world news

CCH Practice Management: Project Management

Objectives

The Projects course content focuses on features you use to assign employees to projects, enter and track budget information and track project due dates. Project Management list setup and creating projects are integral parts of this course. These features help make sure management has the most up to date information to make informed decisions. Expected prerequisite program knowledge includes the Time Entry module as well as filtering and navigating between modules. This course includes hands-on computer training.

 

Topics

 

·         Set security settings that affect the Project Management and Project Tracking modules

·         Set up Project Management lists

·         Copy Templates to clients

·         Copy existing client projects to other clients

·         Assign staff to projects

·         Create budgets for projects

·         Schedule employee work load and manage resources

·         Use Project Tracking to build lists on-screen

·         Update a project status in the Time Entry module

·         Run project status and scheduling reports

·         Extend project due dates in the program

·         Roll forward or replicate projects for the next period

·         Use Project Management utilities and other helpful features

 

Attendees

Staff that create projects, monitor due dates, set time budgets, assign staff to jobs, and schedule staff workload

 

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1247, January 28, 2015




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Income Taxation of Employment Benefits

Join Jayne Pong of PwC for an insightful overview of the income tax implications of benefits and allowances employers provided to their employees, including those who are owner-managers. The webinar will provide payroll administrators, small to medium-sized business owners and their advisors with a general understanding of when employment benefits are taxable, how to determine the value of these benefits, and when sales taxes and payroll deductions are applicable to these benefits. Understanding the tax consequences of employment benefits will assist in deciding the types of benefits to offer in compensation strategies.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1525, January 28, 2015




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Foreign Affiliates - What Advisors to Owner/Manager Clients Need to Know

Join the tax lawyers of Dentons Canada LLP for an instructive overview and update of the tax rules in respect of foreign affiliates. Cross border holdings and debt require special consideration in tax filing, and Canada’s foreign affiliate tax regime has undergone some significant changes in the past couple of years. This webinar will examine the basics of Canada’s foreign affiliate taxation regime - as it applies to small and medium enterprises (SMEs) – who already carry an international presence, or are considering expansion abroad.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1707, January 21, 2015




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CCH Practice Management - Time Entry

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1644, January 20, 2015




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2014 Personal Tax Update – The Year in Review

The 2014 T1 season is almost upon us, so it's time for tax return preparers to get updated again on all the current issues that may impact their clients' tax returns. This webinar will get you in position to prepare your clients' 2014 personal tax returns, and will review some of the more commonly experienced issues faced by tax preparers.

Join Erin Swint, a tax partner with Squire and Company, for a thorough overview of the key changes from the past year that will impact personal tax return filing including the 2013 Federal Budget, CRA announcements and relevant court cases. Erin will also discuss some other tax matters that are integral to personal taxation as well as administrative issues related to filing returns.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1708, January 20, 2015




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CCH Practice Management: A/R Training

Objectives

 
The End User course content focuses on the key features that all employees use when entering time and expense transactions, updating the status of a project and finding client contact information. All of these features are designed to make sure that management has the most up-to-date information to make decisions.

 

Topics

 

·         Enter billable time or expense transactions in 30 seconds or less

·         Enter nonbillable time, expense, CPE and marketing transactions

·         Update project status when entering time and expenses

·         Review, edit and release time and expense transactions

·         Generate a reimbursable expense report

·         Review summary or detailed timesheet history

·         Monitor client and project alerts

·         Manage and review personal due dates

·         Look up client information

 

 

 

Attendees

 
All staff that enter time, expenses, lookup contact information, and update project status

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1244, January 15, 2015




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Corporate Tax Forms

Corporate Tax Forms

This Webinar is designed for Corporate Taxprep users who are new to filing Canadian corporate tax returns or need a refresher on the forms and filing requirements. The Webinar will explain the concepts of General Index of Financial Information (GIFI) and T2 Bar Code return. We will also look at some of the special forms that are unique to corporate tax returns and when they are required.

