CCH Axcess Engagement Pro - End User eLearning (Currently Unavailable)

Author: PCS Instructor

Welcome to CCH Axcess Engagement Pro; your gateway to efficient, cloud-based workpaper management and trial balance solutions. With CCH Axcess Engagement Pro, say goodbye to wasted time and hello to streamlined processes, saving you time and money. Experience secure, reliable, and compliant 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 Pro effortlessly. We cover it all, from basic navigation to advanced features, including creating and managing engagements, importing trial balance data, generating reports 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 Pro

Publication Date: May 2024

Designed For
New users of CCH Axcess Engagement Pro who prepare financial statements and/or tax returns and need to create and manage workpapers

Learning Objectives

• Create clients and engagements for use in Engagement Pro
• Link the trial balance to your financial statements and other workpapers, allowing for automatic updates when future changes are made
• Link the trial balance to your tax return, allowing for updates when future changes are made
• Use Engagement's built-in workflow tools for creating workpaper references, adding workpaper notes, and applying sign-offs to workpapers

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Accounting (4 hours)

Program Prerequisites
None

Advance Preparation
None