Wolters Kluwer

The best training on the product is from the maker of the product.

Increase your workplace productivity with the flexibility of accessing our interactive eLearning courses at your leisure, 24/7, anywhere and anytime. Obtain CPE credit by launching the courses in our new Learning Management System.
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Tax

Get the most out of your Wolters Kluwer tax software solutions.

CCH Axcess™ Tax — Setup — eLearning

  • This two-hour course will be beneficial if you are new to CCH Axcess Tax and in the process of setting up the application. This course is designed to present the various options for setting up CCH Axcess Tax.
  • $150 per learner. 2 hours of CPE credit.


CCH Axcess™ Tax — Introduction — eLearning

  • This two hour interactive course will be beneficial if you are new to using CCH® Axcess™ Tax. It is designed to present the basics of using the application including navigation, features, reviewing returns and accessing help in CCH Axcess Tax.
  • $150 per learner. 2 hours of CPE credit.


CCH Axcess Tax — End User Overview — eLearning

  • This course will be beneficial to any current customer migrating to CCH Axcess Tax. Discover the distinguishing features and functions of CCH Axcess Tax. See how the new technology features provide your company improved ease-of-use in the tax preparation process. New terminology associated with similar CCH® ProSystem fx® Tax functions will also be discussed.
  • $150 per learner. 2 hours of CPE credit.

CCH Axcess Tax — Introduction to Worksheet View — eLearning

  • This course will be beneficial to any customer migrating to CCH Axcess Tax who used the Interview Forms user interface. Overall, the session will discuss the benefits and features available in Worksheet View to simplify the data entry process.
  • $75 per learner. 1 hour of CPE credit.


CCH Axcess Tax — Administrator — eLearning 

  • This course will be beneficial if you are administrative staff new to using CCH Axcess Tax. What this is:  This course is designed to introduce you to the day to day processing of tax returns using CCH Axcess Tax.  This course will also introduce you to the Dashboard, Return Manager, Batch Manager and electronic filing tracking.
  • $75 per learner. 1 hour of CPE credit.


CCH® ProSystem fx® Tax — Setup — eLearning

  • In this interactive eLearning course, you will be introduced to the settings in Office Manager, how to configure staff and keep the application updated after releases. You will also learn how to setup a default return and understand the client data conversion process.
  • $150 per learner. 2 hours of CPE credit.

CCH® ProSystem fx® Tax — Introduction to Worksheet View — eLearning

  • In this interactive eLearning course, you will learn how to use Worksheet View to streamline data entry for more efficient tax preparation. Learn how to save time through importing and exporting with Microsoft® Excel®, federal and state combined data entry screens and other features. You will also learn about the many Worksheet View related options and preferences available to your firm and to individual users.
  • $75 per learner. 1 hour of CPE credit.


CCH® ProSystem fx® Tax – Introduction – eLearning

  • This two hour course will be beneficial to new users of CCH ProSystem fx Tax.  The course will focus on basic features and navigation as needed to prepare tax returns in the application.
  • $150 per learner. 2 hours of CPE credit.


CCH® ProSystem fx® Tax — Administrator and Electronic Filing — eLearning

  • This course is designed to introduce you to the day to day processing of tax returns using CCH ProSystem fx Tax. This course will also introduce you to the Tax Preparation, Office Manager, Production Processing and Electronic Filing Status modules as well as electronic filing tracking.
  • $75 per learner. 1 hour of CPE credit.


To obtain additional information call 800-739-9998, option 2.

For a full list of available courses, visit the Wolters Kluwer Learning Management System >

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Research

Improve Your Research Efficiencies

CCH® AnswerConnect – eLearning

  • In this one hour interactive eLearning course, CCH AnswerConnect - eLearning, you will learn the ease of system navigation, functionality, and time-saving features to conduct your research using CCH AnswerConnect. You will learn about the various features and search options off of the CCH AnswerConnect home page and easily access tax resources, practice aids/tools and CCH State Tax SmartCharts. In addition, you will learn to search by using the search bar on the home page of CCH AnswerConnect, browse through content and also be able to document your findings and share your results.
  • $49.99 per learner (limited time only). 1 hour of CPE credit.


