Training & Consulting

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

Training for ProSystem fx® EngagementMaximize your engagement efficiency with paperless engagements

Note: Rely on your sales representative to help you review the Engagement course selections and build an effective training plan for your company based on your number and type of users. All Engagement 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	1	1	1	-
15	1	2	1	1	1	-
30	1	2	2	2	1	-
90	2	2	4	4	4	-

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

Training (Accounting & Auditing)

Note: Tax preparation courses are also available. Please refer to Training (Tax) for those options.

Objectives

Establish the foundation of knowledge required to efficiently and effectively utilize ProSystem fx Engagement for the most common accounting and auditing functions with the Training I and Training II (Accounting and Auditing) courses. In tandem, Training I (Accounting and Auditing) and Training II (Accounting and Auditing) represent the complete accounting and auditing user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.

Topics

Discussed in the Training I (Accounting & Audit) course:
- Importing and converting data into a trial balance
- Customizing financial statement groupings
- Grouping accounts and booking journal entries
- Generating trial balance reports
- Creating analytical reports
- Linking and automating workpapers and financial statements
- Using tickmarks and workpaper referencing
- Creating and managing workpaper notes
- Collaborating and sharing documents with users from the office or remotely
- Electronically reviewing and signing off workpapers and financial statements
Discussed during the Training II (Accounting & Auditing) course:
- Performing consolidations, eliminating journal entries, and creating reports
- Using Write-Up Trial Balance
- Customizing the Trial Balance database (Fund, Divisional, Interim)
- Using drill down and import/export functions
- Customizing binders
- Publishing workpapers and financial statements
- Wrapping up a binder using the finalization wizard
- Rolling forward for automatic pro forma and binder preparation
- Synchronization options and tips

Attendees

Training I (Accounting & Audit) course - users who perform financial statement prep, or financial statement prep and tax services
Training II (Accounting & Auditing) course - users who perform financial statement prep, or financial statement prep and tax services and have attended Training I (Accounting & Auditing) or Training I (Tax)

CPE

CPE certificate(s) included
• 1 per attendee (MTS)
• Up to 15 (1-on-1)
Accounting-8 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies
Basic knowledge of Microsoft Word, Excel and Windows
Training II (Accounting & Auditing) course - users who have attended Training I (Accounting & Auditing) or Training I (Tax)

Training (Tax)

Note: Accounting and auditing courses are also available above. Please refer to Training (Accounting & Auditing) for those options.

Objectives

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

Topics

Discussed in the Training I (Tax) course:
- Importing and converting data into a trial balance
- Customizing tax groupings
- Grouping accounts and booking journal entries
- Generating tax-specific reports
- Automating tax workpapers
- Using general tax templates
- Understanding the tax export window
- Creating and managing workpaper notes
- Collaborating and sharing documents with users from the office
- Electronically viewing and signing off workpapers
Discussed during the Tax Training II (Tax) course:
- Performing consolidations, eliminating journal entries, and creating reports
- Using Write-Up Trial Balance
- Customizing the Trial Balance database
- ProSystem fx Dynalink best practices
- Tax journal entries, including enhanced M-3 functionality
- Diagnostic and integration functions
- Tax grouping update process
- Synchronization options and tips
- Wrapping up a binder using the finalization wizard
- Rolling forward for automatic pro forma and binder preparation

Attendees

Training I (Tax) course - users who perform tax services without financial statement prep
Training II (Tax) course - users who perform tax services and have attended Training I (Tax) or Training I (Accounting & Auditing)

CPE

CPE certificate(s) included
• 1 per attendee (MTS)
• Up to 15 (1-on-1)
Accounting-8 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies
Basic knowledge of Microsoft Word, Excel and Windows
Training II (Tax) course - users who have attended Training I (Accounting & Auditing) or Training I (Tax)

Workshop

Note: This course must immediately follow the Training I course

Objectives

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.

Topics

Converting actual data into your company's templates
Connecting binder grouping lists with prior period financial statements
Creating critical reports based on binder type
Automating balances using financial statement links
Preparing data for tax export (if applicable)

Attendees

Training I attendees

CPE

CPE certificate(s) included
• Up to 15 (1-on-1)
Accounting-8 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies
Training I course (either A&A or Tax)

Administrative

Note: Trial balance and detailed workpaper preparation are not covered in this course.

Objectives

Learn how to prepare financial statements and manage files and documents within Engagement. Course includes hands on computer training.

Topics

Navigating Engagement (including diagnostics)
Sending and receiving documents through synchronization
Adding, editing, and saving documents and files

Attendees

Word processing and administrative users responsible for financial statement preparation and document management

CPE

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

Prerequisites

Read Policies
Basic knowledge of Microsoft Word, Excel and Windows

Reviewer

Note: Trial balance and detailed workpaper preparation are not covered in this course.

Objectives

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

Topics

Navigating Engagement (including diagnostics)
Sending and receiving documents through synchronization
Using workpaper notes and sign-off tools
Reviewing with drill down TB link and quickview
Using tickmarks and workpaper references
Determining when to use locking and freeze
Completing binders using the finalization wizard

Attendees

Senior management personnel who only review workpapers

CPE

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

Prerequisites

Read Policies
Basic knowledge of Microsoft Word, Excel and Windows

GASB 34

Objectives

Best used with the Compilation & Review and Local Government and Single Audit titles, learn how to modify a complex GASB 34 template to fit the needs of your particular project. Course includes hands on computer training.

Topics

Importing governmental trial balance data
Understanding the inter-relation of workpapers in the template
Completing the end product
Modifying the GASB 34 templates to fit client financials
Insuring the integrity of related financial statement linking
Using related reconciliation schedules

Attendees

GASB 34 template users

CPE

CPE certificate(s) included
• Up to 15 (1-on-1)
Accounting-8 credits
$50 per additional CPE certificate requested (1-on-1)

Prerequisites

Read Policies
Training I course (either A&A or Tax)

Optimizing the Tax Engagement Binder

Objectives

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

Topics

ProSystem fx Dynalink
M-3 Groupings
Book to tax adjustments
Customizing tax groupings

Attendees

Users who perform tax prep

CPE

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

Prerequisites

Read Policies
Training I (Tax) or Training I (A&A)

Optimizing Engagement Financial Statements

Objectives

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

Topics

Customizing the Trial Balance database
Linking and automating basic Financial Statements
Advanced Trial Balance linking
Linking Supplemental Schedules and the Cash Flow Statement
Trial Balance database linking in Microsoft® Word

Attendees

Users who perform financial statement preparation

CPE

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

Prerequisites

Read Policies
Training I (Tax) or Training I (A&A)