ADP Accountant Connect Certification

Go to Course: https://www.coursera.org/learn/adp-accountant-connect-certification

Introduction

## Course Review: ADP Accountant Connect Certification on Coursera ### Overview In today’s fast-paced business landscape, having a strong command over accounting software is crucial for accounting professionals. The **ADP Accountant Connect Certification**, offered on Coursera, aims to equip learners with the competencies required to maximize their use of Accountant Connect—a powerful tool designed for efficient client management and reporting in the accounting sphere. Co-developed with Rootworks and presented by industry experts including Darren Root, CPA, and Rhonda Shurter, this course provides a thorough, hands-on approach to gaining proficiency in Accountant Connect. ### Course Structure and Content This certification program is carefully designed to take you from the basics of setting up Accountant Connect to advanced client management and reporting techniques. The course is segmented into a series of concise video lessons, each focusing on a specific aspect of the platform: 1. **Setting Up Accountant Connect (26 Minutes)** This introductory module walks you through the crucial steps of setting up your profile and managing user access, service requests, and notifications related to your clients’ accounts. 2. **Adding and Working with Clients (25 Minutes)** Managing clients is a key part of any accounting professional's job, and this segment covers how to add clients, refer them to ADP, and manage your client list effectively. 3. **Automating Reports and Tax Forms (18 Minutes)** This short module focuses on both generating and scheduling reports for your clients, which is essential for maintaining efficiency in your practices. 4. **Better Advising with Analysis Tools (24 Minutes)** Here, you’ll learn how to leverage analysis tools to offer proactive advice to your clients, enhancing the advisory role you can play in their financial health. 5. **Getting Beyond Just a Payroll Business (22 Minutes)** This video explores how to diversify your services by utilizing insights and additional products available through Accountant Connect and ADP. 6. **Using Marketing and Tax Resources (15 Minutes)** Understanding marketing and tax resources will equip you to better serve your clients and grow your own knowledge base, including obtaining CPE credits. 7. **Using Wolters Kluwer’s CCH Resource Library (26 Minutes)** This segment dives into accessing valuable research materials and tools within the Wolters Kluwer CCH Tax Resource Library, an essential asset for any accountant. 8. **Taking the Final Exam** The course concludes with guidance on how to undertake the final exam to receive your certification. ### Who Is This Course For? This course is specifically designed for accounting professionals based in the United States who are looking to enhance their skills and knowledge in using the Accountant Connect platform. This makes it particularly relevant for both seasoned accountants seeking to refresh their skills and newcomers aiming to establish a solid foundation in modern accounting practices. ### Benefits of Taking the Course - **Expert Guidance**: Learn directly from industry leaders and experts who provide invaluable insights. - **Practical Knowledge**: Gain hands-on familiarity with Accountant Connect that you can immediately apply to your practice. - **Career Advancement**: Earning a certification can enhance your credentials and potentially open up new career opportunities. ### Conclusion and Recommendation The **ADP Accountant Connect Certification** on Coursera is an excellent investment for accounting professionals looking to deepen their software capabilities and improve client management. The course is thoughtfully structured, practical, and rich in content, making it a highly recommended resource for anyone serious about jumping into or advancing in the accounting field. If you are within the target audience and are ready to take your accounting skills to the next level, I highly recommend enrolling in this course. Don’t miss this opportunity to become proficient in a platform that may significantly enhance your efficiency and effectiveness in the accounting profession.

Syllabus

Setting Up Accountant Connect

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.

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.

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.

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.

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.

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.

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.

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