ADP Accountant Connect Certification from Coursera

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. THIS COURSE IS LIMITED TO LEARNERS IN THE UNITED STATES.

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 ADP's Accountant Connect certification 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.

What's inside

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.

Adding and Working with Clients

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.

Automating Reports and Tax Forms

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.

Better Advising with Analysis Tools

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.

Getting Beyond Just a Payroll Business

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.

Using Marketing and Tax Resources

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.

Using the Wolter Kluwer’s CCH Resource Library and Tax Resources

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.

Taking the Final Exam

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

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Complies with ADP Accountant Connect's certification requirements

Provides a thorough review of the key tasks and features of Accountant Connect

Develops knowledge, skills, and expertise in the use and application of Accountant Connect

Taught by experts from ADP and Rootworks

Eligible for 3 CPE credits upon passing the certification exam

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in ADP Accountant Connect Certification with these activities:

Review Accounting Principles

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Familiarize yourself with the foundational accounting concepts you will need to master Accountant Connect.

Browse courses on Accounting Fundamentals

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Review your class notes or textbooks from previous accounting courses.
Complete practice problems or online quizzes to test your understanding.
Watch tutorial videos on accounting principles.

Review Course Materials

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Ensure a strong foundation by thoroughly reviewing the course materials provided by Coursera and Rootworks.

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Read through the course modules.
Watch the video lectures and demonstrations.
Take notes and highlight important concepts.

Develop a Cheat Sheet

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Summarize key concepts and features of Accountant Connect for quick reference during your learning journey.

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Identify the most important topics and features of Accountant Connect.
Create a concise and organized summary of each topic or feature.
Use visuals, such as tables or diagrams, to enhance understanding.

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Explore Accountant Connect Help Center

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Access the wealth of resources provided by ADP to deepen your understanding of Accountant Connect.

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Navigate to the Accountant Connect Help Center.
Search for specific topics or browse through the available articles.
Follow the step-by-step instructions and examples provided in the tutorials.

Complete Practice Exercises

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Reinforce your understanding of Accountant Connect by working through hands-on exercises and simulations.

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Access the practice exercises provided in the Accountant Connect self-study curriculum.
Follow the instructions and complete the exercises to the best of your ability.
Review your answers and identify areas for improvement.

Design a Client Onboarding Guide

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Develop a comprehensive guide to assist your clients in setting up and using Accountant Connect seamlessly.

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Gather information on the onboarding process and best practices.
Create a step-by-step guide that covers all the necessary steps for client onboarding.
Include screenshots, videos, or other visuals to enhance clarity.

Participate in Accountant Connect Challenges

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Challenge yourself and showcase your skills by participating in Accountant Connect-related competitions or hackathons.

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Research upcoming competitions or hackathons related to Accountant Connect.
Form a team or work individually to develop innovative solutions.
Submit your entries and compete for recognition or prizes.

Career center

Learners who complete ADP Accountant Connect Certification will develop knowledge and skills that may be useful to these careers:

Payroll Administrator

Payroll Administrators are responsible for processing payroll for employees. This includes calculating wages, withholding taxes, and issuing paychecks. They typically have a high school diploma or equivalent. The Accountant Connect Certification Program can help Payroll Administrators become proficient in the use of Accountant Connect - a tool that can help automate many of their daily tasks. This course can provide you with the skills to help you manage payroll, generate reports, and improve efficiency.

See salaries and explore the career path for Payroll Administrator

Accountant

An Accountant is responsible for interpreting financial information for internal or external stakeholders. They play a key role in the financial reporting process by making sure that all of the organization's financial information is accurate. The Accountant Connect Certification Program can help Accountants become proficient in the use of Accountant Connect - a tool that can help modernize payroll processes, improve efficiency, and strengthen advisory services. This course can provide you with the skills to help analyze financial data, create reports, and provide insights to clients.