This webinar is approximately 1 hour in length.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1310, January 15, 2015
ipwebinar.aspx?tab=1&smid=1310, March 25, 2015
ipwebinar.aspx?tab=1&smid=1310, May 13, 2015




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CCH Practice Management: Billing

Objectives

 
The Biller course content focuses on billing practices and features that help to ensure timely, profitable billing. We follow the philosophy that having WIP, prior Invoice and A/R information at your fingertips saves time and money. Keeping management up to date on the status and progress of client accounts is the fundamental philosophy that drives the course. This course includes hands-on computer training.


Topics

 

·         Select clients to bill

·         Bill related clients (client engagements) together

·         Generate a Quick Bill

·         Correct WIP

·         Analyze, Select and Adjust WIP

·         Bill by Category or project

·         Use Billing Agreements

·         Partial Bill (apply a write up or write down to a specific WIP transaction)

·         Format invoices

·         Generate a Progress Bill

·         Generate Fixed Fee Bills

·         Review billing decisions on-screen

·         Print or email invoices in a batch

Attendees

All staff that select clients to bill, make billing decisions, correct or transfer WIP, generate, format, or process invoices, and review and approve bills.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1246, January 15, 2015




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Cantax FormMaster Basics Webinar 2014

This Webinar will focus on how to prepare and submit your T-Slips using the new interface with FormMaster. Plus how to navigate around in the program when searching for extraneous forms.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1699, January 14, 2015
ipwebinar.aspx?tab=1&smid=1699, January 21, 2015




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CCH Practice Management: Administrator & Reporting

Objectives

The Administrator course content focuses on features in the Administration, Accounts Receivable, Reports and Report Writer modules. By learning how to work properly within these modules, you can better manage the program on a day-to-day basis. This course includes hands-on computer training.

 

Topics

 

·         Create new clients and prospects

·         Create custom fields

·         Maintain up to date client contact information

·         Lock releasing of time

·         Edit and update released time

·         Use Batch Time Entry

·         Correct WIP and update invoices

·         Select a Lock Reconciliation Date and WIP Approval date

·         Determine Security Settings for employees

·         Set up Alerts for assigned employees

·         Complete Year End Procedures

·         Use the Administrative Utilities

·         Enter A/R transactions

·         Apply Later Distributions (prepayments) to invoices

·         Update, Correct and Search A/R

·         Print A/R Statements and Dunning Letters

·         Calculate and update finance charges

·         Generate firm reports

·         Create and process report Queues

 

Attendees

Staff responsible for managing day-to-day operations in Practice Management, including clients, contacts, security, time, billing, A/R and generating reports.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1245, January 14, 2015




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Corporate Taxprep Overview

This webinar provides an overview of the Corporate Taxprep interface and explains the basic operations of the program, navigating the tax return and entering data.

While this webinar is designed primarily for new users, it may also be helpful to users that would like a refresher on the operation of the program.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1563, January 13, 2015
ipwebinar.aspx?tab=1&smid=1563, March 23, 2015
ipwebinar.aspx?tab=1&smid=1563, May 11, 2015




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Practice Management: Administrator & Reporting - Private

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1392, January 13, 2015




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CCH Practice Management: Basic Setup

Objectives

 
The Setup course content focuses on a group of important options and features you must set up for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must set up in order to prepare for conversion.   

