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  3. Prepare for Success: Year-End Training

Prepare for success: Year-end training

Prepare for 2022 with year-end training

Training is one of the best ways to invest in your staff and your firm and prepare for the future. Now’s the time to think ahead to 2022 planning and setting your firm up 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.

2021 Year-end update and productivity training

UltraTax CS & Federal Tax Update (3 CPE)

This course covers the numerous 2021 tax law updates and how to apply those changes to tax returns using UltraTax CS.

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UltraTax CS E-Filing (1.5 CPE)

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

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Leveraging the Best Features and Functions of UltraTax CS (2 CPE)

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.

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Accounting CS Payroll (3 CPE)

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

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PPC Methodology Essentials (8 CPE)

This course provides practical guidance on how to conduct efficient and effective audits of small businesses.

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Accounting & Audit Update (4 CPE)

This course provides an update on recently issued and effective authoritative literature as well as steps for adoption.

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Checkpoint Engage Optimization (2 CPE)

This course will help you take the next steps to performing consistent, high quality, efficient audits using Checkpoint Engage.

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