CCH Axcess™ Engagement Attest End User Training

This course provides participants with a foundational understanding of the CCH Axcess™ Engagement Attest module, a cloud-based workpaper management and trial balance solution. Through hands-on instruction, participants will learn how to create engagements, perform trial balance functions, and link data to support financial statement preparation, while also applying workflow tools for workpaper documentation.

Type: Single client training, multi-client training
Who should attend: Individuals who prepare financial statements and need to prepare and manage workpapers
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Accounting
Program/course level: Basic

Objectives

• Create clients and engagements
• Perform trial balance functions, including importing data, grouping accounts, and posting journal entries
• Link trial balance data to financial statements and workpapers to support automatic updates
• Apply workflow tools to create workpaper references, document notes, and complete signoffs