CCH® ProSystem fx® Knowledge Coach - Preparation, Compilation and Review Training

An introduction to how this dynamic workflow engine streamlines the engagement process with the most up-to-date content and guidance from the Knowledge-Based Preparation, Compilation and Review approach and Accounting Research Manager.

Type: Single-client training, eLearning
Who should attend: Accountants and auditors responsible for managing Preparation, Compilation and Review engagements in CCH ProSystem fx Engagement and Knowledge Coach
Advanced preparation: No
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows.  Engagement Training I (A&A)
Field of study: Auditing
Program/course level: Basic

Objectives

• Understand the basics of the Knowledge-Based Preparation, Compilation, and Review Methodology (KBPCR) and Knowledge Coach (KC)
• Learn about the flow of key Knowledge-Based Preparation, Compilation, and Review workpapers
• Add Knowledge Coach workpapers to an Engagement binder
• Add and modify program steps
• Complete Knowledge Coach workpapers and manage content
• Roll Knowledge Coach workpapers forward to next period