CCH® ProSystem fx® Knowledge Coach - Industry Template Workshop

This course provides guidance for the procedures necessary to successfully create industry binder templates. The Wolters Kluwer consultant assigned to your firm will guide the implementation team through the appropriate steps in building customized industry templates, which will lead to efficiencies when implementing Knowledge Coach.

Type: Single-Client Training
Who Should Attend: Implementation leaders (Partners, Manager, Senior/Staff) and IT
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Training I (Tax), Training I (AA)
Field of study: Auditing
Program/Course Level: Advanced

Objectives: Create industry-specific binder templates