 

Topics

 

·         Make decisions on basic setup items such as timer rounding, AR payment entry method and labels  
      for Client Staff Positions and Project Status Dates


·
         Create lists used in the program

·         Setup employees in the program


·
         Set default security settings and security settings for individual employees


·
         Create a list of Categories, Subcategories and Service Codes


·
         Set up your default invoice format


·
         Make decisions about how to enter a new client and client contact

 

Attendees

 
Staff involved in determining the firm's best practices and software setup. While this course does not expressly cover best practices, it is important to involve decision makers.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1243, January 12, 2015




world news

CCH Practice Management: Project Management - Private

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1393, January 08, 2015
ipwebinar.aspx?tab=1&smid=1393, January 22, 2015




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Practice Management - Marketing - Private

This course focuses on using features within Practice Management to better track your marketing efforts.
The content helps you determine how your employees attain new business. The need for up to date information
concerning leads and prospects, as well as tracking Marketing Methods, Referral Sources and employee
marketing efforts drive the course content. The course also covers the use of mailing lists to generate
quick labels and letters.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1528, January 08, 2015




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CCH Practice Management - Custom Training - 4 hours

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1554, January 06, 2015




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Engagement - Best Practices - Private

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1460, December 29, 2014




world news

Dave's EN Billable Seminar 3

This is a test seminar.

Available Sessions for this Seminar:

Fake City, ON, December 25, 2014




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Engagement - General A&A - Private

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1236, December 22, 2014
ipwebinar.aspx?tab=1&smid=1236, January 07, 2015




world news

Practice Management - A/R Training - Private

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1670, December 18, 2014
ipwebinar.aspx?tab=1&smid=1670, January 21, 2015
ipwebinar.aspx?tab=1&smid=1670, February 03, 2015
ipwebinar.aspx?tab=1&smid=1670, February 10, 2015




world news

CCH Practice Management : Billing - Private

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1371, December 18, 2014
ipwebinar.aspx?tab=1&smid=1371, January 21, 2015
ipwebinar.aspx?tab=1&smid=1371, January 26, 2015
ipwebinar.aspx?tab=1&smid=1371, February 03, 2015
ipwebinar.aspx?tab=1&smid=1371, February 10, 2015




world news

CCH Portal Webinar

CCH Portal



The CCH Portal's bi-directional file exchange capabilities make it easy for you to securely deliver and receive client documents, facilitating collaboration and supporting the upload of even the largest files. In this webinar, we will show you how CCH Portal can help you and your clients to:

  • Access vital documents immediately from any location with internet access via a secure, private repository.
  • Organize documents electronically in cabinets and folders that mirror the way you store paper documents.
  • Easily upload documents of all sizes without relying on an FTP server.
  • Designate files as read-only or read/write for easier access and greater security.
  • Check out documents to prevent other users from editing them while they are being updated.
  • Maintain previous file versions in the document history.
  • Search, filter, and display documents by file type, title, creator, keyword and more.

Register now for this FREE webinar and discover how CCH Portal can help you protect your clients' privacy and gain a competitive edge by delivering a new level of client service.

Available Sessions for this Seminar:

, December 17, 2014
, January 07, 2015
, January 14, 2015
, January 21, 2015
, January 28, 2015




world news

Cantax T1 for New Users with EFILE Webinar 2014

In this 90-minute webinar, we will show you how to get around in the software and what functions are available to make you more productive. Includes an in depth look at Family Coupling, File attachments and the Pathfinder, what they are and how to use them to improve your productivity. This session is intended for those who are new to the Cantax software and those who would like a refresher of all the menu items and their function.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1698, December 17, 2014
ipwebinar.aspx?tab=1&smid=1698, January 16, 2015
ipwebinar.aspx?tab=1&smid=1698, January 23, 2015
ipwebinar.aspx?tab=1&smid=1698, January 28, 2015




world news

CCH Scan Webinar

CCH Scan is a paperless software solution that effortlessly and electronically takes all of the disorganized and unsorted client information, determines what each item is, and outputs the organized documents to a single, organized, and bookmarked PDF file.

