CCH® ProSystem fx® Workpaper Manager - Server Migration

This workshop is designed for firms who want specialized assistance using the Correspondence Manager module within CCH Axcess. During the workshop, with the guidance of a Tax Software Consultant, you will make edits to your firm tax return correspondence.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Firm members who will be responsible for editing the firms' tax return correspondence such as Transmittal letters, Cover Letters and Filing Instructions.
Prerequisites: Introduction to Correspondence Manager

Objectives: Use Correspondence Manager to modify your firms tax return correspondence