Prepare for success: Year-end training

Prepare for 2025 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.

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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.

2024 year-end update and productivity training

Classes available December 2024 - February 2025

UltraTax CS & Federal Tax Update

Get current on numerous 2024 U.S. tax law updates and how to apply them using UltraTax CS. This course includes enhancements to UltraTax data entry and tools, 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 we have made to UltraTax CS in the past several years.

 

2 CPE

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

Learn how Fixed Assets CS goes beyond tracking depreciation. In this session, discover how to use this software for other tasks and leverage additional features.

 

1.5 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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Cloud Audit Suite - 2024 Recent Enhancements and Best Practices

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.

 

2 CPE

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SurePrep 1040SCAN Best Practices

This training is a complete review of the best practices and processes of utilizing any level of 1040SCAN. Participants learn about settings that impact the Review Wizards and understand the recommended best practices surrounding those settings.

 

2 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.

 

2 CPE

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GoSystem Tax - A Look Back and What's Ahead

Delve into the most recent enhancements in GoSystem Tax. Participants stay up to date with the continuous improvements and leverage these features to optimize their tax processing task.

 

3 CPE

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AI-Enhanced Tax Research & Planning with Checkpoint Edge

Examine the advanced features of Checkpoint Edge, specifically focusing on how its AI-driven capabilities can optimize your tax research workflow. You'll learn how to leverage groundbreaking technology to access the most relevant tax information efficiently.

 

1 CPE

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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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