Enroll Course: https://www.coursera.org/learn/adp-accountant-connect-certification
In the ever-evolving world of accounting, staying ahead means embracing the tools that streamline processes and enhance client advisory. The ADP Accountant Connect Certification Program, available on Coursera, is a comprehensive course designed specifically for accounting professionals in the United States.
Co-developed with Rootworks, a leader in accounting firm improvement, and presented by industry experts like Darren Root, CPA, and Rhonda Shurter, this certification dives deep into the functionalities of Accountant Connect. The program is structured into several key modules, each focusing on practical application and skill development.
The syllabus begins with **Setting Up Accountant Connect**, a foundational module that guides users through profile setup, user management, service requests, and notification access. This 26-minute video is crucial for establishing a solid base within the platform.
Next, **Adding and Working with Clients** (25 minutes) covers the essential tasks of managing your client list, referring clients to ADP, and accessing vital client information such as reports, tax forms, payroll data, and tax notices. The ability to hide or delete clients is also detailed here.
For efficiency, the course delves into **Automating Reports and Tax Forms** (18 minutes). This module teaches you how to generate reports for single or multiple clients, set up report schedules, and access automatically run reports, saving valuable time.
Moving beyond basic reporting, **Better Advising with Analysis Tools** (24 minutes) highlights how to leverage Accountant Connect’s analytical capabilities to provide proactive, data-driven advice to your clients, a critical skill for modern accountants.
The course also focuses on growth with modules like **Getting Beyond Just a Payroll Business** (22 minutes), which explores how to productize your firm’s offerings and utilize client insights to expand services through ADP and its marketplace. **Using Marketing and Tax Resources** (15 minutes) equips you with the knowledge to leverage platform resources for client service, professional development, and CPE credits.
A significant portion of the certification is dedicated to harnessing external expertise through **Using the Wolter Kluwer’s CCH Resource Library and Tax Resources** (26 minutes). This module provides a deep dive into navigating the CCH Tax Resource Library, accessing research materials, and utilizing valuable tools.
Finally, the program concludes with guidance on **Taking the Final Exam**, ensuring you are well-prepared to receive your official certification.
Overall, the ADP Accountant Connect Certification is an invaluable investment for any US-based accounting professional looking to master a powerful platform, enhance client services, and drive firm growth. Its practical, expert-led approach makes it a highly recommended resource.
Enroll Course: https://www.coursera.org/learn/adp-accountant-connect-certification