Get Your Workflow in Line with a Summer Training Curriculum

It’s hard to believe, but with the calendar flipping to July, we’re closer to the start of 2018 than the start of 2017.

In addition to preparing all those extension returns, firms are starting to think about next tax season. So that’s why now is a great time to take advantage of the various training options that are readily available, including live, in-office one-on-ones with a knowledgeable software expert or online in a multi-firm format. Rest assured, there’s training available for just about every Wolters Kluwer product and service – all adaptable to fit every firm’s unique needs.

A few to keep in mind this month: 

  • Integrated Workflow with CCH Axcess. Summer is a good time for existing users of CCH Axcess Tax, Document, Portal, Workstream and Practice to examine workflows. Ensure you’re getting the most out of an integrated workflow solution. We will walk through a sample workflow and illustrate how to collaborate effectively across roles, departments, and/or office locations.  We’ll also review how to use the Dashboard to manage your client, project, notifications, notes and discussions.  This is a 2 hour course delivered via the web for $600.
  • Unlock the Power of the CCH ProSystem fx Dashboard. This session is designed for Practice Management users. You’ll increase productivity by learning valuable tips and tricks designed to get the most of out the Practice Management Dashboards. This is a 2 hour course delivered via web (1-on-1) for $600.
  • CCH Axcess Practice End User eLearning. This interactive eLearning module is useful as a refresher for existing staff or new users. This course increases productivity and efficiency by addressing the basics of working with the Time Capture module, Timers, and Dashboards.  This course is $75 per registration, and each registration allows access to the module for one year.

For additional information on Wolters Kluwer’s comprehensive training options to build your summer training curriculum — as offered by our Professional and Client Services Team – click here.


Jack Gallagher

All stories by: Jack Gallagher

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