Training and Consulting Courses

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ProSystem fx Engagement – IT Consulting

A well informed IT department is essential for a successful implementation of ProSystem fx Engagement.  Learn how to properly install, maintain and support this product.

Objectives

After attending this course, you will be able to:

  • Fit Engagement into your network environment
  • Understand installation procedures and issues
  • Ensure inclusion of hardware and software requirements
  • Understand data backup policies and procedures
  • Integrate Microsoft Word and Excel, and Adobe Acrobat 
  • Understand maintenance, support, and back-end support
  • Manage Managing SQL Express/SQL
  • Understand the database behind ProSystem fx Engagement
  • Understand file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Who Should Attend

IT Personnel

Program Information

Register Now

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

Recommended CPE

  • No CPE certificates

ProSystem fx Engagement – Best Practices Consulting (Standard)

This Standard session is day one of our full Best Practices consultation, which is structured as a 2-day course. Designed to ensure a smooth implementation, a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing Engagement.  This preparation will provide the time to prepare, correct, or avoid common issues of implementing ProSystem fx Engagement.

Objectives

After attending this course, you will be able to:

  • Assess your firm's goals
  • Understand your business environment, including departmental relationships
  • Improve electronic processes
  • Develop an implementation plan utilizing our Implementation Checklist
  • Build a customized Firm Policies and Procedures guide for implementation and conversion to ProSystem fx Engagement's electronic workpaper environment
  • Develop a standard binder template

Who Should Attend

  • Implementation Leaders/Champions Team
  • Administrative and IT representatives

Program Information

Register Now

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

Recommended CPE

  • CPE certificate(s) included
    • Up to 15 (1-on-1)
  • Accounting-4 credits
  • Management-4 credits

ProSystem fx Engagement – Best Practices Consulting (Premium)

This Premium session is day two of our full Best Practices consultation, which is structured as a 2-day course.  Adding to the Standard Best Practices course, our Premium Best Practices session focuses on engagement management and workpaper management best practices. A knowledgeable consultant will guide your organization in completing a customized best practices/policies and procedures document to suite your business's workflow and organizational structure.  Additional time will also be available to discuss more complex technical, procedural and functional implementation issues.

Objectives

After attending this course, you will be able to:

  • Ensure an in-depth understanding of the Implementation Checklist and related best practices
  • Build a customized Firm Policies and Procedures guide for engagement management and workpaper management in ProSystem fx Engagement's electronic workpaper environment
  • Develop additional firm standard binder templates

Who Should Attend

  • Implementation Leaders/Champions Team
  • Administrative and IT Representatives

Program Information

  • Program Level: Basic
  • Best Practice Consulting - Standard
  • Read Policies

Register Now

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

Recommended CPE

  • CPE certificate(s) included
    • Up to 15 (1-on-1)
  • Accounting-4 credits
  • Management-4 credits

ProSystem fx Engagement – Training (Accounting and Audit)

Establish the foundation of knowledge required to efficiently and effectively utilize 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.

Objectives

After attending this course, you will be able to:

Discussed in the Training I (Accounting & Audit) course:

  • 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 automateworkpapers and financial statements
  • Usetickmarks and workpaper referencing
  • Create and manageworkpaper notes
  • Collaborate and share documents with users from the office or remotely
  • Electronically review and sign off workpapers and financial statements

Discussed during the Training II (Accounting & Audit) course:

  • Perform consolidations, eliminating journal entries, and create reports
  • Use Write-Up Trial Balance
  • Customize the Trial Balance database (Fund, Divisional, Interim)
  • Use drill down and import/export functions
  • Customize binders
  • Publishworkpapers and financial statements
  • Wrap up a binder using the finalization wizard
  • Roll forward for automatic pro forma and binder preparation
  • Understand synchronization options and tips

Who Should Attend

  • Training I (Accounting & Audit) course - users who perform financial statement prep, or financial statement prep and tax services
  • Training II (Accounting & Audit) course - users who perform financial statement prep, or financial statement prep and tax services and have attended Training I (Accounting & Audit) or Training I (Tax)

