CCH® ProSystem fx® Engagement - Getting Started - eLearning

This course will provide introductory guidance and efficiencies on accessing the application, navigating the main interface, and setting up clients for the first time.

Type: eLearning
Who Should Attend: Any level of accountants or auditors that are new to using Engagement or who need a refresher.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting or Tax
Program/Course Level: Basic

Objectives

• Differentiate between the Administrator and the Workpaper Management modules
• Log into Engagement using your assigned credentials
• Differentiate between the various log-in locations
• Easily navigate and understand key features of the Engagement File Room
• Set up client folders and binders to manage the client’s workpapers