TrainingTax & Accounting

CCH® ProSystem fx® Workpaper Manager - Reviewer

Ongoing
Online or In-person

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

Type: Single-Client Training
Who Should Attend: Sr. Mgmt responsible for reviewing workpapers in Engagement
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Accounting
Program/Course Level: Basic

Objectives

  • Navigate CCH ProSystem fx Workpaper Manager (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
Training
CCH® ProSystem fx® Workpaper Manager - Reviewer
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