CCH® ProSystem fx® Engagement - Best Practices Consulting (Half Day)

This Half Day session is designed to ensure a smooth implementation where a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing CCH ProSystem fx Engagement. This preparation will provide the time to prepare, correct, or avoid common issues of implementing CCH ProSystem fx Engagement.

Type: Single-Client Training
Who Should Attend: Implementation leaders (Partners, Manager, Senior/Staff), Administrative staff and IT
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Training I (A&A) or Training I (Tax)
Field of study: Accounting
Program/Course Level: Basic

Objectives

• Assess your firm's current procedures and long-term goals
• Understand your business environment, including departmental relationships
• Improve electronic processes
• Develop an implementation plan utilizing our Implementation Checklist
• Build a customized Firm Policies and Procedures guide for implementation and conversion to CCH ProSystem fx Engagement's electronic workpaper environment
• Discuss the development of a standard binder template