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Wednesday
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10:00 - 10:50 AM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM Auditing professionals using CCH® ProSystem fx® Knowledge Coach, CCH® ProSystem fx® Knowledge Tools or CCH® Knowledge-Based Audit Methodology — join your peers in sharing your experiences using these powerful tools to increase the efficiency and effectiveness of your firm’s audit engagements.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH ProSystem fx Practice Management users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT Enhance your CCH Axcess™ experience with tools that help you accomplish more than you ever could before — in even less time. Join this session to learn how you can automatically schedule your tax compliance work, simplify your time and expense entry, efficiently schedule your people, approve and track all of your PTO, and get a better understanding of you firms overall performance with the Empire SUITE of products that integrated seamlessly with CCH Axcess™.
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MANAGEMENT | GROUP DISCUSSION FORUM Learn how to integrate your workflow using all modules of CCH Axcess™: CCH Axcess™ Tax, CCH Axcess™ Document, CCH Axcess™ Portal, CCH Axcess™ Workstream, and CCH Axcess™ Practice. During this session, we will walk through a sample workflow and illustrate how to collaborate effectively across roles, departments, or office locations. We will also review how to use the single integrated Dashboard to manage your clients, projects, notifications, notes, discussions and how using CCH Axcess™ iQ can further contribute toward effective collaboration and client management.
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TAX Join this session to learn how to enter data to calculate the Section 199A deduction using CCH® ProSystem fx® Tax. The session will begin with a basic overview of Section 199A input using the Worksheet View interface. Input examples will utilize scenarios for Non-service and Service income for Schedules C, E, and F, and for flow-through entities. Aggregation examples will be worked through as well as examples of processing section 199A carryovers. The Worksheet View interface utilizes the same sections and fields for both CCH ProSystem fx Tax and CCH Axcess™ Tax. CCH Axcess Tax users are welcome to join this session.
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GETWISE What's new in ATX™ 2020? Join our Product Management team to learn about updates to the tax forms, new software functionality, and integrated solutions available to you in 2021. If you are an ATX User, this is a must-attend session!
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Wednesday
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11:00 - 11:50 AM EST Back to Top
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AUDIT Are you getting the maximum benefit from your Integrated Audit Solutions? Join us on a journey beyond the basics to learn software tips and tricks that can help you take big steps toward enhancing your firm’s efficiency and productivity within the A&A process. This session includes focus on CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach and TeamMate® Analytics. Get answers to questions you didn’t even know you had but always wished you had asked.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Practice users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT This session is designed to inspire, equip, and empower you to lead teams or clients effectively and engagingly through significant change. Join us as we make the business case for putting engagement and empathy at the forefront of any change; teach a simple, holistic model for change (adapted from the work of John Kotter); introduce three tangible tools you can use to translate vision, develop key messages, and take actions to implement a successful change; and facilitate a personal action/commitment for each participant, ensuring behavior change follows the session.
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XCM SOLUTIONS During this session you will learn how to leverage operational and productivity analytics collected through the daily interactions with your workflow platform to gain real-time insights, enable fact based decision making, as well as increase performance and operate more efficiently.
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GETWISE What's new in TaxWise and Refunds Today? Join our Product Management Team to learn about updates to the tax forms, new software functionality, and integrated solutions available to you in 2021. This session covers both the TaxWise and Refunds Today solutions, Desktop and Online.
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Wednesday
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12:00 - 12:50 PM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM When an audit data analytics solution can turn a test that used to take 1–2 hours into a 10-minute exercise, that’s gained efficiency you should learn more about! Current and potential user of TeamMate™ Analytics, join this discussion to understand how TeamMate Analytics empowers your audit team to do exactly that … and more.
