CCH® ProSystem fx® Knowledge Coach - Small Firm Implementation Best Practices Consulting

This course provides guidance for the procedures necessary to successfully implement and maintain CCH ProSystem fx Knowledge Coach for a firm with five or fewer users.

Type: Multi-client training
Who should attend: Implementation leaders (Partners, Manager, Senior/Staff) and IT
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Academy Knowledge Coach and the KBA Training, Knowledge Coach Training, or Knowledge Coach Prep Comp and Review Training or eLearning
Field of study: Auditing
Program/course level: Basic

Objectives

• Firm planning and implementation and on-going management
• Analysis of software proficiency
• Technology implementation and on-going management
• Firm content management
• Engagement content management