CCH Profx

  What's on this page?        

  • CCH Profx full training playlist videos
  • CCH Profx Practice Management System tutorial videos
  • CCH Profx Engagement tutorial videos
  • CCH Profx Tax tutorial videos
  • CCH Profx Planning videos
  • CCH Profx Documents tutorial videos
  • CCH Profx Knowledge Coach tutorial videos

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    Expert help for your enquiries.    

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    T: +65 6227 4180    




 CCH Profx Training Full Playlist



Pro fx Practice Management

Overview / Introduction

Emailing Invoices and Statements

How to enter a new client

Standard or Project based time entry

How to recalculate bill rates

Updating an existing installation

Linking clients to Profx tax

Making changes to bulk using find and change

Reassigning Project WIP

Updating the permission key



CCH Profx Engagement


1st Installation for Engagement/Knowledge/Workpaper Manager (Pt 1)
1st Installation for Engagement/Knowledge/Workpaper Manager (Pt 2)

Using Microsoft Excel

Creating a trial balance report

How to link Microsoft Excel Workpapers to Journal Entries

New Import group and Subgroup

Organizer filter options

How to copy a binder in engagement

How to use the tax entities utilities conversion

Trial Balance Diagnostics

Replacing a placeholder or manual workpaper with a workpaper

One click checks in and out of Workpapers


CCH Profx Tax


How to use the tax projector

Processing return files into Tax

How to setup a consolidated return

Creating a scan using Data Scan Plus

Preparing QPID 199A Worksheets in a return using interview forms

Customizing Organizers

Laptop Installation


Profx Planning


Creating a new plan

Creating planning graphs


CCH Profx Documents

Using iFirm Documents

Updating documents on server


CCH Profx Knowledge Coach

Inserting Knowledge Coach workpapers into binders

Searching for titles and workpapers

Diagnostic summary overview

Shared file room for Knowledge Coach binders

Receiving template updates in active binders

Sign offs

Exporting Forms


Custom Programme steps in library

Program steps to address TeamMate analytics



KLP LLP is a chartered accounting firm, serving over 400 clients from a range of industries locally, and across the region. Our clients include SMEs and listed companies.

ADD: 13A Mackenzie Road, Singapore 228676

TEL: +65 6227 4180


Mon to Fri 9am - 5pm
Closed on Sat, Sun and all public holidays