CCH Tax Prep Partner Series – eLearning

  • In this interactive eLearning course, you will gain an understanding of Tax Prep Partner Series integration of explanatory content, unique practice materials, and tools that provide step-by-step analysis during the preparation of federal tax returns. You will also learn how to access the Tax Prep Partner Series directly through CCH ProSystem fx Tax/CCH Access Tax, CCH A-Line-D, CCH Browser Search and keyword searching/browsing.
  • $75 per learner. 1 hour of CPE credit.


CCH® ClientRelate – eLearning

  • In this interactive eLearning course, you will learn how CCH ClientRelate helps enhance your client relationships by quickly and efficiently analyzing the client information stored in your CCH® ProSystem fx® Tax data. The course will define CCH ClientRelate as well as discuss the details of ClientRelate Bulletins, Services and Search by Client.
  • $75 per learner. 1 hour of CPE credit.


CCH® IntelliConnect® — Introduction to CCH IntelliConnect — eLearning

  • This one-hour introductory course will cover the basics of system navigation and functionality and time-saving features to conduct your research using CCH IntelliConnect. You will develop the basic skills needed to yield efficient and effective results using keyword and citation searches, practice tools, and learn how to track the latest legislation updates and news developments.
  • $75 per learner. 1 hour of CPE credit.


CCH® IntelliConnect® — IntelliConnect for Accountants — eLearning

  • This course will cover the best practices of tax research using federal and state tax resources and tools commonly used by accounting firms. In addition, you will learn how to utilize time-saving practice aids, as well as a review of how to keyword search, browse, and perform a citation search to quickly locate and access tax authority. This course is designed for the tax professional in a CPA firm.
  • $75 per learner. 1 hour of CPE credit.


CCH® IntelliConnect® — IntelliConnect for Corporations — eLearning

  • This course will cover the best practices of tax research using federal and state tax resources and tools commonly used by corporations. You will also learn how to utilize CCH® SmartCharts to quickly navigate and compare key state tax research issues for one jurisdiction or compare tax treatments across multiple states. In addition, you will learn how to utilize time saving practice aids, as well as a review of how to keyword search, browse and perform a citation search to quickly locate and assess tax authority. This course is designed for the corporate tax professional in a corporation.
  • $75 per learner. 1 hour of CPE credit.


CCH® Accounting Research Manager® — Expertise Made Easy — eLearning

  • In this one hour introductory course, you will learn how to find answers to your accounting questions with CCH Accounting Research Manager. This course will establish the foundation of knowledge required to efficiently and effectively conduct accounting research with ARM's accounting, auditing, governmental, SEC authoritative literature, and expert Wolters Kluwer interpretive guidance, and practice tools.
  • $75 per learner. 1 hour of CPE credit.


CCH® IntelliForms® — eLearning

  • In this interactive eLearning course, you will learn how to use CCH IntelliForms, which gives you instant access to the most current, comprehensive and easy-to-use library of tax forms and instructions available. You will learn how to locate, view, complete and print forms, schedules and instructions for commonly used federal, state, city and local forms. CCH IntelliForms is designed to make navigation fast and easy. Find forms quickly with the convenient search function, access saved forms, blank forms, instructions and jurisdictions from one screen, transfer existing client profile data into any form.
  • $75 per learner. 1 hour of CPE credit.


To obtain additional information call 800-739-9998, option 2.

For a full list of available courses, visit the Wolters Kluwer Learning Management System >

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Accounting & Audit

Simplify and improve your accounting and audit process.

CCH® ProSystem fx® Engagement — Getting Started with Tax Engagements — eLearning

  • This one hour course will be beneficial to all new tax accountants that use CCH ProSystem fx Engagement. Overall, the session will introduce the software and cover logging in, navigation and best practices for creating a new client and binder for tax engagements.
  • $75 per learner. 1 hour of CPE credit.


CCH® ProSystem fx® Engagement — Importing & Navigating the Tax Trial Balance — eLearning

  • In this interactive eLearning course, learn how to import financial data into the Engagement Trial Balance Database (TB) in preparation for the tax return and how to navigate and modify the database easily using Engagement functions.
  • $75 per learner. 1 hour of CPE credit.


CCH® ProSystem fx® Engagement — Getting Started — eLearning

  • This course will provide introductory guidance and efficiencies on accessing the application, navigating the main interface, and setting up clients for the first time.
  • $75 per learner. 1 hour of CPE credit.


