TrainingTax & Accounting

CCH ProSystem fx Practice Management - End User

Online or in-person

Course content focuses on the key features that all employees use when entering time and expense transactions, updating the status of a project and finding client contact information. The course content also includes a thorough overview of the Practice Management Dashboard. All of these features are designed to make sure that management has the most up–to–date information to make decisions.

Type: Single client training, multi-client training
Advanced preparation: None
Prerequisites required: None
Field of study: Business management & organization
Program/course level: Basic


  • Enter billable time or expense transactions in 30 seconds or less.
  • Enter nonbillable time, expense, CPE and marketing transactions.
  • Update project status when entering time and expenses.
  • Review, edit and release time and expense transactions.
  • Generate a reimbursable expense report.
  • Manage and review personal due dates.
  • Review summary or detailed timesheet history.
  • Monitor client and project alerts.
  • Look up client information.
  • Use the Firm, Employee, Client, Projects and Resource Dashboards.
CCH ProSystem fx Practice Management - End User
Online or in-person
CPE Credits: 2
Details and Registration
Contact Us for Private Client Training
Call: 800-739-9998, option 1
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