Training & Consulting

CCH®, a Wolters Kluwer business | The Professional's First Choice™

Training for CorpSystem Workpaper ManagerThe paperless workpaper management component of the CorpSystem® suite

Note: Rely on your sales representative to help you review the Workpaper Manager course selections and build an effective training plan for your company based on your number and type of users. All Workpaper Manager courses are hands-on.

(click here for help building an effective training plan)

Recommended Number of Days						# of Seats
# of Users	IT	Consulting	Training I	Workshop	Training II	MTS
1	-	-	-	-	-	1
3	-	-	-	-	-	3
5	-	-	1	1	-	-
15	1	1	1	1	-	-
20	1	1	2	2	1	-
30	1	1	2	2	1	-
50	1	2	4	4	1	-
75	1	2	5	5	2	-
100	1	2	7	7	3	-

Consulting Courses (Click course names to see / hide course information)

Best Practices Consulting-Standard

Objectives

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 provide your company's implementation leaders with the necessary preparation steps when implementing CorpSystem Workpaper Manager.

Topics

Assessing your business's goals
Understanding your business environment, including departmental relationships
Improving electronic processes
Understanding the Implementation Checklist and related best practices
Developing a standard binder template

Attendees

Implementation Leaders/Champions Team
Administrative and IT representatives

CPE

CPE certificate(s) included
• Up to 15 (1-on-1)
Accounting-4 credits
Management-4 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies

Best Practices Consulting-Premium

Objectives

Adding to the Standard Best Practices course, our Premium Best Practices session focuses on CorpSystem Workpaper Manager best practices as they relate to engagement/project management and workpaper/document management. Our consultants will guide your organization in completing a customized Best Practices document to suit your business's workflow and organizational structure.

Topics

Ensuring an in-depth understanding of the Implementation Checklist and related best practices
Customizing a "Policies and Procedures Guide"
Working through complete multi-office or large-scale implementations

Attendees

Implementation Leaders/Champions Team
Administrative and IT representatives

CPE

CPE certificate(s) included
• Up to 15 (1-on-1)
Accounting-4 credits
Management-4 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies
Best Practices Consulting - Standard

IT Consulting

Objectives

Focus on your company's IT personnel, teaching them how to properly install, maintain and support CorpSystem Workpaper Manager.

Topics

Fitting the system into your network environment
Understanding installation procedures and issues
Ensuring inclusion of hardware and software requirements
Understanding data backup policies and procedures
Integrating Microsoft® Word and Excel
Understanding maintenance, support, and back-end support
Managing MSDE/SQL
Understanding the database behind CorpSystem Workpaper Manager
Understanding file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Attendees

IT personnel

CPE

No CPE certificate(s)

Prerequisites

Read Policies
Network experience

Question and Answer (Q&A)

Note: Customers may choose to sponsor CPE following their state's requirements

Objectives

This Q&A session offers organizations the opportunity to have a qualified CCH consultant field questions, demonstrate answers/explanations, and provide solutions to problems.

Topics

Topics to be provided by participants

Attendees

CorpSystem Workpaper Manager users

CPE

No CPE certificate(s)

Prerequisites

Read Policies
Training I (Tax)course