CCH ClientRelate - eLearning (Currently Unavailable)
Author: CCH Tax Law Editors
| CPE Credit: |
1 hour for CPAs
1 hour Federal Tax Related for EAs and OTRPs
1 hour Federal Tax Law for CTEC |
In this interactive eLearning course, CCH ClientRelate, you will learn how CCH ClientRelate helps enhance your client relationships by quickly and efficiently analyzing the client information stored in your CCH® ProSystem fx® Tax data. The course will define CCH ClientRelate as well as discuss the details of ClientRelate Bulletins, Services and Search by Client.
Publication Date: October 2017
Learning Objectives
- Identify specific clients affected by new tax law developments
- Pinpoint clients who may benefit from additional services
- Identify new service areas to introduce into your practice and to your clients
- Understand and perform searches by Tax Bulletin, Tax Service and Cl
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
