Professional and Client Services
Get the most out of your investment with comprehensive software & research training from the
Wolters Kluwer Professional & Client Services team.
From new hires to seasoned professionals, Wolters Kluwer Professional & Client Services offers expert
training and learning solutions that provide efficient skill-building opportunities for your staff.
Whether you're seeking to explore potential revenue streams or gain a competitive advantage over your
competitors, our specialized topics ensure you reach these goals and more.
Select a product and see what online and in-person trainings are available.
CCH Axcess™ Client Collaboration
Online or in-person training available.
CCH Axcess™ Document
Online or in-person training available.
CCH Axcess™ Engagement Pro
Online or in-person training available.
CCH® eSign
Online or in-person training available.
CCH Axcess™ Engagement Essentials
Online or in-person training available.
CCH Axcess™ Knowledge Coach
Online or in-person training available.
CCH Axcess™ Advisor
Online or in-person training available.
CCH Axcess™ Portal
Online or in-person training available.
CCH Axcess™ Practice
Online or in-person training available.
CCH Axcess™ Tax
Online or in-person training available.
CCH Axcess™ Workstream
Online or in-person training available.
CCH Axcess Engagement
Online or in-person training available.
CCH Axcess™ Scan
Online or in-person training available.
CCH Axcess Intelligence
Online or in-person training available.
CCH Axcess™ Fixed Assets
Online or in-person training available.
CCH Axcess Tax Planner
Online or in-person training available.
CCH® ProSystem fx® Document
Online or in-person training available.
CCH® ProSystem fx® Engagement
Online or in-person training available.
CCH® ProSystem fx® Fixed Assets
Online or in-person training available.
CCH® ProSystem fx® Knowledge Coach
Online or in-person training available.
CCH® ProSystem fx® KnowledgeConnect
Online or in-person training available.
CCH® ProSystem fx® Outsource
Online or in-person training available.
CCH® ProSystem fx® Practice Management
Online or in-person training available.
CCH® ProSystem fx® Scan
Online or in-person training available.
CCH® ProSystem fx® Scan (SaaS)
Online or in-person training available.
CCH® ProSystem fx® Tax
Online or in-person training available.
CCH® ProSystem fx® Workpaper Manager
Online or in-person training available.
CCH® Learning & Development Academy - School of Audit
Online or in-person training available.
CCH® Learning & Development Academy - School of Tax
Online or in-person training available.
CCH® TeamMate® Analytics
Online or in-person training available.
CCH® Fixed Assets Manager
Online or in-person training available.
CCH® AnswerConnect
Online or in-person training available.
Accounting & Auditing on CCH® AnswerConnect
Online or in-person training available.
CCH® Research & Learning
Online or in-person training available.
Live Webinar|
1 CPE Credit
|Oct 6, 2026
This course is designed for the tax professional in a CPA firm. You will learn the essentials of system navigation and f...
Live Webinar|
1 CPE Credit
|Oct 6, 2026
In this introductory course, you will learn the basics of system navigation, functionality, and time-saving features to ...
Live Webinar|
0 CPE Credit
|Oct 7, 2026
Learn how to access forms, instructions, and CCH® Publications within CCH IntelliForms. You will learn how to locate, vi...
Live Webinar|
1 CPE Credit
|Oct 7, 2026
This course is designed for corporate tax professionals. You will learn essential system navigation, key functionality, ...
Live Webinar|
0 CPE Credit
|Oct 12, 2026
The Setup course focuses on important settings and configurations that must be enabled for the successful implementation...
Live Webinar|
3 CPE Credits
|$135/credit
|Oct 12, 2026
This course provides participants with a foundational understanding of CCH Axcess™ Engagement, a cloud-based workpaper m...
Live Webinar|
2 CPE Credits
|$135/credit
|Oct 12, 2026
An introduction to how this dynamic workflow engine streamlines the engagement process with the most up-to-date content ...
Live Webinar|
2 CPE Credits
|$135/credit
|Oct 12, 2026
Designed to help configure CCH Axcess Tax in your firm; our consultants work closely with you to understand the configur...
