TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Sharing Workpapers

Ongoing
Online

In this interactive eLearning course, you will learn how to share workpapers using Engagement Synchronization processes and safeguard your data when you do not have access to the firm's Central File Room.

Type: eLearning
Who Should Attend: All new CCH ProSystem fx Engagement, including staff, seniors, managers, and partners.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting
Program/Course Level: Basic

Objectives

  • Understand the Engagement file structure
  • Differentiate between Synchronization options
  • Become the Current Editor of an entire binder and a partial binder
  • Learn to share workpapers in the field
  • Create a binder package
Training
CCH® ProSystem fx® Engagement - Sharing Workpapers
Online
Ongoing
CPE Credits: 1
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