CCH University

The best on-demand training for your new hires.

One of the top challenges companies continue to face is training new staff members efficiently without compromising experienced staff’s billable hours.

With CCH® University you can give your new hires a consistent and thorough product training experience, in an anxiety-free learning environment, at a personal pace. Discover for yourself what others have learned: an investment in developing new staff will help you quickly realize increased productivity, as well as improve your recruiting and retention.

Quantifiable Benefits

Use CCH University for your new hire product training and you will have a robust, on-demand system that provides the best solution for your new employees' learning needs, freeing your experienced staff to focus on billable services.

By incorporating this CCH resource into your new-hire training process, you'll see immediate benefits, such as:

• A Quick Return on Your Training Investment — Training can begin the moment an employee starts work, allowing them to be immediately productive.
• Enhanced New Staff Productivity — Courses are presented in short lessons to fit into busy schedules.
• Accountability of Learning — Tracking and testing processes reveal whether or not courses were completed and understood.
• A Repeatable Process that Drives Efficiencies — Every new employee will receive the same high-quality training.
• Improved, Standardized Training Process — These top-quality courses are developed by the product experts.

Select the courses tab for a listing of the current CCH University courses available and be sure to visit frequently for new course information.

Order online or Call 1-800-PFX-9998 (800-739-9998), option 3, then 2, then 1, for more information or to make a purchase.

The Best Choice

The best part of CCH University is its accessibility from any location with Internet access. Available 24/7, CCH® University gives your new staff the flexibility to train at their convenience.

What the End Users Have to Say

Here are a few statements from clients who have benefited from CCH® University training:

“Because of time differences, India staff is rarely able to sit in on live webcasts,so the 24 hour access is perfect! We also use CCH® University during our onboarding process. New hires appreciate the ‘sound-bite’ format so they can go directly to the portion of the recording that interests them.”

“We were able to cut our introduction training to 20 minutes from the usual 1-1/2 to 2 hours by using CCH® University.”

“CCH® University training module is very easy to understand and gives a good overview of the Prosystem fx® Tax on various product lines.”

“An excellent online education on ProSystem fx® Tax that is very helpful for beginners. This will be very useful for us during the tax season.”

“Great basic tool for how to use the software.”

“The training modules are nicely compiled and are very helpful. I wish we had more such training modules on other subject areas and advanced tax topics. We look forward to seeing more from CCH® University in the future.

See what CCH® University has to offer and find out our different purchasing options!

Select the Overview tab for more information on the benefits of using CCH® University for your new hire product training. Select the courses tab for a listing of the current CCH University courses available and be sure to visit frequently for new course information.

Order online or call 1-800-PFX-9998 (800-739-9998), option 3, then 2, then 1, for more information or to make a purchase.

CCH® University offers a complete set of courses to cover your new employee training needs. Courses are dynamic and continually evolving, with new courses added regularly in addition to annual updates made to accommodate changes in law, compliance regulations and major program enhancements. All courses are self-study, require no prerequisites, and contain basic level-1 content. Check back often to see the new course additions to CCH® University.

Engagement Curricula

Introduction to ProSystem fx® ActiveData™ (1 CPE)

New users of ProSystem fx ActiveData will gain the basic tools to manage and perform functions within the program and learn how to use the ActiveData commands.

Topics include:

• Navigate the ActiveData User Interface
• Extract and analyze data
• Perform substantive tests
• Organize and manage Excel workbooks
   

CCH® University offers a complete set of courses to cover your new employee training needs. Courses are dynamic and continually evolving, with new courses added regularly in addition to annual updates made to accommodate changes in law, compliance regulations and major program enhancements. All courses are self-study, require no prerequisites, and contain basic level-1 content. Check back often to see the new course additions to CCH® University.

Improved Workflow Curricula

Introduction to CCH® KnowledgeConnect (1 CPE)

Get acquainted with CCH KnowledgeConnect and enjoy quick proficiency with the basic tools and functions within the program. Learn how to navigate the Home Page, search the CCH KnowledgeConnect knowledgebase, and utilize features to build content.