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MANAGEMENT Accounting firms gather their client's tax data from a variety of sources: clients sharing the information directly (via portals, online organizers, email, in-person, postal mail, and so on), other accounting firms, or even in-house (e.g. K-1), etc. The process for gathering this data can involve several manual steps that impedes productivity, which can be especially challenging with the current social distancing efforts due to COVID-19. What if you can automate most of the process to save time and enhance staff efficiency? Join this session to learn best practices for gathering and preparing data by using products such as CCH Axcess™ Tax, CCH Axcess™ Document, CCH Axcess™ Portal, CCH Axcess™ Client Collaboration, and CCH® My1040Data. Current users of these products will learn how to better use the software to streamline data gathering while prospective users will learn how to bring their future vision of streamlining data gathering to life.
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TAX | GROUP DISCUSSION FORUM For existing CCH Axcess™ Tax users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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XCM SOLUTIONS Learn how the enhanced XCMscheduler will help drive increased productivity by proactively identifying bottlenecks, balancing resource capacity, and identifying who has capacity to take on more work. Navigate the simplified user interface, learn more about quick action features, and see how the Resource Allocator and Calendar scheduler can be utilized across Tax, CAS, Audit, and beyond.
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GETWISE Are you using ATX™ to its full potential? Join our ATX Software Experts in an information-packed session to discover features and functionality that can help you maximize your use of the ATX tax preparation software. Whether you are an experienced ATX user, or are looking for refresher training, you can’t miss this session!
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Wednesday
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1:00 - 1:50 PM EST Back to Top
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AUDIT Join AICPA Auditing Standards Board Chair, Tracy Harding, for a discussion on how auditors are affected by the recent ASB standards and active agendas including ongoing efforts to modernize auditing and attestation standards, enhanced outreach to stakeholders regarding proposed standards, and post-implementation reviews of issued standards. In addition, we'll discuss revisions to Audit Evidence (AU-C 500), a core auditing standard, that make it more relevant and effective in today's business environment. Finally, join us to learn this industry expert's insights regarding lessons-learned around auditors working from home during COVID-19.
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AUDIT | GROUP DISCUSSION FORUM Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — would saving 30-minutes or more per audit during preparation time benefit your workflow? Join this discussion to hear how Engagement Organizer not only gives you back time but also boosts your collaboration with clients so you can stay ahead of your audit schedule.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Document users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Workstream users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX Get a head start on the 2020 tax return filing season. Hear about the planned enhancements to the CCH® ProSystem fx® Tax and CCH Axcess™ Tax programs including changes due to legislative activity. You will also learn how these enhancements may affect your firm's processing methodology for the upcoming season. Designed for experienced CCH® ProSystem fx® Tax and CCH Axcess™ Tax users.
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TECHNOLOGY The Robo-Accountants have risen. Big Data is doubling every two years. Firms are working to analyze and identify new insights into business at a non-stop pace. How will Firms be able to keep up? Enter the Quantum Computers. We will define Quantum Computing and its capabilities and potential. We will debunk the myths and stories and separate facts from the hype. We will explore the intersection of the most important emerging technologies of our time (AI/ML, Analytics, Blockchain), and how they will be impacted and transformed by Quantum Computing. We will identify what firms can/should be doing today to prepare themselves!
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GETWISE This session is conducted in Spanish. Are you taking full advantage of the functionality available in your Refunds Today tax preparation software? During this session, we'll show you how to manage your tax returns more efficiently, use our on demand self-help resources, backup and restore your data, leverage the software security options, share files securely with CCH iFirm Client Portal, research your tax questions, maximize your use of the time saving features, and more!
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Wednesday
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2:00 - 2:50 PM EST Back to Top
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AUDIT | DISCUSSION FORUM Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.
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AUDIT The risk assessment standards have been around for more than a decade. However, many firms still struggle to comply with what is at the core of every audit. That core is identifying and responding to risks of material misstatement. You want to avoid risky business and ensure your peer review readiness. Right? Join this session and leave knowing what the AICPA Enhancing Audit Quality (EAQ) Initiative uncovered about the most pervasive issues and how to avoid them in your practice.
