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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.

CCH Axcess
CCH ProSystem fx
CCH Learning & Development Academy
Other CCH Products
Select a product and see what online and in-person trainings are available.
CCH Axcess™ Client Collaboration
Online or in-person training available.
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CCH Axcess™ Document
Online or in-person training available.
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CCH Axcess™ Engagement Pro
Online or in-person training available.
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CCH® eSign
Online or in-person training available.
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CCH Axcess™ Engagement Essentials
Online or in-person training available.
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CCH Axcess™ Knowledge Coach
Online or in-person training available.
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CCH Axcess™ Advisor
Online or in-person training available.
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CCH Axcess™ Portal
Online or in-person training available.
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CCH Axcess™ Practice
Online or in-person training available.
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CCH Axcess™ Tax
Online or in-person training available.
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CCH Axcess™ Workstream
Online or in-person training available.
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CCH Axcess Engagement
Online or in-person training available.
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CCH Axcess™ Scan
Online or in-person training available.
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CCH Axcess Intelligence
Online or in-person training available.
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CCH Axcess™ Fixed Assets
Online or in-person training available.
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CCH Axcess Tax Planner
Online or in-person training available.
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CCH® ProSystem fx® Document
Online or in-person training available.
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CCH® ProSystem fx® Engagement
Online or in-person training available.
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CCH® ProSystem fx® Fixed Assets
Online or in-person training available.
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CCH® ProSystem fx® Knowledge Coach
Online or in-person training available.
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CCH® ProSystem fx® KnowledgeConnect
Online or in-person training available.
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CCH® ProSystem fx® Outsource
Online or in-person training available.
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CCH® ProSystem fx® Practice Management
Online or in-person training available.
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CCH® ProSystem fx® Scan
Online or in-person training available.
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CCH® ProSystem fx® Scan (SaaS)
Online or in-person training available.
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CCH® ProSystem fx® Tax
Online or in-person training available.
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CCH® ProSystem fx® Workpaper Manager
Online or in-person training available.
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CCH® Learning & Development Academy - School of Audit
Online or in-person training available.
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CCH® Learning & Development Academy - School of Tax
Online or in-person training available.
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CCH® TeamMate® Analytics
Online or in-person training available.
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CCH® Fixed Assets Manager
Online or in-person training available.
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CCH® AnswerConnect
Online or in-person training available.
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Accounting & Auditing on CCH® AnswerConnect
Online or in-person training available.
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CCH® Research & Learning
Online or in-person training available.
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Live Webinars

182 courses 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...
$0
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 ...
$0
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...
$0
Live Webinar| 1 CPE Credit |Oct 7, 2026
This course is designed for corporate tax professionals. You will learn essential system navigation, key functionality, ...
$0
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...
$405
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...
$270
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...
$540
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 ...
$270
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. ...
$270
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...
$0
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 ...
$0
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...
$0
Live Webinar| 1 CPE Credit |Oct 15, 2026
This course is designed for corporate tax professionals. You will learn essential system navigation, key functionality, ...
$0
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...
$270
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...
$1080
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...
$540

Self-Study Courses

56 courses available

 
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...
$270
Self-Study| 0 CPE Credit
This course provides an introduction to the CCH Axcess Open Integration Platform APIs and the core concepts required to ...
$135
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...
$270
Self-Study| 0 CPE Credit
The CCH Axcess Install & Configuration course will provide you with the knowledge to understand system requirements, fir...
$0
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...
$135
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...
$135
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 ...
$135
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...
$270
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...
$135

Learning Paths

8 courses available

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, ...
$340
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...
$270
Learning Path| 3 CPE Credits |$159/credit
The Implementation Leader Learning Path contains three modules needed to successfully implement CCH Axcess Document for ...
$475
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...
$135
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...
$135
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...
$270
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