Topics include:

• Navigate the KnowledgeConnect Home Page
• Update your Profile and Account Settings
• Join Communities and find community members
• Search the CCH KnowledgeConnect knowledgebase
• Ask and Answer Questions to People and Communities
• Publish information within the CCH KnowledgeConnect knowledgebase
   

Learn basic electronic document management concepts and how to navigate the three primary ProSystem fx Document interfaces: Web, Document Drive and Email Management. You'll gain knowledge in the best practice methods for adding, searching and retrieving electronic files for edit.

Topics include:

• Navigating the Document web module
• Searching for clients
• Adding files
• Scanning files
• Assigning metadata
• Retrieving and editing files
• Document Drive
• Email Management
   

ProSystem fx® Scan for the Professional Associate (2 CPE)

Conducted from the perspective of a professional associate, this introductory course provides a basic understanding of ProSystem fx Scan and simulated preparing and reviewing electronic tax source documents using the tools contained in the PDFlyer.

Topics include:

• Understanding how ProSystem fx Scan organizes source documents for a 1040 tax return
• Understanding the digital conversion process
• Navigating through the scanned electronic source documents
• Using the PDFlyer tools to enhance on-screen preparation and review processes
   

Practice Management Curricula

ProSystem fx® Practice Management - End User (1 CPE)

Learn from the product experts the most efficient way to perform routine daily tasks required of every user of ProSystem fx Practice Management.

Topics include:

• Looking up client profile, contact, and account information
• Monitoring client and project alerts
• Looking up summary or detailed timesheet or history information
• Managing and reviewing personal due dates
• Generating a reimbursable expense report
• Reviewing, editing and releasing time and expense transactions
• Updating project statuses as time and expenses are entered
• Entering nonchargeable time, expenses, CPE and marketing information
• Entering chargeable time or expense in 30 seconds or less

Note: This course is conducted using the Worksheet View interface.

ProSystem fx® Practice - End User (1 CPE)

Enter chargeable and non-chargeable time and expenses; verify, edit, submit and post time and expense entries to WIP; use clocks; track and monitor projects and tasks from within time entry; use the Inquiry screen to look up contact information and view transaction detail for clients.

Topics include:

• Enter preferences
• Entering Transactions - List tab
• Entering Transactions - Dayplanner and Clocks
• Verifying and Submitting
• Posting
• Inquiry
   

Introduction to ProSystem fx® Document (1 CPE)

Learn basic electronic document management concepts and how to navigate the three primary ProSystem fx Document interfaces: Web, Document Drive and Email Management. You'll gain knowledge in the best practice methods for adding, searching and retrieving electronic files for edit.

Topics include:

• Navigating the Document web module
• Searching for clients
• Adding files
• Scanning files
• Assigning metadata
• Retrieving and editing files
• Document Drive
• Email Management

CCH® University offers a complete set of courses to cover your new employee training needs. Courses are dynamic and continually evolving, with new courses added regularly in addition to annual updates made to accommodate changes in law, compliance regulations and major program enhancements. All courses are self-study, require no prerequisites, and contain basic level-1 content. Check back often to see the new course additions to CCH® University.

Accounting Research Curricula

Accounting Research Manager® (1 CPE)

Research is a never-ending and ever evolving routine for accountants. This course provides a robust introduction to Accounting Research Manager.

Topics include:

• Accessing Accounting Research Manager
• Staying up to date with current developments
• Understanding the organization of content groups
• Navigating within Accounting Research Manager
• Finding answers to questions
• Utilizing various research tips
• Finding help when needed.

In addition, the course covers the 10-K Lookup, Accounting Research Managers template for searching the SEC's EDGAR database.

Tax Research Curricula

CCH® University offers a complete set of courses to cover your new employee training needs. Courses are dynamic and continually evolving, with new courses added regularly in addition to annual updates made to accommodate changes in law, compliance regulations and major program enhancements. All courses are self-study, require no prerequisites, and contain basic level-1 content. Check back often to see the new course additions to CCH® University.

E-Filing Curricula

During this one-hour presentation, discover why CCH University is the best solution to getting your new employees productive quickly on CCH products, without requiring the use of valuable, costly internal resources to conduct training. With CCH University, firms benefit from expertly taught CCH product courses, as well as the option to upload their own firm-specific courses. Immediately improve your new hire training processes with CCH University, and make your firm more efficient overall. Join us to learn how.

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