CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings

2023 Year-End Update and Productivity Training: SurePrep – Review Wizards

Level: Basic

This course is designed to help answer those lingering questions related to the Review Wizard steps in 1040SCAN. Participants will learn about settings that impact the Review Wizards and understand the recommended best practices surrounding those settings. Participants will get to see all potential Review Wizards and at the conclusion of the session should understand why they appear, how to correctly handle them, and the impact of the Review Wizards to the documents when exporting data or organizing in the binder.

Target Audience: Professional Staff

This course is eligible for 1.5 credits of NASBA CPE in the field of study Computer Software and Applications.

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Course Objectives:

  • Gain in-depth knowledge of Review Wizard settings
  • Master best practices for Review Wizards
  • Proficiently navigate, organize, and comprehend Review Wizards impact to your documents in SPbinder

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