Prepare for success: Year-end training

Prepare for 2024 with year-end training classes

Year-end training classes, available for several of our most-popular technologies, provide welcome relief from client and economic stress. With a looming tax season and staffing challenges, now's the time to reduce the impact of your workload, and set up your firm for success. Our popular year-end training courses offer a great way to increase your efficiency, maximize your product investments, and earn valuable CPE credit.

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Free attendee

Send a fourth attendee FREE when you register three paid attendees from your firm.

Early bird discount

Take $25 off your registration when you register at least two weeks in advance.

2023 Year-end update and productivity training

Classes available December 2023 - February 2024

UltraTax CS & Federal Tax Update

Get up-to-date on numerous 2023 U.S. tax law updates, and how to apply them using UltraTax CS. Includes the Inflation Reduction Act, impacts of ARPA, e-file enhancements, and form updates.

 

3 CPE

 

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UltraTax CS E-Filing

This course provides tools and resources to improve efficiency and workflow when e-filing your clients’ tax returns.

 

 1.5 CPE

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Leveraging the Best Features and Functions of UltraTax CS

This course reviews some of the most impactful tax preparation and workflow enhancements that have been made to UltraTax CS in the past several years.

 

2 CPE

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Accounting CS Payroll

This course covers how to use Accounting CS Payroll to ensure smooth and successful year-end processing and beyond.

 

3 CPE

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Are you taking Advantage of all the Features of Fixed Assets CS?

Fixed Assets CS tracks depreciation, and what more? In this session, learn how to use Fixed Assets CS for other tasks, and with additional features.

 

1.5 CPE

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Cloud Audit Suite - 2023 Recent Enhancements and Best Practices

This training includes new and less-known functionality of Thomson Reuters AdvanceFlow and Checkpoint Engage, and instruction on applying best practices when using the Thomson Reuters Cloud Audit Suite to perform engagements

 

2 CPE

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SurePrep - Review Wizards

Unlock the power of 1040SCAN Review Wizards and optimize your document management. Gain insights on numerous settings and best practices, handling, and impact on data export and organization.

 

1.5 CPE

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SurePrep - TaxCaddy

Looking to master the art of taxpayer adoption and optimize your 1040 tax return process? This course will examine impactful TaxCaddy settings, setup, and an analysis of the user experience.

 

1.5 CPE

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SurePrep - SPbinder

Navigate SPbinder workpapers like a pro and streamline your document management, ensuring you have a solid grasp of essential tools, best practices, and efficient document preparation and review methods.

 

1.5CPE

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