CCH® ProSystem fx® Engagement — Workpaper Management — eLearning

  • This course will introduce and provide guidance for using Engagement functions to manage workpapers.  It is designed to introduce you to Engagement workflow tools: Workpaper Notes, Tickmarks, Workpaper References, and Workpaper Signoffs.
  • $75 per learner. 1 hour of CPE credit.


CCH® ProSystem fx® Engagement — Linking Financial Statements and Workpapers — eLearning

  • This course will cover topics related to linking workpapers and financial statements in Engagement. The course is designed as introductory course on how to using Engagement and Microsoft Excel functions to link Microsoft® Excel® and Word documents, to include Financial Statements and Notes to the Financial Statements.
  • $75 per learner. 1 hour of CPE credit.

CCH® ProSystem fx® Engagement — Organizing Binders & Inserting Workpapers — eLearning

  • This course will discuss the best practices related to properly structuring and navigating your binder and inserting workpapers using various tools.
  • $75 per learner. 1 hour of CPE credit.

CCH® ProSystem fx® Engagement — Importing & Navigating the Trial Balance Database — eLearning

  • This course will cover various ways to import the client’s trial balance data into Engagement’s Trial Balance database, as well as how to navigate and modify the database when changes are necessary.
  • $75 per learner. 1 hour of CPE credit.


CCH® ProSystem fx® Engagement – Grouping Chart of Accounts – eLearning
  • This course will provide introductory guidance on using Engagement’s Account Grouping functionality to include grouping chart of accounts using various methods, modifying and sharing grouping lists, and best practices for managing grouping lists.
  • $75 per learner. 1 hour of CPE credit.

CCH® ProSystem fx® Engagement – Posting Journal Entries – eLearning
  • This course will focus on using the journal entry functions in Engagement to post and modify various journal entries, as well as create journal entry reports.
  • $75 per learner. 1 hour of CPE credit.

CCH® ProSystem fx® Engagement – TB Reports – eLearning
  • This interactive course will guide the learner through the steps to create a Trial Balance (TB) Report.  In addition, you will learn how to modify a TB Report using Workpaper Properties and TB Report Properties.
  • $75 per learner. 1 hour of CPE credit.


CCH® ProSystem fx® Engagement – Sharing Workpapers – eLearning

  • In this interactive eLearning course, you will learn how to share workpapers using Engagement Synchronization processes and safeguard your data when you do not have access to the firm’s Central File Room.
  • $75 per learner. 1 hour of Accounting CPE credit.


CCH® ProSystem fx® Engagement – Wrapping Up Engagements – eLearning

  • This course will provide a recap of the steps to complete a Financial Statement Engagement, including use of Engagement’s tracking device for completing and locking your workpapers using Finalize Binder. You will also prepare for the next period engagement by using Roll Forward Binder, using Best Practices along the way.
  • $75 per learner. 1 hour of Accounting CPE credit.


CCH® ProSystem fx® Knowledge Coach — KBPCR — eLearning

  • In this 4 part, interactive course, you will learn how to use the Knowledge-based Preparation, Compilation and Review (KBPCR) methodology and key Knowledge Coach features.
  • $300 per learner. 4 hours of CPE credit.


To obtain additional information call 800-739-9998, option 2.

For a full list of available courses, visit the Wolters Kluwer Learning Management System >

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Workflow

Streamline your Digital Tax Workflow.

CCH Axcess™ Practice Administrator — eLearning

  • In this interactive eLearning course, you will learn the administrative features of CCH Axcess Practice necessary for you to conduct the day-to-day processes of the program, enter the track accounts receivable activity accurately and efficiently, and use standard reports and grid views to track information throughout the program.
  • $150 per learner. 2 hours of CPE credit.

CCH Axcess™ Practice — End User — eLearning

  • This course will be beneficial to any customer new to using CCH Axcess Practice who needs to know how to enter time transactions. Overall, the session will discuss basic concepts of entering and reviewing time. The course will examine features available in order to improve your efficiency.
  • $75 per learner. 1 hour of CPE credit.


CCH Axcess™ Practice — Biller — eLearning
  • This two hour course will be beneficial to any customer new to using CCH Axcess Practice.  This course will cover the background on billing settings, billing lists, and billing fee agreements.  Other topics that will be covered are: reviewing and correcting work in progress, creating and editing invoices, and finalizing invoices.
  • $150 per learner. 2 hours of CPE credit.


