CCH® ProSystem fx® Knowledge Coach - 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.

Type: Single client training, multi-client training
Who should attend: New Knowledge Coach audit users
Advanced preparation: Yes
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows. Engagement Training I (A&A).
Field of study: Auditing
Program/course level: Basic

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