TrainingTax & Accounting

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

Online or In-person

This Standard session is day one of our full Best Practices consultation, which is structured as a 2-day course. Designed to ensure a smooth implementation, a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing 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


  • Assess your firm's 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
  • Develop a standard binder template
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1
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