TrainingTax & Accounting

CCH ProSystem fx Document - Post Implementation Consulting

Ongoing
Online or In-person

This session is customized and meant to assist firms with workflow issues, system configuration and expanding their overall use of Document. Many firms use this session, specifically, to develop non-client storage areas in the application.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Specialized Knowledge & Applications
Program/Course Level: Basic

Objectives

  • Refine current workflow processes, as they relate to CCH ProSystem fx Document
  • Review current file properties (e.g., classes and subclass) and make necessary changes
  • Develop non-client storage areas in Document (e.g., Administrative, Human Resources, Firm Management)
Training
CCH ProSystem fx Document - Post Implementation Consulting
Online or In-person
Ongoing
CPE Credits: 2, 4 or 8
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1