CCH Axcess™ Knowledge Coach - Preparation, Compilation and Review Training

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 Preparation, Compilation and Review approach and Accounting Research Manager.

Type: Single-client training and multi-client training
Who should attend: New CCH Axcess Knowledge Coach users who only perform preparations, compilations and/or reviews
Advanced preparation: None
Prerequisites required: None
Field of study: Accounting
Program/course level: Basic

Objectives

• Recognize the information flow between forms
• Identify key workpapers that impact a Knowledge-Based Preparation, Compilation and Review
• Use the approach to make your engagements more efficient
• Employ basic functionality to implement the approach
• Use all of these tools to make the approach your own