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MANAGEMENT Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, attend this session to receive an independent blend of profitable strategies and straightforward advice.
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TAX | GROUP DISCUSSION FORUM For existing CCH® ProSystem fx® Scan with AutoFlow Technology users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX | GROUP DISCUSSION FORUM For existing CCH® ProSystem fx® Tax users - join your peers in discussing tax preparation, review, and electronic filing best practices.
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TECHNOLOGY Gizmos and gadgets have become an indispensable part of our digital lives — ever transforming the way we work, play, and live. From cloud computing, mobile and hybrid devices to entertainment, home automation and the Internet-of-Things — every aspect of our days are impacted by the latest technology offerings. Join "Inspector Gadget" as he shares cutting edge tech trends and the hottest gear that every user will want to consider in the months ahead.
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XCM SOLUTIONS This session will discuss the key elements of building a successful and scalable CAS(Client Accounting Services) practice. Attendees will learn how to develop more efficient systems through workflow automation and streamline their existing processes to deliver services to their clients more effectively. This session will highlight the importance of an effectively designed, standardized technology stack to help accounting firms tackle the transactional work, get closer to "real time" accounting and create the bandwidth to deliver higher value advisory services to their clients. This session will uncover the meaning behind tech-enabled services and how remote staff can become tech-enabled through the use of tools and resources available within the cloud ecosystem. This course will provide attendees with a framework to maximize their ability to grow and simplify their CAS practice.
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GETWISE The benefits of an Online Tax Prep Solutions go beyond accessibility anytime, anywhere. How can you maximize your use of TaxWise Online or Refunds Today Online? Join our Product Experts to learn more about all the components and functionality of your Virtual Tax Office and discover key features that are often missed or underutilized.
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Wednesday
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3:10 - 4:00 PM EST Back to Top
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AUDIT A look at the practical implications of implementing and maintaining CCH® ProSystem fx® Knowledge Coach in a small and medium-size firm environment. In this presentation, participants will learn a number of "bite-sized pieces" based on experience from having been involved in two Knowledge Coach implementations. Topics covered will include planning for a transition for an audit department, training the staff, and updating methodology.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Workstream users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX | GROUP DISCUSSION FORUM For existing CCH Axcess™ Tax users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TAX Is your firm taking advantage of all features in CCH® ProSystem fx® Tax that, when leveraged properly, can make your tax workflow processes as efficient as possible? Attend this session to hear about the tips and tricks our seasoned software consultants have discovered are often overlooked or under-utilized. Topics include: why your firm should be using the Worksheet View interface; constructing a plan to move your firm to Worksheet View; efficiently using the import-export features unique to Worksheet View; taking full advantage of the CCH ProSystem fx Tax Help features; effective review of tax returns; tips for managing the electronic filing process; and advantageous uses of CCH ProSystem fx Tax’s integration with other CCH applications.
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TECHNOLOGY We live in a world of technology and automation. As firms look to be more efficient and streamlined, they want to explore how technology can be leveraged within their businesses. CCH Axcess™ Open Integration provides a set of tools that will help firms achieve that efficiency and automation. By leveraging connections to existing CCH Axcess functionality through APIs, firms can imagine new possibilities for how they accomplish their current workload faster and with less resources.
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TECHNOLOGY | GROUP DISCUSSION FORUM COVID-19 presented an unexpected challenge to how accounting firms function and how well they are prepared for an unplanned series of events. This session will examine the challenges and gains from a functional, technological, logistical, and security-focused viewpoint. The leap (not planned transition) from business as usual to the new norm exposed the reality of transitioning to a new work environment, and as a result, we experienced a change in people skills, tools, and security, along with technical observations, challenges, and learnings. Join your peers in this discussion to interchange your thoughts and experiences via questions and answers.
