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CCH® ProSystem fx® Engagement - Training II (Advanced Trial Balance)

Online or In-person

Designed to provide participants with the knowledge and tools necessary to using the advanced functions and features with CCH ProSystem fx Engagement. Course includes hands on computer training.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Users who perform advanced trial balance and workpaper management functions
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows, Training I (A&A) or Training I (Tax)
Field of study: Accounting
Program/Course Level: Advanced


  • Navigate the Engagement user interface through advanced template, workpaper management, and user options
  • Customize the trial balance views and grouping lists for nontraditional engagements
  • Create binders for various engagements, including divisional, consolidated, and interim engagements
  • Utilize Engagement’s diagnostic tools and various workpaper management functions
Contact us for Private Client Training
To Sign Up For This Class
Call: 800-739-9998, option 1
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