Software Training and Consulting Services

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Key Features

Make the most out of your research subscription with:

  • Specialized product training courses
  • Topical training and consulting options
  • Access to additional resources
Other Training and Consulting

Learn the critical tools in Adobe® Acrobat® that will help your staff adapt to the paperless office. This hands-on class will walk your staff through several exercises to practice using these tools within your accounting workflow.

Course Objectives

  • Navigate and set up the Adobe® Acrobat® Interface
  • Set interface viewing options for the best view based on objective
  • Modify and organize PDF files including creating and managing bookmarks
  • Utilize comment and mark up tools for effective communication

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: Adobe® Acrobat® Standard or Professional version 9, X or XI installed; all attendees with consistent versions installed
  • Read Policies

Recommended CPE

  • CPE certificate(s)included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Specialized Knowledge and Applications - 3 credits

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  • On-site or Web-based
  • Single-client training (1-on-1)

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  • Web-based
  • Multi-client Training (MTS), Adobe® Acrobat® version X and XI only

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Learn more about your PDF files and continue to transition your firm into the paperless office. During this hands-on class, you will learn to create PDF files from various sources as well as converting PDF files into different formats, such as Microsoft® Word or Excel® formats to manipulate these files for further analytical work.

Course Objectives

  • Understand the advanced organizational tools of Adobe® Acrobat®
  • Use Microsoft® Office applications, such as Word and Excel® to create PDF files
  • Convert PDF files received into usable Microsoft® Office formats

Who Should Attend?

All staff new to using Adobe® Acrobat®.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic Adobe® Acrobat® Knowledge
  • Advanced Preparation: Adobe® Acrobat® Standard or Professional version 9, X or XI installed; all attendees with consistent versions installed
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Specialized Knowledge and Applications - 2 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS), Adobe® Acrobat® version X and XI only

Sign up Now >

Learn to master Adobe® Acrobat’s® advanced tools that will be essential to sharing PDF files with your clients electronically, however with powerful tools, there are potential risks with a firm wide implementation of these tools. This class will provide your Paperless Champions Team with the knowledge required to make informed decisions.

Course Objectives

  • Learn advanced viewing options for quick and easy navigation
  • Set security options and create standardized security settings to establish guidelines
  • Digitally sign electronic workpapers

Who Should Attend?

Staff using Adobe® Acrobat® advanced tools.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Basic Adobe® Acrobat® Knowledge
  • Advanced Preparation: Adobe® Acrobat® Standard or Professional version 9, X or XI installed; all attendees with consistent versions installed
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Specialized Knowledge and Applications - 2 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS), Adobe® Acrobat® version X and XI only

Sign up Now >

Looking for additional IT consulting? Create your own agenda and benefit from the opportunity to have a qualified consultant answer your firm's specific questions.

Course Objectives

  • Determined by the firm

Who Should Attend?

Determined by the firm based on the agenda.

Program Information

  • Program Level: Basic to Intermediate depending on agenda
  • Prerequisites: Network experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificate(s)

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Maximize your IT investment with Wolters Kluwer, CCH and your ProSystem fx® applications.

Course Objectives

  • Understanding installation procedures and software updates for the ProSystem fx Suite applications currently in place
  • Ensuring adequacy of hardware and software requirements are met
  • Understanding infrastructure and capacity planning as it relates to the ProSystem fx Suite
  • Management of your various application databases, including SQL instances
  • Understanding data backup policies and procedures
  • Understanding proper security and file sharing requirements
  • Configuring and maximizing the integration points for ProSystem fx Suite
  • Understanding how Citrix/Terminal Services works with ProSystem fx Suite

Who Should Attend?

Experienced IT professionals, including Network Administrators, DB Administrators and Project Managers who currently support the ProSystem fx Suite within their firm.

Program Information

  • Program Level: Basic
  • Prerequisites: Network experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificate(s)

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Resources

Wolters Kluwer, CCH offers additional research and learning opportunities to keep you up to date on on information that helps you work smarter and more efficiently.

Contact Us

Contact for the following:

  • Scheduling purchased courses
  • Questions about scheduled courses
  • Rescheduling
  • Training Methods
  • CPE certificates
  • Class confirmations
  • Log in information for Web-based courses

For the following, Find Your Account Representative

  • Purchasing on-site or Web-based courses
  • Questions about course content
  • What courses best fit your firm's needs
  • Pricing
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