The Caseware PBC Essentials Course is a virtual training designed to assist learners in using the software for an effective and efficient workflow for collaboration around PBC documents and requests. Included with the course, you will be provided with self-study exercises for hands-on software practice and learning reinforcement, along with presentation notes and other relevant handouts, if applicable.
Note: Trainings are recorded for quality assurance purposes. Post-session, these recordings will not be accessible to attendees.
Who Should Take the Training
CPAs or other professionals responsible for collaboration with clients to gather PBC document requests or other client inquiries.
LEARNING OBJECTIVES
In this course, you will learn the fundamentals of the Caseware PBC guided client collaboration tools and technology. At the end of Caseware PBC Essentials training, the learner will be able to:
- Recall how to create Caseware PBC engagements
- Indicate how to navigate the Caseware PBC interface
- Use the engagement templates to create a standard and centralized method for document requests and client inquiries
- Use Caseware PBC to edit, customize, and intelligently tailor requests for a specific client
- Identify how to send and receive queries to support stronger client communications
- Determine how to monitor and track client requests
Prerequisite:
None
Contact Us
Price listed is per attendee.
CPE Credit
Requirements: None
Advanced Preparation: None
Field of Study: Computer Software & Applications
Non-technical
Number of CPE credits: 2
Program Level: Basic
Instructional Method : Group Internet-Based
Location: Online
No advanced preparation is required to participate in this course.
CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
AGREEMENTS:
By registering for this event, you agree to the terms and conditions located at https://www.cpa.com/legal/online-training-terms.
CANCELLATION POLICY
You may cancel your attendance at the workshop at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same workshop, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this workshop, ii) you are providing your request to reschedule at least one day prior to the workshop that you were originally scheduled to attend, iii) this workshop is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the workshop that is no later than 6 months from the date of your request to reschedule.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact trainings@hq.cpa.com.
Your Facilitators
Scott Smith
Sales Engineer / Technical Trainer
CPA.com
Rob Trexler
Sr. Manager, Audit Professional Services
CPA.com
Monica McGee
Manager, Audit Professional Services
CPA.com