See salaries and explore the career path for Accountant

Bookkeeper

Bookkeepers record and manage financial transactions for organizations. Their responsibilities include tracking income and expenses, preparing financial reports, and ensuring that all financial records are accurate. The Accountant Connect Certification Program can help Bookkeepers become proficient in the use of Accountant Connect - a tool that can help automate many of their daily tasks. This course can provide you with the skills to help you manage financial transactions, generate reports, and improve efficiency.

See salaries and explore the career path for Bookkeeper

Auditor

Auditors examine financial records to ensure accuracy and compliance. The information they gather is used to provide assurance that financial statements are accurate and complete. As the role requires extensive knowledge of accounting principles, many Auditors have a bachelor's or master's degree in accounting. The Accountant Connect Certification Program can help Auditors become proficient in the use of Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify any discrepancies or areas of concern.

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Tax Accountant

Tax Accountants prepare tax returns for individuals and businesses. They typically have a bachelor's or master's degree in accounting or taxation. The Accountant Connect Certification Program can be useful for Tax Accountants who want to stay up-to-date on the latest tax laws and regulations. This course may provide you with the skills to help prepare tax returns, identify tax deductions and credits, and advise clients on tax matters.

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Tax Preparer

Tax Preparers prepare tax returns for individuals and businesses. They typically have a high school diploma or equivalent and may have some experience in accounting or taxation. The Accountant Connect Certification Program may be useful for Tax Preparers who want to learn how to use Accountant Connect - a tool that can help automate many of their daily tasks. This course may provide you with the skills to help you prepare tax returns, identify tax deductions and credits, and advise clients on tax matters.

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Financial Manager

Financial Managers oversee the financial operations of organizations. They typically have a bachelor's or master's degree in business or finance. The Accountant Connect Certification Program may be useful for Financial Managers who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify trends or opportunities.

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Consultant

Consultants provide advice and guidance to organizations on a variety of business issues. They typically have a bachelor's or master's degree in business or a related field. The Accountant Connect Certification Program may be useful for Consultants who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help you analyze financial data, create reports, and identify trends or opportunities.

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Financial Analyst

Financial Analysts provide insights and make recommendations on investment decisions. They typically have a bachelor's or master's degree in finance, economics, or a related field. The Accountant Connect Certification Program may be useful for Financial Analysts who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify trends or opportunities.

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Data Analyst

Data Analysts collect, analyze, and interpret data to identify trends and patterns. They typically have a bachelor's or master's degree in data science, computer science, or a related field. The Accountant Connect Certification Program may be useful for Data Analysts who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify trends or opportunities.

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Compliance Officer

Compliance Officers ensure that organizations comply with all applicable laws and regulations. They typically have a bachelor's or master's degree in compliance or a related field. The Accountant Connect Certification Program may be useful for Compliance Officers who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify trends or opportunities.

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Forensic Accountant

Forensic Accountants investigate financial crimes and fraud. They typically have a bachelor's or master's degree in accounting or a related field, as well as experience in auditing or forensic accounting. The Accountant Connect Certification Program may be useful for Forensic Accountants who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify trends or opportunities.

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Personal Financial Advisor

Personal Financial Advisors provide financial advice and services to individuals and families. They typically have a bachelor's or master's degree in finance or a related field. The Accountant Connect Certification Program may be useful for Personal Financial Advisors who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify trends or opportunities.

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Risk Manager

Risk Managers identify and assess risks that organizations face. They typically have a bachelor's or master's degree in risk management or a related field. The Accountant Connect Certification Program may be useful for Risk Managers who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify trends or opportunities.

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Investment Banker

Investment Bankers provide financial advice and services to corporations and governments. They typically have a bachelor's or master's degree in finance or a related field. The Accountant Connect Certification Program may be useful for Investment Bankers who want to learn how to use Accountant Connect - a tool that can help automate report generation and improve efficiency. This course may provide you with the skills to help analyze financial data, create reports, and identify trends or opportunities.

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ADP Accountant Connect Certification

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