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CCH® ProSystem fx® Engagement - Training I (Accounting & Audit)

Online or In-person

Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Engagement for the most common accounting and audit functions with the Training I and Training II (Accounting and Audit) courses. In tandem, Training I (Accounting and Audit) and Training II (Accounting and Audit) represent the complete accounting and audit user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Individuals who prepare financial statements and need to prepare and manage workpapers in an electronic environment
Advanced Preparation: No
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Accounting
Program/Course Level: Basic


  • Import and convert data into a trial balance
  • Customize financial statement groupings
  • Group accounts and book journal entries
  • Generate trial balance reports
  • Create analytical reports
  • Link and automate workpapers and financial statements
  • Use tickmarks and workpaper referencing
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office or remotely
  • Electronically review and sign off workpapers and financial statements
Contact us for Private Client Training
To Sign Up For This Class
Call: 800-739-9998, option 1
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