This course is designed to assist firms using Xpitax® Tax Outsourcing. This is the introduction to Xpitax for most customers. This session will cover strategy and best practices for outsourcing with Xpitax. The use of CCH Axcess™ Workflow in the outsourcing process is also introduced.
Type: Single client training
Who should attend: Outsource champions
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software and Applications
CPE Credits: 1 hour
Program/Course level: Basic
Objectives:
• Develop a strategy to determine which returns will be outsourced
• Decide which in-house staff will manage outsourced returns
• Utilize recommended best practices while outsourcing
• Understand the use of CCH Axcess Workflow with Xpitax