This webinar will provide an overview on the use of the product and illustrate how it:

  • Delegates the work required to organize T1 source documents to an admin person
  • Improves the tax preparation workflow by automatically retrieving the PDF related to the return.
  • Speeds up the data entry and review process
  • Reduces the risk of errors
  • Reduces office space required to store paper documents.
  • Reduces time required to retrieve work papers (eg. CRA’s EFILE requests in the summer).
  • Saves money - no need to buy additional expensive software to improve scanning image.
  • Reduces time for manual bookmarking process for those who are currently scanning.
  • Can be used for all source document scanning (front-end scanning)

Available Sessions for this Seminar:

, December 17, 2014
, January 07, 2015
, January 14, 2015
, January 21, 2015
, January 28, 2015




world news

CCH Practice Management In-depth Setup Day 2 - Private

Available Sessions for this Seminar:

, December 17, 2014




world news

CCH Practice Management - In-depth Setup Day 1 - Private

Our Best Practices consultation session is structured as a 2-day course.
 
Designed to ensure a smooth implementation, a knowledgeable consultant will guide your firm's implementation leaders through important decisions within the software.

Through the first day of this course, new customers gain a head start on using the software to its full potential while existing customers benefit from a detailed
review of their current use of ProSystem fx Practice Management.  Both new and existing customers learn how to implement CCH's recommended best practices.

Day two provides a more detailed look at the Implementation Checklist resulting in a customize Best Practices document that will suit your firm's workflow
and organizational structure. Additional time will also be available to discuss more complex technical, procedural and functional implementation issues.

Topics

    - Assess implementation goals
    - Discuss setup items you need to complete for a successful conversion
    - Use the implementation checklist to create a to-do list for conversion and implementation
    - Make assignments and set due dates in the implementation checklist
    - Begin updating the Best Practices guide to build best practices specific to your company
    - Ensuring an in-depth understanding of the implementation checklist and related best practices documents
    - Customizing a "Policies and Procedures Guide"
    - Working through complete multi-office or large-scale implementations

Attendees

Practice Management Champions Team, which should include representation from each department that will use the program.

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1334, December 16, 2014




world news

CRA - CCH Online Advanced

Join our CCH trainer for this interactive session on improving your Search Techniques using CCH Online platform - a great learning opportunity!This session is for those CRA clients who are comfortable with the platform, and would like to delve a little deeper into researching.You will learn more sophisticated methods of Boolean searching which will, in turn save you time and energy.Have you been searching for something specific, or not quite getting the answers with the searches you've conducted? Please submit examples that we can use to tailor our session to your specific needs.Please send your name, e-mail and the date and time of the session you have registered for to: wisam.mshati@wolterskluwer.com and we will use those examples during the session.

Available Sessions for this Seminar:

, December 15, 2014




world news

CCH Practice Management - Time Entry - Private

Available Sessions for this Seminar:

ipwebinar.aspx?tab=1&smid=1635, December 15, 2014
ipwebinar.aspx?tab=1&smid=1635, December 15, 2014
ipwebinar.aspx?tab=1&smid=1635, January 05, 2015
ipwebinar.aspx?tab=1&smid=1635, January 05, 2015
ipwebinar.aspx?tab=1&smid=1635, January 06, 2015
ipwebinar.aspx?tab=1&smid=1635, January 07, 2015
ipwebinar.aspx?tab=1&smid=1635, January 07, 2015
ipwebinar.aspx?tab=1&smid=1635, January 20, 2015
ipwebinar.aspx?tab=1&smid=1635, January 27, 2015
ipwebinar.aspx?tab=1&smid=1635, January 27, 2015
ipwebinar.aspx?tab=1&smid=1635, January 29, 2015




world news

China gives Pak 2 ships for CPEC sea route security

China is expected to provide two more ships to the Pakistan navy. Pakistan has already raised a new division of the army to ensure security along the CPEC route and in and around the Gwadar port.




