CCH ProSystem fx Outsource - Introduction

Review the features and functionality of CCH ProSystem fx Outsource as it relates to your firms workflow and best practices perspective.

Type: Multi-Client Training
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Used CCH ProSystem fx Outsource last year or have sent at least one return through the service
Field of study: Taxes
Program/Course Level: Intermediate to Advanced

Objectives

• Scanning and saving client workpaper files
• Transmitting returns
• Reviewing returns
• Defining the clarification process
• Redacting SSNs using CCH ProSystem fx iMask