TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Reviewer

Online or In-person

Provide a thorough understanding of how to review workpapers using CCH ProSystem fx Engagement. Course includes hands on computer training.

Type: Single Client Training
Who Should Attend: Senior management responsible for reviewing workpapers in Engagement
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Accounting
Program/Course Level: Basic


  • Navigate Engagement (including diagnostics)
  • Send and receive documents through synchronization
  • Use workpaper notes and sign-off tools
  • Review with drill down TB link and quickview
  • Use tickmarks and workpaper references
  • Determine when to use locking and freeze
  • Complete binders using the finalization wizard
CCH® ProSystem fx® Engagement - Reviewer
Online or In-person
CPE Credits: 2
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1