TrainingTax & Accounting

CCH® ProSystem fx® Tax - Setup - eLearning

Online or In-person

In this interactive eLearning course, you will be introduced to the settings in Office Manager, how to configure staff and keep the application updated after releases. You will also learn how to setup a default return and understand the client data conversion process.

Type: eLearning
Who Should Attend: Tax Champion Team
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Tax
Program/Course Level: Basic


  • Access the application and set staff functional rights
  • Create Office Manager settings and defaults
  • Configure Applications
  • Create default returns
  • Perform CCH Software Release updates
  • Setup electronic filing
CCH® ProSystem fx® Tax - Setup - eLearning
Online or In-person
CPE Credits: 2
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