TrainingTax & Accounting

CCH® ProSystem fx® Workpaper Manager - Best Practices Consulting (Half Day)

Ongoing
Online or In-person

This Half Day session is designed to ensure a smooth implementation where a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing CCH ProSystem fx Workpaper Manager. This preparation will provide the time to prepare, correct, or avoid common issues of implementing CCH ProSystem fx Workpaper Manager.

Type: Single-Client Training
Who Should Attend: Implementation leaders (Partners, Manager, Senior/Staff), Administrative staff and IT
Advanced Preparation: No
Prerequisites Required: Yes
Prerequisites: Training I (Tax), Training I (AA)
Field of study: Accounting
Program/Course Level: Basic

Objectives

  • Assess your firm's current procedures and long-term goals
  • Understand your business environment, including departmental relationships
  • Improve electronic processes
  • Develop an implementation plan utilizing our Implementation Checklist
  • Build a customized Firm Policies and Procedures guide for implementation and conversion to CCH ProSystem fx Workpaper Manger's electronic workpaper environment
  • Discuss the development of a standard binder template
Training
CCH® ProSystem fx® Workpaper Manager - Best Practices Consulting (Half Day)
Online or In-person
Ongoing
CPE Credits: 2
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1