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
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®
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® 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