CCH® ProSystem fx® Workpaper Manager - Version Upgrade

Is your firm on the current version of CCH ProSystem Workpaper Manager? If not, you may be missing out on important enhancements and product functionality. If you are more than one version behind the current version of Workpaper Manager, the upgrade process can be time consuming and difficult to manage without the proper experience. Let one of our expert consultants take the hassle out of the upgrade process by managing this project for your firm and ensuring that everything goes smoothly while the integrity of your data is treated with care and respect.

Type: Single Client Training
Who Should Attend: IT Personnel
Advanced Preparation: Licensing for the most current version of CCH ProSystem fx Workpaper Manager
Prerequisites Required: Yes
Prerequisites: Network experience
Field of study: None
Program/Course Level: Basic

Objectives

• Review of current CCH ProSystem fx Workpaper Manager installation and needed upgrade path
• Advise on any potential or required environment changes needed
• Execution of CCH ProSystem fx Workpaper Manager Administrator upgrade
• Demonstrate the CCH ProSystem fx Workpaper Manager workstation upgrade process
• Validate, conduct end to end testing, and review data backup policies and procedures