Wolters Kluwer

CCH® ProSystem fx® Engagement Training and Consulting

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 suit your business's workflow and organizational structure. Additional time will also be available to discuss more complex technical, procedural and functional implementation issues.

Course Objectives

  • 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 CCH 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
  • Prerequisites: Best Practice Consulting - Standard
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

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

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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 CCH ProSystem fx Engagement.

Course Objectives

  • 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 CCH 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

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

Recommended CPE

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

Register Now

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

Contact Us to Register >

This Half Day session is designed to ensure a smooth implementation where a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing CCH ProSystem fx Engagement. This preparation will provide the time to prepare, correct, or avoid common issues of implementing CCH ProSystem fx Engagement.

Course Objectives

  • Assess your firm's current procedures and long-term 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 CCH ProSystem fx Engagement's electronic workpaper environment
  • Discuss the development of a standard binder template

Who Should Attend?

  • Implementation Leaders/Champions Team, Administrative and IT representatives.

Program Information

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

Recommended CPE

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

Register Now

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

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

Course Objectives

  • 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 CCH ProSystem fx Engagement GASB session.

Program Information

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

Recommended CPE

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

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

Course Objectives

  • 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 SQL Express, SQL Standard or Enterprise
  • Understand the database behind CCH ProSystem fx Engagement
  • Understand file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Who Should Attend?

  • IT Personnel

Program Information

  • Program Level: Basic
  • Prerequisites: Network experience
  • 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 >

Designed to provide participants with the knowledge and tools necessary to using the advanced functions and features with CCH ProSystem fx Engagement. Course includes hands on computer training.

Course Objectives

  • Navigate the Engagement user interface through advanced template, workpaper management, and user options.
  • Customize the trial balance views and grouping lists for nontraditional engagements.
  • Create binders for various engagements, including divisional, consolidated, and interim engagements.
  • Utilize Engagement’s diagnostic tools and various workpaper management functions.

Who Should Attend?

  • Users who perform advanced trial balance and workpaper management functions.

Program Information

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

Recommended CPE

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

Register Now

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

Contact Us to Register >


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

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Learn tips and shortcuts for using Engagement in order to become more efficient and enhance your understanding of the software. Course includes hands-on computer training.

Course Objectives

  • Use Engagement functions and concepts to view, customize, modify and manage data
  • Find, manage, share, analyze and use reports to improve efficiencies
  • Utilize various Engagement utilities

Who Should Attend?

  • Users with prior experience in using Engagement

Program Information

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

Recommended CPE

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

Sign up Now >

Get the CCH ProSystem fx Engagement guidance and recommendations that you need to resolve issues and improve efficiencies after implementing the software.

Course Objectives

After attending this course, you will be able to:

  • Clearly understand the best practices for working in Engagement
  • Determine if your current workflow and processes are efficient and consistent with Engagement best practices
  • Determine if other Wolters Kluwer products or training is necessary in order to become more efficient

Who Should Attend?

  • CCH ProSystem fx Engagement’s Champions Team or experienced staff users.

Program Information

  • Program Level: Beginner
  • Prerequisites: Training I (A&A) and Best Practices Consulting
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15
  • Management and Advisory Services – 2 credits

Register Now

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

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

Course Objectives

  • 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?

  • CCH ProSystem fx Engagement users.

Program Information

  • Program Level: Basic to advanced — based on agenda
  • Prerequisites: Training I course (either A&A or Tax)
  • 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 >

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

Course Objectives

  • Navigate Engagement (including diagnostics)
  • Send and receive documents through synchronization
  • Use workpaper notes and sign-off tools
  • Review with drill down TB link and quickview
  • Use tickmarks 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

Recommended CPE

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

Register Now

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

Contact Us to Register >

Get the CCH ProSystem fx Engagement and Knowledge Coach (if applicable) guidance that you need to successfully prepare for software training.

Course Objectives

After attending this course, you will be able to:

  • Set up staff groups, users, and central file rooms in the Engagement Administrator module
  • Download and Assign Engagement and/or Knowledge Coach licenses
  • Test the software properly
  • Set up the training environment properly and download the necessary training materials

Who Should Attend?

  • Those responsible for IT, CCH ProSystem fx Engagement’s Administrator module, or other training administrators.

Program Information

  • Program Level: Beginner
  • Prerequisites: CCH ProSystem fx Engagement and Knowledge Coach (if applicable) must be installed
  • 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 >

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

Course Objectives for Training I (Accounting & Audit)

  • 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 automate workpapers and financial statements
  • Use tickmarks and workpaper referencing
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office or remotely
  • Electronically review and sign off workpapers and financial statements

Who Should Attend?

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

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows; Must attend Training I (Accounting & Audit) before moving to Training II (Accounting & Audit)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

Training I

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

Contact Us to Register >

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

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

Course Objectives for Training I (Tax)

  • 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 manage workpaper notes
  • Collaborate and share documents with users from the office
  • Electronically view and sign off workpapers

Who Should Attend?

  • Training I (Tax) - users who perform tax services without financial statement prep

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows; Must attend Training I (Accounting & Audit) before moving to Training II (Tax)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

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

Register Now

Training I

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

Contact Us to Register >

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

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

Course Objectives

  • Create and customize grouping lists to assist in linking financial statements and supporting schedules.
  • Gain an understanding of the Trial Balance database and links from the Trial Balance database to aid in performing more efficient financial statement linking.
  • Utilize advanced CCH ProSystem fx Engagement functions in conjunction with Microsoft® Office® Word and Excel® functions to enhance the overall efficiency in preparing financial statements and supporting schedules.

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

Recommended CPE

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

Register Now

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

Contact Us to Register >


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

Sign up Now >

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

Course Objectives

  • Import trial balance information using various methods.
  • Utilize subgroups, M-3 Detail groupings, Send to Tax options, M-1 and M-3 groupings, and tax grouping utilities effectively to get the most out of your Engagement tax groupings.
  • Create and manage tax journal entries that facilitate the preparation of Schedules M-1 and M-3.
  • Demonstrate an enhanced understanding of the CCH ProSystem fx Tax Dynalink and all of its features and options.
  • Employ various other Engagement utilities, diagnostic tools, functions, tips, and shortcuts.

Who Should Attend?

  • Users who perform tax prep using CCH ProSystem fx Tax.

Program Information

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

Recommended CPE

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

Register Now

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

Contact Us to Register >


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

Sign up Now >

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.

Course Objectives

  • 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

Recommended CPE

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

Register Now

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

Contact Us to Register >