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Cch prosystemfx

MANAGING YOUR TAX WORKFLOW: DISCOVER CCH PROSYSTEM FX FOR SMALL FIRMS

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CFO / Controller
CPA - small firm
Series: CFOs and Controllers
Course Description

With the launch of CCH® ProSystem fx® for Small Firms, Wolters Kluwer has created an all-in-one solution tailored specifically for your needs as a Small Firm; all bundled in an affordable package.

Join us for this webinar where we’ll discuss:

• A single start-to-finish solution for managing complex returns
• Deep tax compliance and calculation capabilities that deliver results for you and your clients
• The ability to securely communicate with clients to expedite the preparation and delivery of finished work
• Year-round billable services that provide value for your clients and new revenue streams for your firm

Linkedin

Luis Galvis

Wolters Kluwer Tax & Accounting
Technical Marketing Manager
luis.galvis@wolterskluwer.com
7708575029

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Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.

Lance Center, CPA

Wolters Kluwer Tax & Accounting
Solution Architect
lance.center@wolterskluwer.com
972-510-0595

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Lance Center is a CPA with over 25 years in public accounting. He has worked with large national firms, regional Tax & Accounting firms, as well as maintaining his own practice as a Sole Practitioner. After using Wolters Kluwer solutions for over 20 years, he joined the Wolters Kluwer team as a Solution Architect focusing on Small Firms and presenting Wolters Kluwer’s best in process solutions for tax, practice management, workflow management, scan technology, and communication.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.