CCH® ProSystem fx® Tax - Best Practices Consulting

Designed to help you define the most effective way to use CCH ProSystem fx Tax in your firm, our knowledgeable consultants work closely with you to understand your current workflow and then help you make the right decisions necessary to achieve maximum productivity in performing administrative tasks, and preparing and reviewing tax returns. The resulting redesigned workflow will lead you to increased efficiencies during tax season and all year long. This course will benefit new and existing customers alike.

Type: Single Client Training
Who Should Attend: Tax Champions Team
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Tax
Program/Course Level: Basic

Objectives

• Set up Office Manager and configure tax preparation
• Create Organizers and Pro Forma returns
• Import and export data efficiently
• Optimize preparer and reviewer workflow tools
• Understand and begin completion of the best practices documents