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Checkpoint
Checkpoint Functionality - Setting up
Checkpoint
Checkpoint Functionality: eLearning - Introduction to Checkpoint
Price: Free

Learn some of the basics that will help you to begin using Checkpoint, including an overview of available training and support resources and a guide to navigating through Checkpoint’s areas and features. Additional information is provided about performing keyword searches to find specific Checkpoint content, as well as some of the other methods of finding information.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

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Checkpoint Functionality - Keyword Search
Checkpoint
Checkpoint Functionality: eLearning - Navigating Search Results and Documents
Price: Free

Learn to find your way around Checkpoint’s Search Results screen and the specific documents you choose to open, with descriptions of the three views available on the Search Results screen, find related learning courses, and how to save or schedule a search. Additional information is provided about various tools and features available on the document screen.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Checkpoint Functionality - History, Folders, Flags, and Notes
Checkpoint
Checkpoint Functionality: eLearning - News, History, Folders, and Other Features
Price: Free

This course provides an introduction to Checkpoint’s News screen and such tools as History, Folders, Flagged Documents, and Notes. Learn how documents, searches, and other kinds of data can be maintained for future access. Also learn how to navigate around the News screen, search within a news service, and arrange for newsletter content to be delivered to your e-mail address.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Customizing Checkpoint
Checkpoint
Checkpoint Functionality: eLearning - The Home Screen and Table of Contents
Price: Free

In this course focusing on two primary Checkpoint areas, learn techniques that will help you manage the Home screen view, set up quick links to other Checkpoint areas that you frequently visit, and perform quick searches. Then learn how to navigate the Table of Contents, set up external links, perform keyword searches in the Table of Contents, and use Jump To links to quickly access content.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

Federal Tax
Checkpoint
Checkpoint Functionality: eLearning - A Guide to Tools in Checkpoint
Price: Free

This course introduces Checkpoint’s Tools screen, where a variety of subscription-based productivity tools are provided. Select any tool to learn about it. A few tools are highlighted for more detailed information. You can also learn about Checkpoint’s search templates, specially designed search tools that provide a simple format for searching in specific source sets to retrieve Checkpoint content.

NOTE: THIS COURSE DOES NOT OFFER CPE!


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour 30 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

e-Form
e-Form RS
e-Form
e-Form RS Functionality: eLearning - Quick Tour
Price: Free

Get up to speed with e-Form RS faster and easier with RIA's award-winning professionally developed training. Enjoy the convenience of learning at your own pace on your own computer.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

PPC's SMART Practice Aids
SMART Practice Aids - Network and Multi-User
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Network and Multi-User Access
Price: Free

Learn about setting up an environment on your firm’s network that lets multiple users work on the same client engagement in SMART Practice Aids at the same time. You’ll learn to use simple features that prevent conflicts from occurring between simultaneous users. You can also learn about Transfer and Receive options that facilitate field work, giving you the freedom to use SMART Practice Aids to work on an engagement when you leave the office.

Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour 15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

SMART Practice Aids - Engagement CS Integration
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Integrating Field Work and Engagement CS
Price: Free

Learn about some of the powerful features available for integrating PPC's SMART Practice Aids - Field Work and Engagement CS, including how to link SMART and Engagement CS client engagements, create SMART Docs to store directly in Engagement CS client engagements, make changes to SMART Docs, use Rollforward settings to automatically replace documents from Checkpoint Tools or SMART Practice Aids, use SMART document placeholders in Engagement CS after Rollforward, and add other Checkpoint Tools documents to an Engagement CS client engagement. Additional information on using SMART Practice Aids in Virtual Office CS and on additional training resources is also provided.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour 30 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

SMART Practice Aids - Internal Control
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Internal Control
Price: Free

This course, PPC's SMART Practice Aids - Internal Control, provides guidance in finding your way step-by-step through a top-down, risk-based process for making internal control assessments on each engagement.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

SMART Practice Aids - Single Audit
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Single Audit Suite
Price: Free

Learn about using SMART Practice Aids - Single Audit Suite with Field Work to save time, reduce potential errors, and ensure compliance. Follow the Single Audit process of audit planning, entering federal awards, determining low-risk auditees, identifying major programs, and reviewing and modifying compliance programs. Learn how to use diagnostics to eliminate issues and how to generate schedules, forms, and compliance audit programs. In addition, you’ll learn about the Transfer and Receive features, which make it possible to take your engagement into the field, and the Rollforward feature, which lets you create a new engagement based on a prior period engagement.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

SMART Practice Aids - Product Demonstration
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Quick Tour
Price: Free

PPC’s SMART Practice Aids Suite

Saves time by bringing advanced functionality to your existing PPC’s Practice Aids. Click the ‘Get Learning’ button below to view one or all of the topics.

Field of Study: Specialized Knowledge and Applications
CPE Credit: N/A
Duration: 1 hour, 30 minutes

  • PPC's SMART Practice Aids - Risk Assessment
  • PPC's SMART Practice Aids - Internal Control
  • PPC's SMART Practice Aids - Disclosure

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PPC's SMART Practice Aids:  Audit Essential - Quick Tour

This eLearning course is designed for new subscribers to SMART Practice Aids - Audit Essential. Click the ‘Get Learning’ button to begin learning how to use Audit Essential.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

11 results.