• CCH iFirm

  • CCH iFirm Taxprep

  • CCH AnswerConnect

  • Taxprep

  • Introduction to CCH iFirm 

    play_video.png

    Please register for this first session before completing any of the other sessions listed below. Introduction to CCH iFirm is a general introduction to setting up CCH iFirm. It will need to be completed first, whether you have purchased the Jobs & Billing, Portal and/or Documents modules.

    Session 1: Introduction to CCH iFirm

  • CCH iFirm Jobs & Billing

    play_video.png

    If you have purchased the CCH iFirm Jobs & Billing module, please register for the following webinars in the order listed after you have completed Introduction to CCH iFirm (Session 1).

    Session 2: Job and Billing Set-Up
    Session 3: Job Creation
    Session 4: Billing and AR
    Session 5: End User Training

  • CCH iFirm Portal and CCH iFirm Digital Signature
    play_video.png

    If you have purchased the Portal (and/or Digital Signature) module(s), please register for the following session after you have completed Introduction to CCH iFirm (Session 1).

    Session 6: CCH iFirm Portal and CCH iFirm Digital Signature

  • CCH iFirm Documents
    play_video.png

    If you have purchased the Documents module, please register for the following session after you have completed Introduction to CCH iFirm (Session 1).

    Session 7: Introduction to CCH iFirm Documents

  • Still have a few questions?

    Help-Tekengebied-1

    We are pleased to offer weekly Ask-Me-Anything (AMA) sessions that are facilitated live by a member of our team. Register and attend to ask your questions, find out more about a topic or even just hear about some recommended best practices. You can register for as many of these complimentary one-hour sessions as you’d like!

    Click Here to Register

play_video.png

If you are new to CCH iFirm, we recommend watching our Introduction to CCH iFirm Webinar on Demand (WOD) before viewing the CCH iFirm Tax Admin and/or End User webinars on demand.

CCH iFirm Tax Admin Training

The CCH iFirm Tax Admin training is designed to assist admin staff and managers to configure CCH iFirm Tax. In this recorded webinar we will discuss the following topics:

  1. Configuring Options and Settings

  2. Preparer Profile set-up

  3. Print Formats

  4. Client Letter customization

  5. Administrator functions in the Return Manager

CCH iFirm Tax - Admin Training

CCH iFirm Tax End User Training

The CCH iFirm Tax End User training is designed for tax preparers and reviewers. In this recorded webinar we will discuss the following topics:

  1. Opening and Navigating a new return

  2. Data Entry

  3. Adding comments and schedules

  4. Revision Tools

CCH iFirm Tax - End User Training

play_video.png

CCH AnswerConnect is the next generation research platform from Wolters Kluwer and we are excited to bring you up to speed.

In this session, you'll become comfortable with navigation, searching, printing, saving and general document reading. You will also develop the confidence to move within the product, saving both time and energy!

Introduction to CCH AnswerConnect

play_video.png

Taxprep Admin Training

The Taxprep Admin training is designed to assist admin staff and managers to configure Taxprep. In this recorded webinar we will discuss the following topics:

  • Configuring Options and Settings
  • Preparer Profile set-up
  • Print Formats
  • Client Letter customization
  • Administrator functions in the Client Manager

Taxprep Admin Training

Taxprep End User Training

The Taxprep End User training is designed for tax preparers and reviewers. In this recorded webinar we will discuss the following topics:

  • Opening and Navigating a new return
  • Data Entry
  • Adding comments and schedules
  • Revision Tools

Taxprep End User Training

Calendar image

Training Calendar

Check out our Training Calendar to learn more about other available training sessions.

Go there now
Back To Top