CCH Axcess Engagement Pro End User (Currently Unavailable)

Registration closed on May 10, 2024 at 3:00am Pacific Time
Date: Monday, May 13, 2024
Instructor: PCS Instructor
Begin Time:  11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time
CPE Credit:  4 hours for CPAs

This course will help participants become more effective and efficient with using CCH Axcess Engagement (Engagement), a cloud-based workpaper management and trial balance solution, by covering basic functions and features for using Engagement in an accounting and auditing environment.

This course is excluded from all subscription packages.

Who Should Attend
New CCH Axcess Engagement users.

Learning Objectives

  • Create clients and engagements for use in CCH Axcess Engagement.
  • Perform trial balance functions such as importing, grouping accounts, and posting journal entries.
  • Link the trial balance directly to financial statements and to Workpapers, allowing for automatic updates when future changes are made.
  • Use Engagement's built-in workflow tools for creating Workpaper tags, Workpaper references, and notes and applying sign-offs.

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Accounting (4 hours)

Program Prerequisites
None

Advance Preparation
None

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