Prepare for success: Year-end training
Prepare for 2027 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.
2026 year-end update and productivity training
Classes available December 2026 - February 2027
UltraTax CS and Federal Tax Update
Stay current on key federal tax law changes and learn how to apply them within UltraTax CS. The session also explores product enhancements, Tax Automation improvements, and tools that can improve tax preparation efficiency.
3 CPE
UltraTax CS Electronic Filing
Learn best practices for managing the entire e-filing lifecycle, from submission and status tracking to handling rejections and amended returns. This course helps both new and experienced users improve efficiency and confidence in UltraTax CS electronic filing workflows.
1.5 CPE
Leveraging the Best Features and Functions of UltraTax CS
Explore some of the most valuable and often overlooked UltraTax CS features that can improve productivity, accuracy, and workflow efficiency. The session highlights tools across data entry, review, printing, electronic filing, and other key areas of the application.
2 CPE
Accounting CS Payroll
Learn how to efficiently complete payroll year-end processing in Accounting CS, including W-2s, 1099s, 94x forms, and electronic filing. The course also covers OBBBA impacts, legislative updates, and upcoming product enhancements.
3 CPE
1040SCAN Review Wizards Web
This course prepares 1040SCAN users for the transition to the new web-based Review Wizard experience by covering each workflow step, best practices, and differences from the desktop version. Participants will gain confidence using the web interface before the upcoming tax season.
2 CPE
Audit Suite – Innovation In Review, Future In Focus
Get a comprehensive review of the latest Audit Suite innovations across Engagement Manager, Guided Assurance, CoCounsel Audit, and Audit Intelligence. The course highlights new AI-driven capabilities, workflow improvements, and the strategic roadmap for the future of audit technology.
1 CPE
Optimizing Year-End Tax Workflows with CoCounsel Tax and Ready to Review
Discover how CoCounsel Tax and Ready to Review can help eliminate workflow bottlenecks, improve accuracy, and increase efficiency during year-end tax preparation and review. Attendees will learn practical strategies and develop an action plan to prepare for busy season.
2 CPE
GoFileRoom
This session reviews the latest GoFileRoom enhancements, user interface updates, and productivity features to help firms work more efficiently. Participants will learn best practices for navigation, document search, and leveraging new functionality heading into busy season.
1 CPE
GoFileRoom and FirmFlow Administration and Records Management Training
Designed for administrators and workflow managers, this course focuses on year-end setup, maintenance, and administrative updates in GoFileRoom and FirmFlow. Topics include user management, records management, reporting, workflow administration, and preparing systems for the upcoming filing season.
1 CPE
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