Automatic Data Processing, Inc. (ADP)
ADP Accountant Connect Certification
Automatic Data Processing, Inc. (ADP)

ADP Accountant Connect Certification

Taught in English

Some content may not be translated

3,120 already enrolled

Course

Gain insight into a topic and learn the fundamentals

Rootworks

Instructor: Rootworks

4.5

(15 reviews)

Intermediate level

Recommended experience

4 hours to complete
3 weeks at 1 hour a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Become proficient in the use and application of Accountant Connect.

  • Be prepared for the certification exam.

  • Know how to leverage the products and services offered through Accountant Connect, including the Wolters Kluwer’s CCH Resource Library.

  • Be able to perform tasks that include adding and working with clients, automating reports and tax forms, advising clients with the analysis tools.

Details to know

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Assessments

8 quizzes

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There are 8 modules in this course

This 26-minute video reviews the key tasks related to setting up Accountant Connect: Set up your profile, add firm users with the appropriate access and security level, use Service Connect to submit a service request, access notifications related to your clients' accounts. This course is limited to learners in the United States.

What's included

1 video1 reading2 quizzes

This 25-minute video reviews the key tasks related to managing your clients in Accountant Connect: Add your ADP clients in Accountant Connect, refer a client to ADP, work with your client list in Accountant Connect using the tools to search, filter, and sort the list, access a client's reports and tax forms, payroll, general ledger, or tax notices and amendments, hide or delete a client in Accountant Connect.

What's included

1 video1 quiz

This 18-minute video reviews the key tasks related to generating reports in Accountant Connect: Generate reports for one or multiple clients, create a report schedule, access reports that were automatically run view the reports scheduled to run, generate a report for a single client employee.

What's included

1 video1 quiz

This 24-minute video reviews the key tasks related to using the analysis tools in Accountant Connect. How to use the analysis tools to help you proactively advise your clients.

What's included

1 video1 quiz

This 22-minute video reviews the key tasks related to leveraging the products and services in Accountant Connect: Help your firm productize your offerings, use the client insights as an opportunity to be proactive in reaching out to your clients to educate them on the products you can offer through Accountant Connect, leverage the products and services offered by ADP and through the ADP Marketplace and exclusive partnerships.

What's included

1 video1 quiz

This 15-minute video reviews the key tasks related to leveraging the marketing and tax resources in Accountant Connect. Learn to leverage the resources offered in Accountant Connect to help you serve your clients, grow your knowledge, and attain CPE credits.

What's included

1 video1 quiz

This 26-minute video reviews the key tasks related to accessing the valuable resources in the Wolters Kluwer CCH Resource Library in Accountant Connect: Navigate the CCH Tax Resource Library, access relevant research materials, locate valuable tools and resources.

What's included

1 video1 quiz

How to go about taking the final exam to receive the official certification.

What's included

1 reading

Instructor

Rootworks
Automatic Data Processing, Inc. (ADP)
1 Course3,120 learners

Offered by

Recommended if you're interested in Finance

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AO
5

Reviewed on Sep 28, 2023

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