CCH® ProSystem fx® Workpaper Manager - Best Practices Consulting (Standard)

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 discuss the critical implementation issues you may encounter when implementing Workpaper Manager. This preparation will provide the time to prepare, correct, or avoid common issues of implementing CCH ProSystem fx Workpaper Manager.

Type: Single Client Training
Who Should Attend: Implementation leaders (Partners, Manager, Senior/Staff), Administrative staff and IT
Advanced Preparation: No
Prerequisites Required: Yes
Prerequisites: Training I (Tax), Training I (AA)
Field of study: Accounting
Program/Course Level: Basic

Objectives

• Assess your firm's goals
• Understand your business environment, including departmental relationships
• Improve electronic processes
• Develop an implementation plan utilizing our Implementation Checklist
• Build a customized Firm Policies and Procedures guide for implementation and conversion to CCH ProSystem fx Workpaper Manager's electronic workpaper environment
• Develop a standard binder template