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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CCH Profx Engagement

Introduction

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

Installation

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

Installing

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

Diagnostics

Custom Programme steps in library

Program steps to address TeamMate analytics