Live Webinar|
4 CPE Credits
|$135/credit
|Oct 13, 2026
This course provides participants with a foundational understanding of CCH Axcess™ Engagement, a cloud-based workpaper m...
Live Webinar|
2 CPE Credits
|$135/credit
|Oct 13, 2026
An overview of basic navigation and functionality of CCH Axcess Knowledge Coach for existing CCH ProSystem fx Knowledge ...
Live Webinar|
2 CPE Credits
|$135/credit
|Oct 13, 2026
An introduction to the day-to-day administration of CCH Axcess Tax with special attention paid to the e-filing process. ...
Live Webinar|
1 CPE Credit
|Oct 14, 2026
Discover the art of sourcing solutions for your accounting and auditing inquiries through the Accounting & Auditing cour...
Live Webinar|
8 CPE Credits
|$145/credit
|Oct 14, 2026
An introduction to how this dynamic workflow engine streamlines the engagement process with the most up-to-date content ...
Live Webinar|
1 CPE Credit
|Oct 14, 2026
In this introductory course, you will learn the basics of system navigation, functionality, and time-saving features to ...
Live Webinar|
16 CPE Credits
|$145/credit
|Oct 15, 2026
This course covers more advanced and complex material. Learn how to refine your skills as an auditor by utilizing analyt...
Live Webinar|
1 CPE Credit
|Oct 15, 2026
This course is designed for the tax professional in a CPA firm. You will learn the essentials of system navigation and f...
Live Webinar|
1 CPE Credit
|Oct 15, 2026
This course is designed for corporate tax professionals. You will learn essential system navigation, key functionality, ...
Live Webinar|
2 CPE Credits
|$135/credit
|Oct 19, 2026
The Setup course helps firms configure and implement CCH Axcess Client Collaboration (Client Collaboration). Through a c...
Live Webinar|
0 CPE Credit
|Oct 19, 2026
The End User course focuses on the key functions staff need to use Client Collaboration Power by Expert AI every day. Th...
Live Webinar|
2 CPE Credits
|$135/credit
|Oct 19, 2026
During this class, CCH® Axcess Scan users will learn the critical steps to efficiently convert client workpapers into a ...
Live Webinar|
8 CPE Credits
|$135/credit
|Oct 19, 2026
Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Engagement for th...
Live Webinar|
4 CPE Credits
|$135/credit
|Oct 19, 2026
The course focuses on a group of important options and features you must set up for the program to function properly. Th...
Live Webinar|
1 CPE Credit
|$135/credit
|Oct 20, 2026
Learn how to successfully implement your firm’s use of CCH Axcess Client Collaboration by completing crucial first steps...
Live Webinar|
1 CPE Credit
|$135/credit
|Oct 20, 2026
Prerequisites: CCH eSign Setup training. Your firm’s CCH eSign license is active, and that your firm’s Nintex/AssureSign...
Live Webinar|
1 CPE Credit
|$135/credit
|Oct 20, 2026
Prerequisites: CCH eSign Setup training. Your firm’s CCH eSign license is active, and that your firm’s Nintex/AssureSign...
Self-Study|
1 CPE Credit
|$135/credit
Learn the fundamentals of CCH Axcess™ Intelligence and how it can support your day-to-day tax work. This introductory eL...
Self-Study|
2 CPE Credits
|$135/credit
This course covers the advanced features used to configure, maintain, and manage CCH Axcess Workflow. In this interactiv...
Self-Study|
2 CPE Credits
|$135/credit
This course covers the foundational features used to navigate, manage, and work within CCH Axcess Workflow. In this inte...
Self-Study|
0 CPE Credit
This course provides an introduction to the CCH Axcess Open Integration Platform APIs and the core concepts required to ...
Self-Study|
2 CPE Credits
|$135/credit
In this interactive eLearning course, you will be introduced you to the day-to-day processing of tax returns using CCH A...
Self-Study|
2 CPE Credits
|$135/credit
In this interactive eLearning course, you will receive an overview of the configuration process and settings and how to ...
Self-Study|
2 CPE Credits
|$135/credit
In this interactive eLearning course, you will be introduced to the tools of CCH Axcess Tax that assist you in effective...
