CCH Axcess Engagement — Attest End User eLearning
The CCH Axcess™ Engagement Attest End User Training provides foundational instruction to help users effectively manage workpapers, trial balance data, and financial statement preparation within CCH Axcess Engagement Attest.
By purchasing this product, you understand and agree that you have current access to the CCH Axcess software. This training product is specific to the CCH Axcess, and will not be applicable to non-users.
After purchase, a member from our Scheduling and Operations team will reach out to you with the next steps and to schedule your training sessions.
The CCH Axcess Engagement Attest End User Training helps users build a strong foundation in using CCH Axcess Engagement Attest for engagement management, trial balance processing, workpaper documentation, and financial statement preparation. Through guided instruction, participants learn core processes and functionality that support efficient engagement workflows and accurate financial reporting.
Type: eLearning
Who should attend: Individuals who prepare financial statements and need to prepare and manage workpapers.
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows.
Field of study: Accounting
Program/course level: Basic
Objectives
- Create clients and engagements
- Perform trial balance functions, including importing data, grouping accounts, and posting journal entries
- Link trial balance data to financial statements and workpapers to support automatic updates
- Apply workflow tools to create workpaper references, document notes, and complete signoffs
| Format | Webinar |
|---|---|
| Subject Area | CCH Axcess Engagement, |