CCH® ProSystem fx® Engagement - Getting Started with Tax Engagements
This one hour course will be beneficial to all new tax accountants that use CCH ProSystem fx Engagement. Overall, the session will introduce the software and cover logging in, navigation and best practices for creating a new client and binder for tax engagements.
Who Should Attend: Tax Professionals responsible for managing and working on tax engagements in CCH ProSystem fx Engagement.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Taxes
Program/Course Level: Basic
- 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
- Create client folders and binders to manage the client’s workpapers