Prepare for success: Year-end training
Prepare for 2026 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 efficiency, maximize product investments, and earn valuable CPE credit.
Save on registration
Send a fourth attendee free when you register three paid attendees from your firm.
Take $25 off your registration when you register at least two weeks in advance.
2025 year-end update and productivity training
Classes available December 2025 - February 2026
UltraTax CS & Federal Tax Update
Get current on 2025 U.S. tax law updates like the One Big Beautiful Bill Act along with tax insight using UltraTax CS. This course includes enhancements to UltraTax data entry, tools, and form updates.
3 CPE
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
Accounting CS Payroll
This course covers how to use Accounting CS Payroll to ensure smooth and successful year-end processing and beyond.
3 CPE
Cloud Audit Suite
This training includes new and less-known functionality of Thomson Reuters Engagement Manager and Guided Assurance, and instruction on applying best practices when using the Thomson Reuters Cloud Audit Suite to perform engagements.
1.5 CPE
CoCounsel Tax
Discover how CoCounsel’s AI tools streamline year-end tax planning. Integrate trusted Checkpoint content into a productive workflow, and enhance your efficiency with AI tailored for tax professionals.
1 CPE
CoCounsel Audit
Explore how CoCounsel's AI tools streamline your audit workflows. Integrate document analysis and research tools for efficient planning and execution. Elevate your year-end audit processes with cutting-edge features tailored for audit professionals.
1 CPE
Onvio Firm Management
Enhance your efficiency and productivity using the latest features of Onvio Firm Management. Participants will gain a detailed understanding of the new and existing capabilities in firm management, client collaboration, document management, project management, and trial balance.
1.5 CPE
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