Program Information

  • Program Level: Basic
  • Basic knowledge of Microsoft Word, Excel and Windows
  • Training II (Accounting & Auditing) course - users who have attended Training I (Accounting & Auditing) or Training I (Tax)
  • Advanced Preparation: None
  • Read Policies

Register Now

Training I
On-site or Web-based

Single-client Training (1-on-1)

Web-based
Multi-client Training (MTS)


Training II
On-site or Web-based

Single-client Training (1-on-1)

Web-based
Multi-client Training (MTS)

Recommended CPE

  • CPE certificate included
    • Up to 15 (1-on-1)
    • 1 per attendee (MTS)
  • Accounting - 8 credits

ProSystem fx Engagement – Training (Tax)

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

Objectives

After attending this course, you will be able to:

Discussed in the Training I (Tax) course:

  • Import and convert data into a trial balance
  • Customize tax groupings
  • Group accounts and book journal entries 
  • Generate tax-specific reports
  • Automate tax workpapers
  • Use general tax templates
  • Understand the tax export window
  • Create and manageworkpaper notes
  • Collaborate and share documents with users from the office
  • Electronically view and sign off workpapers

Discussed during the Tax Training II (Tax) course:

  • Perform consolidations, post eliminating journal entries, and create reports
  • Use Write-Up Trial Balance
  • Customize the Trial Balance database
  • Understand ProSystem fx Dynalink best practices
  • Post Tax journal entries, including enhanced M-3 functionality
  • Use diagnostic and integration functions
  • Perform tax grouping update process
  • Use synchronization options and tips
  • Wrap up a binder using the finalization wizard
  • Roll forward for automatic pro forma and binder preparation

Who Should Attend

  • Training I (Tax) course - users who perform tax services without financial statement prep
  • Training II (Tax) course - users who perform tax services and have attended Training I (Tax) or Training I (Accounting & Auditing)

Program Information

  • Program Level: Basic
  • Basic knowledge of Microsoft Word, Excel and Windows
  • Training II (Tax) course - users who have attended Training I (Accounting & Auditing) or Training I (Tax)
  • Advanced Preparation: None
  • Read Policies

 

Register Now

Training 1
On-site or Web-based

Single-client Training (1-on-1)

Web-based
Multi-client Training (MTS)


Training II
On-site or Web-based

Single-client Training (1-on-1)

Web-based
Multi-client Training (MTS)

Recommended CPE

  • CPE certificate(s) included
    • 1 per attendee (MTS)
    • Up to 15 (1-on-1)
  • Taxes - 8 credits

ProSystem fx Engagement – Fund Reporting

Learn how to setup and manage Governmental and Not-for-Profit trial balance data and financial statements. Course includes hands-on computer training.

Objectives

After attending this course, you will be able to:

  • Manage multiple funds for Governmental and Not-for-Profit entities
  • Create and customize a Fund Trial Balance database
  • Import fund and trial balance data
  • Create and modify trial balance links within the Fund Financial Statements
  • Create and modify Fund Journal Entry and Trial Balance Reports
  • Understand the inter-relation of workpapers in the template

Who Should Attend

  • Those individuals involved in the preparation of Governmental and Not-for-Profit financial statements using ProSystem fx Engagement. This session replaces the discontinued ProSystem fx Engagement GASB session.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I A&A course
  • Advanced Preparation: None
  • Read Policies

Register Now

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


Web-based
Multi-client Training (MTS)

Recommended CPE

  • CPE certificate(s) included
    • 1 per attendee (MTS)
    • Up to 15 (1-on-1)
  • Accounting-6 credits

ProSystem fx Engagement – Workshop

Reinforcing concepts from the Training I course, gain suggestions and recommended solutions from a knowledgeable consultant on how to set up and prepare engagements and workpapers, using your firm's own engagements, that incorporate your firm's standards. Since this course is spent with your real client data, you can structure them to be partially billable, which will reduce your overall training cost. Course includes hands on computer training.