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XCM SOLUTIONS Our new reality has forced many firms to not only transition to a distributed work environment but to adopt workflow technologies to create capacity and increase productivity. As the industry looks towards the next normal, technology and workflow automation will be imperative to streamline business processes, minimize risk, and deliver superior client service results. During this session, attendees will learn:
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Wednesday
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4:10 - 5:00 PM EST Back to Top
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AUDIT | GROUP DISCUSSION FORUM Accounting professionals using CCH® ProSystem fx® Engagement for A&A and/or Tax engagements — join your peers in sharing your experiences and any other tools your firm uses to ensure your paperless engagements run efficiently and effectively.
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MANAGEMENT Join us to discuss why boldly investing in human capital is essential for any business. With roughly 10,000 people reaching retirement age every day, companies need to identify and invest in the next generation of leaders now. Even as companies are investing in artificial intelligence and advanced technologies, human capital remains their most valuable asset. While technology may improve efficiency and productivity, it is ultimately people who provide services and create relationships. By mentoring young leaders on how to build strong, meaningful relationships, the next generation will continue to succeed and provide excellent services in a rapidly advancing world.
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TAX Are you familiar with all resources available to you in CCH Axcess™ Tax? Learn how to leverage many unique features of the tax program to help you gain efficiencies. Discussion topics include utilizing multiple tabs and windows, saving time with tick marks, and using available keyboard shortcuts. This session will also review strategies on utilizing the resources located inside the tax program as well as tips for getting efficient support team assistance.
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TECHNOLOGY | GROUP DISCUSSION FORUM For IT professionals, IT and data security is a pervasive issue at the core of many industries that drives a significant portion of IT strategies and budgets. Firms small to large are facing ever increasing threats, costs, and legislation that they must mitigate. Join your peers for discussions around modern security trends, best practices, risks, security appliances, and compliance audits. Learn what others are doing to secure their businesses and how you may be at risk.
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XCM SOLUTIONS Outsourcing has become a viable business strategy for accounting firms. In this session you will learn how our Tech Enabled Services can be a part of a solution to tax season compression. We will review the ins and outs of outsourcing, discuss workflow, pricing and communication with your client and team. Tech Enabled Services will allow your firm to leverage the current skills and expertise within your team, while utilizing outside resources to bridge the gap.
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GETWISE During this session, we’ll review Section 199A Qualified Business Income and the latest guidance and regulations issued by the IRS, including who is eligible for the deduction, which income qualifies for the 20% deduction, rentals, pass-through entity reporting, losses, computation, and more!
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Wednesday
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5:10 - 6:00 PM EST Back to Top
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AUDIT To gain maximum efficiencies, successful audit teams leverage an integrated audit approach that enables working together seamlessly throughout the entire audit. Notably, Wolters Kluwer’s Integrated Audit Approach is a match! Firms have noted as much as:
Join this session to learn how audit professionals benefit from the powerful combination of CCH® ProSystem fx® Engagement, CCH® ProSystem fx® Knowledge Coach and TeamMate® Analytics — ensuring they’re ready NOW for audit of the future.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Document users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH Axcess™ Practice users - join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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MANAGEMENT | GROUP DISCUSSION FORUM For existing CCH ProSystem fx Practice Management users — join your peers in discussing best practices, tips and tricks of the application, and the processes it encompasses.
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TECHNOLOGY Prospect you data using Microsoft® Power BI, one of the best utilities for firms looking to start using Business Intelligence. In this session, we will dig into datasets for CCH Axcess Tax and Practice. With the use of Power BI Desktop, we will show you how to get the data to transform into interactive dashboards that you can publish and share. Use features such as Power Query, DAX (Data Analysis Expressions), and Visualization to stake your claim.
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XCM SOLUTIONS API (application Programming Interface) are the interfaces that allow applications to talk to one another. Whether it is moving data from your CRM application into XCM to getting data from XCM to your analytics program, API's allow for data to move seamlessly between the two. In this session, you will learn how firms have utilized XCMapi to integrate XCM data with other third party applications, to make their employees more productive.
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