CCH Axcess™ Portal (Integrated) — Setup — eLearning

  • This interactive eLearning course focuses on the product’s core settings, so that firms and their clients can begin working with CCH Axcess Portal as quickly as possible.
  • $75 per learner. 1 hour of CPE credit.


CCH Axcess™ Portal (Integrated) — End User — eLearning

  • This interactive eLearning End User course provides introductory training on the basic functions and features for using CCH Axcess Portal. It is designed to ensure that all staff members understand the key components of Portal and how it fully integrates with Document. The focus of this session is on the end user’s perspective.
  • $75 per learner. 1 hour of CPE credit.


CCH Axcess™ Document — Setup — eLearning

  • This two hour course is designed for new and migrating users of either CCH Axcess Document or CCH ProSystem fx Document and reviews Document settings and defaults, Document lists, Document user options, and other setup items to get the program ready for use. Please note, even though this course is titled CCH Axcess Document, this training is for users of either program since the interface is the same.
  • $150 per learner. 2 hours of CPE credit.


CCH Axcess™ Document — End User — eLearning

  • This two hour course will be beneficial to any customer new to or a migrating user of CCH Axcess Document or CCH ProSystem fx Document.  Please note, even though the course is titled CCH Axcess Document, this training is for users of either program since the interface is the same. The session examines features available in order to improve your efficiency in Document.
  • $150 per learner. 2 hours of CPE credit.

To obtain additional information call 800-739-9998, option 2.

For a full list of available courses, visit the Wolters Kluwer Learning Management System >

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Scan/Autoflow

Improve your efficiency with CCH® ProSystem fx® Scan with AutoFlow Technology.

CCH® ProSystem fx® Scan with AutoFlow Technology (On-Premise) — eLearning

  • This two-hour course will be beneficial to any new user to the AutoFlow process. This course uses the on-premise version of Scan and AutoFlow, and is neutral to all Tax platforms.
  • $150 per learner. 2 hours of CPE credit.

CCH® ProSystem fx® Scan with AutoFlow Technology (SaaS) — eLearning
  • This two-hour course will be beneficial to any new user to the AutoFlow process. This course uses the SaaS version of Scan and AutoFlow, and is neutral to all Tax platforms.
  • $150 per learner. 2 hours of CPE credit.

CCH® ProSystem fx® Scan — Scan Operator Fundamentals (On-Premise) — eLearning
  • Ramp up your staff, and get your firm on the path for success using CCH® ProSystem fx® Scan.  In this interactive eLearning two hour course, learners will use CCH ProSystem fx Scan to automate the organization of the client’s paper file.  During this course, you will walk through the fundamental front end scanning workflow, including document preparation, scanning, and quality control.  Along the way, there will be tips which will help you make your process as efficient as possible.
  • $150 per learner. 2 hours of CPE credit.


  • This two hour course will be beneficial for learners who will use CCH ProSystem fx Scan SaaS to automate the organization of the client’s paper file.  During this course, you will walk through the fundamental front end scanning workflow, including document preparation, scanning, and quality control.  Along the way, there will be tips which will help you make your process as efficient as possible.
  • $150 per learner. 2 hours of CPE credit.


CCH® ProSystem fx® Scan –Professional Associate Fundamentals (On Premise) – eLearning

  • This two hour course will be beneficial to any new user to the Scan and PDFlyer tools.  This course will introduce the PDFlyer tools in the various versions of Adobe® Acrobat® and provide a detail walk through of the tools and options as they relate to using the PDFlyer with workpapers produced by the CCH® ProSystem fx Scan application, so a strong focus around 1040 on-screen preparation and review.  This version of the course helps a user locate files produced by the On Premise version of Scan.
  • $150 per learner. 2 hours of CPE credit.


CCH® ProSystem fx® Scan – Professional Associate Fundamentals (SaaS) – eLearning

  • This two hour course will be beneficial to any new user to the Scan and PDFlyer tools.  This course will introduce the PDFlyer tools in the various versions of Adobe® Acrobat® and provide a detail walk through of the tools and options as they relate to using the PDFlyer with workpapers produced by the CCH® ProSystem fx Scan application, so a strong focus around 1040 on-screen preparation and review.  This version of the course helps a user locate and download files produced by the SaaS version of Scan.
  • $150 per learner. 2 hours of CPE credit.


To obtain additional information call 800-739-9998, option 2.

Register for an interactive eLearning course today!