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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/adp-accountant-connect-certification
课程评论：没有评论
课程名称：ADP会计师连接认证 课程概述：ADP会计师连接认证项目旨在为会计专业人员提供必要的知识、技能及专业技巧，以熟练使用和应用会计师连接（Accountant Connect）。该课程由Rootworks——会计行业的首要企业改善组织共同开发，并由其创始人Darren Root, CPA、Accountant Connect产品开发者Rhonda Shurter及Wolters Kluwer的专家主讲。自学课程对Accountant Connect的关键任务和功能进行了全面复习，帮助现代化公司薪酬流程，提高工作效率，并加强顾问服务。 通过考试后，您将获得官方证书、3个CPE学分及数字徽章，提升您公司的市场推广，并展示您的专业能力。您可以将其添加到公司网站，并在社交媒体上与现有及潜在客户分享，以进一步巩固您作为他们最信任顾问的角色。 重要提示：我们建议您是Accountant Connect的活跃用户，以注册此认证项目。若您为RUN合作伙伴/批发商，请通过RUN平台访问Accountant Connect。否则，可以通过以下链接访问Accountant Connect工具：https://www.adp.com/logins/adp-accountant-connect.aspx。 认证的好处： 完成项目后，您将解锁多项有价值的福利，包括： • 作为ADP会计师连接的认证伙伴获得认可 • 扩展使用Accountant Connect进行高级任务的技能 • 提升公司的效率和收益潜力 • 扩展职业机会 • 在获得认证时，从Wolters Kluwer CPELink获得3个CPE学分 • 认证伙伴全年可享受独家促销和折扣 课程内容： 该课程时长3小时15分钟，复习Accountant Connect的关键任务和功能，并为认证考试做好准备。主题包括添加和管理客户、自动化报告和税务表格、使用分析工具为客户提供建议，以及利用Accountant Connect提供的产品和服务，包括Wolters Kluwer的CCH资源库。 开始学习： 要获得ADP会计师连接认证伙伴资格，您需要： • 在Coursera自学课程结束时，点击课程末尾提供的链接注册认证考试，并按照购买说明进行操作。考试费用为295美元。 • 通过认证考试。 课程大纲： 1. **设置Accountant Connect**（26分钟视频）：复习设置Accountant Connect的关键任务。 2. **添加和管理客户**（25分钟视频）：复习在Accountant Connect中管理客户的关键任务。 3. **自动化报告和税务表格**（18分钟视频）：复习生成Accountant Connect报告的关键任务。 4. **使用分析工具更好地提供建议**（24分钟视频）：复习使用分析工具帮助客户提供建议的关键任务。 5. **超越单纯的薪酬业务**（22分钟视频）：复习利用Accountant Connect中的产品和服务的关键任务。 6. **利用营销和税务资源**（15分钟视频）：复习利用Accountant Connect的营销和税务资源的关键任务。 7. **使用Wolters Kluwer的CCH资源库和税务资源**（26分钟视频）：复习在Accountant Connect中访问CCH资源库中有价值资源的关键任务。 8. **参加最终考试**（视频）：如何参加最终考试以获得官方认证。
Name:Setting Up Accountant Connect
Description: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.
Name:Adding and Working with Clients
Description: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.
Name:Automating Reports and Tax Forms
Description: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.
Name:Better Advising with Analysis Tools
Description: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.
Name:Getting Beyond Just a Payroll Business
Description: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.
Name:Using Marketing and Tax Resources
Description: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.
Name:Using the Wolter Kluwer’s CCH Resource Library and Tax Resources
Description: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.
Name:Taking the Final Exam
Description:How to go about taking the final exam to receive the official certification.
The Accountant Connect Certification Program is designed to provide accounting professionals with the knowledge, skills, and expertise needed to become proficient in the use and application of Accountant Connect. Co-developed with Rootworks – the accounting profession’s premier firm improvement organization – and presented by its founder Darren Root, CPA, Accountant Connect product developer Rhonda Shurter, and experts from Wolters Kluwer – the self-study curriculum provides a thorough review of the key tasks and features of Accountant Connect that can help to modernize your firm’s payroll process, improve efficiency, and strengthen advisory services. Upon passing the exam, you’ll obtain an official certificate, 3 CPE Credits, as well as a digital badge, to help strengthen your firm’s marketing and showcase your expertise. Add it to your firm’s website and share it on social media with current and prospective clients to further solidify your role as their most trusted advisor. Important Note: We recommend that you are an active user of Accountant Connect to register for this certification program. If you are a RUN Partner/Wholesaler please access Accountant Connect through the RUN platform. You can otherwise, access the Accountant Connect tool at the following link: https://www.adp.com/logins/adp-accountant-connect.aspx. Certification Benefits: Upon successful completion of the program, you’ll unlock many valuable benefits that can help both your firm and your clients, including: • Recognition as a Certified Partner in ADP Accountant Connect • An expanded skillset to perform advanced tasks using Accountant Connect • Help to enhance your firm’s efficiency and earnings potential • Expanded career opportunities • Earn 3 CPE credits from Wolters Kluwer CPELink while earning your certification • Exclusive promotions and discounts made available throughout the year to Certified Partners Program Content: This 3-hour and 15-minute course reviews the key tasks and features of Accountant Connect and prepares you for the certification exam. Topics include adding and working with clients, automating reports and tax forms, advising clients with the analysis tools, and leveraging the products and services offered through Accountant Connect, including the Wolters Kluwer’s CCH Resource Library. Getting Started: In order to earn your Certified Partner in ADP Accountant Connect certification, at the end of this self-study curriculum here in Coursera, you must: • Register for the certification exam by clicking the link provided at the end of this course and following the instructions for purchase. The cost of the exam is $295. • Pass the certification exam.
