CCH Axcess Engagement Essentials - End User - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
2 hours for CPAs |
Welcome to CCH Axcess Engagement Essentials, your gateway to an efficient, cloud-based trial balance solution. With CCH Axcess Engagement Essentials, say goodbye to wasted time and hello to streamlined processes, saving you time and money. Experience secure and reliable work without the hassle of manual syncing or repetitive tasks. This self-paced training program is designed to empower you with the skills needed to navigate CCH Axcess Engagement Essentials effortlessly. We cover it all, from basic navigation to advanced features, including creating and managing engagements, importing trial balance data, streamlining the tax preparation process with Tax Link, and more. By the end of this course, you'll be equipped to serve your clients effectively, manage time efficiently, and optimize your firm's engagement operations using CCH Axcess Engagement Essentials.
This course is excluded from all subscription packages.
Publication Date: July 2024
Designed For
New users of CCH Axcess Engagement Essentials who prepare tax returns
Learning Objectives
- Create clients and engagements for use in Engagement Essentials
- Perform trial balance functions such as importing, grouping accounts, and posting journal entries
- Link the trial balance to your tax return, allowing for updates when future changes are made
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Accounting (2 hours)
Program Prerequisites
None
Advance Preparation
None
