TrainingTax & Accounting

CCH® ProSystem fx® Workpaper Manager - Training I (A&A)

Online or In-person

Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Workpaper Manager for the most common accounting and auditing functions. Users who will be performing financial reporting functions in the application should take this full day course. This course is completely hands on.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Individuals who prepare financial statements and need to prepare and manage workpapers in an electronic environment
Advanced Preparation: No
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Accounting
Program/Course Level: Basic


  • Import and convert data into a trial balance
  • Customize financial statement groupings
  • Group accounts and book journal entries
  • Generate trial balance reports
  • Create analytical reports
  • Link and automate workpapers and financial statements
  • Use tickmarks and workpaper referencing
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office or remotely
Contact us for Private Client Training
To Sign Up For This Class
Call: 800-739-9998, option 1
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