CCH® ProSystem fx® Engagement - Best Practices Consulting (Premium)

This Premium session is day two of our full Best Practices consultation, which is structured as a 2-day course. Adding to the Standard Best Practices course, our Premium Best Practices session focuses on engagement management and workpaper management best practices. A knowledgeable consultant will guide your organization in completing a customized best practices/policies and procedures document to suit your business's workflow and organizational structure. Additional time will also be available to discuss more complex technical, procedural and functional implementation issues.

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

Objectives

• Ensure an in-depth understanding of the Implementation Checklist and related best practices
• Build a customized Firm Policies and Procedures guide for engagement management and workpaper management in CCH ProSystem fx Engagement's electronic workpaper environment
• Develop additional firm standard binder templates