Self-Study|
2 CPE Credits
|$135/credit
Welcome to CCH Axcess Engagement Essentials, your gateway to an efficient, cloud-based trial balance solution. With CCH ...
Self-Study|
4 CPE Credits
|$135/credit
Welcome to CCH Axcess Engagement Pro; your gateway to efficient, cloud-based workpaper management and trial balance solu...
Self-Study|
0 CPE Credit
The CCH Axcess Install & Configuration course will provide you with the knowledge to understand system requirements, fir...
Self-Study|
1 CPE Credit
|$135/credit
This course will teach you how to use CCH Axcess Practice efficiently. You'll learn basic navigation; how to enter, edit...
Self-Study|
0 CPE Credit
This course provides instruction on the administrative functions of CCH Axcess Portal. Learn to create new PortalsUnders...
Self-Study|
1 CPE Credit
|$135/credit
This course is designed to provide introductory training on CCH Axcess Portal. The course objectives will ensure that al...
Self-Study|
1 CPE Credit
|$135/credit
CCH Axcess Integrated Portal Setup Training focuses on the most important setup and configuration items needed to begin ...
Self-Study|
0 CPE Credit
During this self-paced interactive course, you will learn about the CCH Axcess Document related options for setting up c...
Self-Study|
2 CPE Credits
|$135/credit
This interactive self-paced course is designed to provide introductory training on the use of CCH Axcess Document. Under...
Self-Study|
1 CPE Credit
|$135/credit
During this self-paced interactive training, you will learn about the essential options and features that must be addres...
Self-Study|
4 CPE Credits
|$135/credit
In this 4 part, interactive course, you will learn how to use the Knowledge-based Preparation, Compilation and Review (K...
Self-Study|
2 CPE Credits
|$135/credit
In this interactive eLearning course, learners will see CCH ProSystem fx Scan with AutoFlow Technology in action. AutoFl...
Self-Study|
2 CPE Credits
|$135/credit
In this interactive eLearning course, you will learn how to maximize productivity with your new PDFlyer toolbars integra...
Self-Study|
2 CPE Credits
|$135/credit
In this interactive eLearning course, learn the critical steps necessary for an efficient digital conversion process of ...
Self-Study|
2 CPE Credits
|$135/credit
In this interactive eLearning course, learn the critical steps necessary for an efficient digital conversion process of ...
Self-Study|
2 CPE Credits
|$135/credit
In this interactive eLearning course, you will learn how to maximize productivity with your new PDFlyer toolbars integra...
Self-Study|
1 CPE Credit
|$135/credit
In this interactive eLearning course, you will be introduced to the day to day processing of tax returns using CCH ProSy...
Self-Study|
1 CPE Credit
|$135/credit
In this interactive eLearning course, you will learn about the tax return processing for depletion in CCH ProSystem fx T...
Learning Path|
2 CPE Credits
|$170/credit
The CCH Axcess Document Administrator Learning Path is designed for those responsible for setting up staff and clients, ...
Learning Path|
2 CPE Credits
|$135/credit
The CCH Axcess Document End User Learning Path contains the CCH Axcess Document End User eLearning course. This course i...
Learning Path|
3 CPE Credits
|$159/credit
The Implementation Leader Learning Path contains three modules needed to successfully implement CCH Axcess Document for ...
Learning Path|
1 CPE Credit
|$135/credit
The courses in the CCH Axcess Portal Administrator Learning Path are meant to provide an introduction to Portal and addr...
Learning Path|
1 CPE Credit
|$135/credit
The CCH Axcess Portal End User Learning Path provides introductory training on CCH Axcess Portal.The following course is...
Learning Path|
2 CPE Credits
|$135/credit
The CCH Axcess Portal Implementation Leader Learning Path is a comprehensive course tailored for individuals in charge o...
Learning Path|
10 CPE Credits
|$135/credit
The complete CCH ProSystem fx Engagement eLearning program for Audit and Accounting End Users. The Audit & Accounting En...
Learning Path|
10 CPE Credits
|$135/credit
The complete CCH ProSystem fx Engagement eLearning program for Tax Preparer End Users. The Tax End User Learning Path in...