CCH® ProSystem fx® Engagement - Workshop

Reinforcing concepts from the Training I course, gain suggestions and recommended solutions from a knowledgeable consultant on how to set up and prepare engagements and workpapers, using your firm's own engagements, that incorporate your firm's standards. Since this course is spent with your real client data, you can structure them to be partially billable, which will reduce your overall training cost. Course includes hands on computer training.

Type: Single Client Training
Who Should Attend: Users who need to convert client data from an previously used trial balance program to Engagement
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Training I (AA) or Training I (Tax), Best Practices Consulting
Field of study: Accounting
Program/Course Level: Basic

Objectives

• Convert actual data into your company's templates
• Connect binder grouping lists with prior period financial statements
• Create critical reports based on binder type
• Automate balances using financial statement links
• Prepare data for tax export (if applicable)