Objectives

After attending this course, you will be able to:

  • Convert actual data into your company's templates
  • Connect binder grouping lists with prior period financial statements
  • Create critical reports based on binder type
  • Automate balances using financial statement links
  • Prepare data for tax export (if applicable)

Who Should Attend

Training I attendees

Program Information

  • Program Level: Basic
  • Prerequisites: Training I course (either A&A or Tax) and Best Practices Consulting
  • Advanced Preparation: None
  • Read Policies

Register Now

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

Recommended CPE

  • CPE certificate(s) included:
    • Up to 15 (1-on-1)
  • Accounting - 8 credits

ProSystem fx Engagement – Administrative

Learn how to prepare financial statements and manage files and documents within Engagement.  Course includes hands on computer training.

Objectives

After attending this course, you will be able to:

  • Navigate Engagement (including diagnostics)
  • Send and receive documents through synchronization
  • Add, edit, and save documents and files

Who Should Attend

Word processing and administrative users responsible for financial statement preparation and document management

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows
  • Advanced Preparation: None
  • Read Policies

Register Now

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

Web-based
Multi-client Training (MTS)

Recommended CPE

  • CPE certificate(s) included
    • 1 per attendee (MTS)
    • Up to 15 (1-on-1)
  • Accounting – 4 credits

ProSystem fx Engagement – Reviewer

Provide a thorough understanding of how to review workpapers using Engagement.  Course includes hands on computer training.

Objectives

After attending this course, you will be able to:

  • Navigate Engagement (including diagnostics)
  • Send and receive documents through synchronization
  • Useworkpaper notes and sign-off tools
  • Review with drill down TB link and quickview
  • Usetickmarks and workpaper references
  • Determine when to use locking and freeze
  • Complete binders using the finalization wizard

Who Should Attend

Senior management personnel who only review workpapers

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows
  • Advanced Preparation: None
  • Read Policies

Register Now

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

Web-based
Multi-client Training (MTS)

Recommended CPE

  • CPE certificate(s) included
    • 1 per attendee (MTS)
      • Up to 15 (1-on-1)
  • Accounting – 4 credits

ProSystem fx Engagement – Optimizing the Tax Engagement Binder

Designed to provide participants with the knowledge and tools necessary to optimize the ProSystem fx Engagement tax binder, and it's integration with ProSystem fx Tax. Course includes hands on computer training.

Objectives

After attending this course, you will be able to:

  • Understand ProSystem fx Dynalink
  • Use M-3 Groupings
  • Post book to tax adjustments
  • Customize tax groupings

Who Should Attend

Users who perform tax prep using ProSystem fx Tax

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Register Now

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

Web-based
Multi-client Training (MTS)

Recommended CPE

  • CPE certificate(s) included
    • 1 per attendee (MTS)
    • Up to 15 (1-on-1)
  • Taxes – 4 credits

ProSystem fx Engagement – Optimizing Engagement Financial Statements

Designed to provide participants with the necessary tools needed to help increase their efficiency when creating and using ProSystem fx Engagement financial statements. Course includes hands on computer training.

Objectives

After attending this course, you will be able to:

  • Customize the Trial Balance database
  • Link and automate basic Financial Statements
  • Use advanced Trial Balance linking
  • Link Supplemental Schedules and the Cash Flow Statement
  • Link the Trial Balance database in Microsoft® Word

Who Should Attend

Users who perform financial statement preparation

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Register Now

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

Web-based
Multi-client Training (MTS)

Recommended CPE

  • CPE certificate(s) included
    • 1 per attendee (MTS)
    • Up to 15 (1-on-1)
  • Accounting-4 credits

ProSystem fx Engagement – Question and Answer (Q&A)

CCH recommends you establish regular implementation meetings after completing your Engagement training. This Q&A course offers you the opportunity to have a qualified CCH consultant answer your questions in person.

Objectives

After attending this course, you will be able to:

  • Distribute business-wide information (policies, new templates, or support tips)
  • Engage your peers with questions related to specific binders
  • Build staff morale and confidence

Who Should Attend

ProSystem fx Engagement users

Program Information

  • Program Level: Basic
  • Prerequisites: Training I course (either A&A or Tax)
  • Advanced Preparation: None
  • Read Policies

Register Now

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

Recommended CPE

  • No CPE certificate(s)