CCH® ProSystem fx® Knowledge Coach

Take control of your audit process with this award-winning planning tool, workpaper generator, audit workflow management application and risk overseer all rolled into one.

Are you managing your audits or are they managing you? If you’d like to take better control of your audit processes, then it’s time to take a look at CCH ProSystem fx Knowledge Coach.

Details

An entirely new type of digital audit management, the award winning and peer reviewed Knowledge Coach is a planning tool, workpaper generator, audit workflow management application and risk overseer all rolled into one.

Knowledge Coach’s powerful interactivity helps auditors move quickly through the planning process, automatically linking risks to program steps, and flowing information through the workpapers on the fly.

Knowledge Coach advises when more documentation is needed, alerts you when something has been missed, and manages reviews and sign-offs. It lets auditors get back to what they do best — the investigative work of auditing.

Rather than spending time managing workpapers, checklists and administration, our Knowledge-Based Audit (KBA) software streamlines the process, which lets you focus on the investigative work of auditing.

With Knowledge Coach, you can:

  • Enter data once and watch it flow across all workpapers, which ensures accuracy and efficiency. Any future changes also flow automatically.
  • Roll forward prior-year audits to save time.
  • Simplify compliance with the latest risk-based audit standards by using multiple levels of questions that dynamically identify and create tailored audit procedures.
  • Save answers to questions, custom program steps and risks as templates so they can be used for other clients and similar engagements.
  • Use drilldowns, links and answer guidance to see the details of all actions and recommendations.
  • Use a Tips pane to get contextual guidance based on what is selected in the workpaper.
  • Rely on extensive diagnostics to help identify missing steps, incomplete workpapers or unaddressed risks throughout the audit.
  • Click on CCH® Accounting Research Manager® hyperlinks for instant access to additional supporting information and research.
  • Identify and enter financial and assertion level risks from any workpaper and the system consolidates them into an engagement risk summary.
  • Since you access Knowledge Coach from within Engagement, you use all of Engagement workflow features, including binder sharing and synchronization, sign-off references, reports and more.
Knowledge Coach works seamlessly with CCH® ProSystem fx® Engagement and CCH® Accounting Research Manager® to create a powerful audit management solution designed to help your firm meet audit quality standards. There's simply no other audit resource like it!

Specifications include the following:

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Training and Consulting

This course offers guidance on the procedures necessary to successfully implement and maintain CCH ProSystem fx Knowledge Coach.

Course Objectives

  • Firm planning and implementation and on-going management
  • Analysis of software proficiency
  • Technology implementation and on-going management
  • Firm content management
  • Engagement content management

Who Should Attend?

  • Implementation team of 3-5 power users comprised of auditors with varying levels of responsibility, such as staff, senior, manager and partner.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel and Windows and CCH ProSystem fx Knowledge Coach Training
  • Advanced Preparation: CCH® Learning & Development Academy - Knowledge-Based Audit Methodology Training
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • 1 per attendee
  • Up to 15 (1-on-1)
  • Auditing — 4 Credits

Register Now

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

Contact Us to Register >

This course provides guidance for the procedures necessary to successfully create industry binder templates. The Wolters Kluwer consultant assigned to your firm will guide the implementation team through the appropriate steps in building customized industry templates, which will lead to efficiencies when implementing Knowledge Coach.

Course Objectives

  • Create industry-specific binder templates

Who Should Attend?

  • Implementation team of power users comprised of auditors with varying levels of responsibility, such as staff, senior, manager and partner.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH ProSystem fx Knowledge Coach Training, CCH ProSystem fx Knowledge Coach — Best Practices
  • Advanced Preparation: CCH Learning & Development Academy - Knowledge-Based Audit Methodology Training
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • 1 per attendee
  • Up to 15 (1-on-1)
  • Auditing — 4 or 8 Credits

Register Now

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

Contact Us to Register >

An introduction to how this dynamic workflow engine streamlines the engagement process with the most up to date content and guidance from the Knowledge-Based Compilation and Knowledge Based Review approach and Accounting Research Manager.

Course Objectives

  • Understand the flow of key Knowledge-Based Compilation and Review workpapers
  • Add Knowledge Coach workpapers to a ProSystem fx Engagement binder
  • Understand workpaper flow and navigation
  • Add and modify program steps
  • Complete Knowledge Coach workpapers and manage content within Knowledge Coach workpapers
  • Understand Knowledge Coach diagnostics
  • Roll Knowledge Coach workpapers forward to the next period
  • Get help with the Knowledge-Based Compilation and Review methodology and Knowledge Coach

Who Should Attend?

  • New CCH ProSystem fx Knowledge Coach users who only perform compilations and reviews.

Program Information

Recommended CPE

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

Sign-up Now >

This course provides guidance for the procedures necessary to successfully implement and maintain CCH ProSystem fx Knowledge Coach for a firm with five or fewer users.

Course Objectives

  • Firm planning and implementation and on-going management
  • Analysis of software proficiency
  • Technology implementation and on-going management
  • Firm content management
  • Engagement content management

Who Should Attend?

  • Implementation team of 1-5 users with varying levels of responsibility, such as staff, senior, manager and partner.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft® Word, Excel and Windows, CCH ProSystem fx Knowledge Coach Training
  • Advanced Preparation: CCH Learning & Development Academy - Knowledge-Based Audit Methodology Training
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • 1 per attendee
  • Up to 5 attendees
  • Auditing — 2 Credits

Register Now

  • Web-based
  • Multi-client Training (MTS)

Contact Us to Register >

An introduction to how this dynamic workflow engine streamlines the engagement process with the most up to date content and guidance from the Knowledge-Based Audit approach and Accounting Research Manager.

Course Objectives

  • Recognize the information flow between Knowledge Coach workpapers
  • Identify key workpapers that impact a Knowledge-Based Audit
  • Use the approach to make your audits more efficient
  • Employ basic Knowledge Coach functionality to implement the approach
  • Use all of these tools to make the approach your own

Who Should Attend?

  • Experienced Staff (6+ months), up to Partners

Program Information

  • Program Level: Advanced
  • Prerequisites: CCH ProSystem fx Training I course (either A&A or Tax)
  • Read Policies

Recommended CPE

  • CPE certificate included
  • 1 per attendee (MTS)
  • Up to 15 attendees
  • Auditing — 12 credits

Register Now

  • Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign-up Now >

An introduction to how this dynamic workflow engine streamlines the engagement process with the most up to date content and guidance from the Knowledge-Based Audit approach and Accounting Research Manager.

Course Objectives

  • Understand the flow of key Knowledge-Based Audit workpapers
  • Add Knowledge Coach workpapers to a ProSystem fx Engagement binder
  • Understand workpaper flow and navigation
  • Add and modify risks and program steps
  • Complete Knowledge Coach workpapers and manage content within Knowledge Coach workpapers
  • Understand Knowledge Coach diagnostics
  • Roll forward Knowledge Coach workpapers to the next period
  • Get help with the Knowledge-Based Audit methodology and Knowledge Coach

Who Should Attend?

  • New ProSystem fx Knowledge Coach users.

Program Information

  • Program Level: Basic
  • Prerequisites: CCH ProSystem fx Training I course (either A&A or Tax)
  • Advanced Preparation: Knowledge-Based Audit Methodology Training
  • Read Policies

Recommended CPE

  • CPE certificate included
  • 1 per attendee (MTS)
  • Up to 15 attendees
  • Auditing — 8 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)

Sign-up Now >

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