TrainingTax & Accounting

CCH® ProSystem fx® Workpaper Manager - Training II (Advanced Trial Balance)

Online or In-person

Designed to provide participants with the knowledge and tools necessary to using the advanced functions and features with CCH ProSystem fx Workpaper Manager. Course includes hands on computer training.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Users who perform advanced TB and workpaper management functions
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Training I (Tax), Training I (AA)
Field of study: Accounting
Program/Course Level: Advanced


  • Navigate the Engagement user interface through advanced template, workpaper management, and user options
  • Customize the trial balance views and grouping lists for nontraditional engagements
  • Create binders for various engagements, including divisional, consolidated, and interim engagements
  • Utilize Workpaper Manager’s diagnostic tools and various workpaper management functions
CCH® ProSystem fx® Workpaper Manager - Training II (Advanced Trial Balance)
Online or In-person
CPE Credits: 4
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To Sign Up For This Class
Call: 800-739-9998, option 1