TrainingTax & Accounting

CCH® ProSystem fx® Knowledge Coach - Training

Online or In-person

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


  • 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
Contact us for Private Client Training
To Sign Up For This Class
Call: 800-739-9998, option 1
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