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Checkpoint
Checkpoint Functionality - Fundamentals
Checkpoint
Checkpoint Functionality: Basic Functionality for University Students and Professors
Price: Free

This recorded webinar is designed specifically for university students and professors who utilize Checkpoint as part of their tax and accounting curriculum. You will learn how to log on to the system, both through the school network and from an off-campus site. Students will learn different methods of research, including Keyword, Citation, Table of Contents and Index searching and how to save information for homework assignments. You will also learn about the different databases in your subscription. Students and professors alike will walk away from this course with a better understanding of how to utilize Checkpoint both in and out of the classroom.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


Checkpoint
Checkpoint Functionality: Getting Started with the Basics
Price: Free

The material covered in this recorded webinar gives you the groundwork needed to use Checkpoint for your research. Basic functionality is the same in all practice areas, so whether you are researching international, federal or state tax issues, accounting, pension, estate, or payroll, what you learn here will apply to all! This course shows you how to keyword search, perform a citation search, efficiently navigate in the system and how to set yourself up to receive newsletters by e-mail so you can stay up-to-date on the latest happenings in your field.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

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Pension & Benefits
Checkpoint
Checkpoint Functionality: Getting Started with The ACA Decision Support Tool
Price: Free

This recorded training will teach you how to get started using the ACA Decision Support Tool on Checkpoint. You will learn how to use the Employer Survey to input employer-specific data to generate a customized analysis of the impact of the Affordable Care Act. You will also learn how to model various scenarios and generate customized client reports for employer-provided health benefits.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

International Tax
Checkpoint
Orbitax Functionality: Using Orbitax Essential International Tax Solution
Price: Free

In this class, you will learn how to use and leverage Checkpoint's Essential International Tax Solutions to create entity charting while utilizing management capabilities. You will also see how to combine tax rate and compliance information in the Research/Planning and Compliance Solutions to create, display, and maintain your own specific company data, including entity charts & attributes, transactions, and tax compliance commitments.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Accounting & Auditing
Checkpoint
Checkpoint Functionality: Accounting, Audit, & Corporate Finance for Universities
Price: Free

This recorded training is designed for University students and professors who have access to an Accounting, Audit or Corporate Finance library on Checkpoint, through their university. During this training you will learn how to login to Checkpoint, keyword search and navigate results, find documents by citation and access newsletters. Students and professors alike will walk away from this course with a better understanding of how to utilize Checkpoint both in and out of the classroom.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Checkpoint Tools
Checkpoint Tools
Checkpoint Tools
Checkpoint Tools Functionality: PPC Audit Practice Aids
Price: Free

This course demonstrates use of the four tool types available (PPC's Practice Aids, PPC's Workpapers, PPC's Interactive Disclosure Libraries, and PPC's Engagement Letter Generator) with an emphasis on the PPC functionality built into the Checkpoint Tools for PPC program and the Microsoft; Word and Microsoft; Excel templates that house the PPC Tools.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

PPC's SMART Practice Aids
SMART Practice Aids - What's New
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Learn How to Easily Install
Price: Free

Join one of our IT experts to listen to tips on installing PPC’s SMART Practice Aids.  This class is designed for the person in your firm responsible for installing and updating SMART Practice Aids.  You can also take advantage of learning about the best practices when installing SMART Practice Aids!

This class will review the various options and help you determine the best installation approach.  You will learn tips and tricks to ensure a successful installation.

NOTE: This course is intended for experienced IT personnel responsible for administrative and network installation and support of SMART Practice Aids. If you only use local installation, you do not need to attend this class.  Always refer to the support site for current system requirements documentation.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids - Risk Assessment
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Risk Assessment
Price: Free

This recorded class is designed for subscribers to SMART Practice Aids - Risk Assessment that do not have Field Work. Users of SMART Practice Aids Field Work should refer to classes available for that product.You will see how SMART works together and integrates with Checkpoint and Checkpoint Tools. You will learn to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, and tailoring and completing audit programs. You will also see how to easily access important installation and implementation guidance and support


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids - Field Work
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Field Work & Risk Assessment - for firms not using external engagement software
Price: Free

This recorded class is designed for Field Work users who do NOT use paperless engagement software.If you DO use paperless engagement software, you should refer to the class for SMART Field Work With Paperless Software. In this class, you will see how SMART works together and integrates with Checkpoint and Checkpoint Tools. You will learn how to plan and execute the entire PPC audit process within SMART. You will learn to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, and tailoring and completing audit programs.And, you will also see how to easily access important installation and implementation guidance and support.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Field Work & Risk Assessment - for firms using any external engagement software
Price: Free

This recorded class is designed for Field Work users who use paperless engagement software.  If you do NOT use paperless engagement software, you should refer to the class for SMART Field Work Without Paperless Software. In this class, you will see how SMART works together and integrates with Checkpoint and Checkpoint Tools.  You will learn how to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, tailoring and completing audit programs, and generating SMART Image Documents to store in your paperless software.  And, you will also see how to easily access important installation and implementation guidance and support.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids - Disclosure
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Getting Started with Disclosure
Price: Free

In this recorded webinar, learn how to use PPC’s SMART Practice Aids – Disclosure, fully integrated with the SMART Practice Aids Risk Assessment and Internal Control, as well as Field Work. You will learn how to take advantage of the dynamic SMART Practice Aids functionality when creating and completing your disclosure checklists. Also, you will learn how to easily create, customize and maintain Firm Libraries of approved note disclosures. See how to easily key word search example note disclosures in your Firm Libraries and PPC Libraries. And learn how to easily update your disclosure checklist to ensure you and your staff are using the most current checklist available on each engagement.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

Checkpoint Tools
PPC's SMART Practice Aids
Checkpoint Tools Functionality: PPC Audit Practice Aids
Price: Free

This course demonstrates use of the four tool types available (PPC's Practice Aids, PPC's Workpapers, PPC's Interactive Disclosure Libraries, and PPC's Engagement Letter Generator) with an emphasis on the PPC functionality built into the Checkpoint Tools for PPC program and the Microsoft; Word and Microsoft; Excel templates that house the PPC Tools.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Compilation and Review
Price: Free

Learn how to increase efficiency by using SMART Practice Aids - Compilation and Review. You will learn how to easily automate your industry-tailored checklists and forms for the engagement planning and performance of your compilation and review engagements. In this class the instructor will explain how to utilize the dynamic SMART functionality of the leading engagement process delivered in PPC's Guide to Compilation and Review Engagements.


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

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

13 results.