research
  • Track pending legislation
  • Utilize all of the time-saving tools

Who Should Attend?
Anyone conducting research using IntelliConnect.

Program Information

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

Recommended CPE

  • Taxes — 1 credit
  • $55 per CPE certificate requested

Register Now

  • Complimentary, Web-based
  • Multi-client Training (MTS)
Contact Us to Register
Tax Prep Partner Training

This course provides an understanding of Tax Prep Partner Series integration of explanatory content, unique practice materials, and tools that provide step-by-step analysis during the preparation of federal tax returns. You will also learn how to access the Tax Prep Partner Series directly through ProSystem fx Tax.


Course Objectives

  • Access guidance and tools using CCH A-LINE-D line finder
  • Find definitions on specified tax terms
  • Access relevant elections, client letters, and filled in forms
  • Understand the different methods of keyword searching

Who Should Attend?
Anyone conducting tax compliance research focused research

Program Information

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

Recommended CPE

  • By request only
  • Taxes — 1 credit
  • $55 per CPE certificate requested

Register Now

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