world news

Halt work on hydro projects in JK: Pak tells India

Pakistan's two parliamentary committees in a joint resolution asked India to immediately suspend the ongoing construction of the Kishanganga and Ratle hydro power projects in Jammu and Kashmir, Dawn reported. ​




world news

Sounding out swarms

Swarms of midges exhibit many of the unusual characteristics of collective behaviour. Jennifer Ouellette meets one physicist who studies them with sound




world news

The business of physics

In this new series of columns, James McKenzie explores the value and relevance of physicists to industry




world news

Boldly going to a galaxy far, far away

Treknology and The Physics of Star Wars offer a fascinating and entertaining ride through the science and fiction of these two complimentary franchises, writes Andrew Glester




world news

The long road to Mars

Stephen Ornes explores the technological and physiological challenges facing scientists as they endeavour to get humans to the red planet by the 2030s




world news

Of graphs and giggles

With their topical jokes, flaming antics and solid science, Just for Graphs is sure to delight nerds, non-nerds and everyone in-between, says Tushna Commissariat




world news

Once a physicist: Anna Starkey

Anna Starkey is the creative director of We The Curious – an interactive science centre in Bristol, UK




world news

Building a firm foundation in vacuum technology

Sponsored article: One company's evolution from a small component manufacturer to a major supplier of precision vacuum equipment highlights the importance of expert knowledge for winning customer trust




world news

Looking – into the future

With age comes failing eyesight, but Helen Gleeson hopes her team’s research into liquid-crystal contact lenses that can switch focus may provide a solution




world news

Collecting books

A collection of physics books is being sold to the American Institute of Physics for $5m, as Robert P Crease finds out




world news

Tales from a British physicist in Japan

Elizabeth Tasker details the good, the bad and the confusing of working as a physicist in Japan




world news

Swami Sadyojathah interview

Art of Living teacher Swami Sadyojathah talks about the trauma relief programme he conducted for Sri Lanka's terror-hit cricket team and the secret to healthy living.




world news

Amre confident of Mumbai Indians chances

Mumbai Indians assistant coach Praveen Amre on the challenge of the second Indian Premier League season and his team's chances.




world news

'IPL is good for domestic cricketers'

UP batsman Suresh Raina on his successful outing in New Zealand and how the inaugural IPL put his career back on track.




world news

'I want to make sure Mumbai Indians win'

After a fine domestic season that earned him a place among the probables for the T20 World Cup, all-rounder Abhishek Nayar is raring to go in the second edition if the IPL.




world news

'I don't have to prove myself to anyone'

Harbhajan reflects on the year that was, the secret behind India's recent successes and the upcoming Indian Premier League.




world news

'IPL a stepping-stone for youngsters'

Ajinkya Rahane talks about his recent successes, the recent trip to the Rainbow Nation, interactions with Jonty Rhodes and Shaun Pollock and, of course, his idol Sachin Tendulkar.




world news

Vishy Anand to lead India in Online Cup

Five-time World champion Viswanathan Anand will lead India's charge at the online Nations Cup beginning on Tuesday, where some of the world's best players will face off amid the coronavirus pandemic which has thrown the sporting calendars out of gear. The six-team event, touted to the richest online team tournament, features all the big names in the game with World champion Magnus Carlsen being the only big gun missing from the line-up.




world news

Online chess: Ind loses to Rest of World

India went down to Rest of the World 1.5-2.5 in the second round of the FIDE-Chess.com Online Nations Cup. Earlier in the opening round, India split points with USA with Humpy posting a win over Anna Zatonkish while the legendary Anand drew with the highly-rated Hikaru Nakamura.




world news

Chess: Double blow for India on Day 2

India suffered a double blow, losing its third and fourth round matches to Europe and top-seeded China by similar 1.5-2.5 margins, on the second day of the FIDE-Chess.com Online Nations Cup on Wednesday. Five-time World champion Viswanathan Anand came up against a strong opponent in Ding Liren and the two agreed to sign peace in 54 moves. P Harikrishna held higher-rated Yu Yangyi to a draw while long-time rivals Koneru Humpy and Hou Yifan drew their game.




world news

Wife hopes for Anand's early return

Viswanathan Anand was in Germany to play in the Bundesliga chess and before he could return, the travel restrictions came calling in wake of the pandemic.