ProSystem fx® Engagement

Easily import raw client data, prepare adjustments, create financial statements and export completed data to tax returns.

As your engagement team’s main hub, ProSystem fx Engagement can be used to import raw client data, prepare adjustments, create financial statements and export completed data to tax returns. It also functions as the central location for tracking, reporting, review, sign-off and archiving.

Details

Engagement is a powerful management tool on its own, and when combined with other Wolters Kluwer, CCH products it becomes an integrated end-to-end solution for all of your engagements. It provides a central location where information can flow in and out, while remaining accessible to the team. It links its financial data with ProSystem fx Tax so updates are made simultaneously in both programs. It also works with Knowledge Coach, Accounting Research Manager and IntelliConnect, which gives your auditors the tools they need to tackle risk assessment standards with ease. By itself, Engagement keeps your documents organized, accessible and safe by:

  • Backing up all of your files so they are free from the perils of fire or water damage.
  • Providing the risk mitigation you need for document storage and retention to help you follow Sarbanes-Oxley and other regulatory compliance rules. 
  • Allowing you to synchronize work from any location and e-mail an entire binder with one click.
  • Storing engagement-related e-mails using Microsoft® Outlook.
  • Letting you roll forward an entire engagement with a single mouse click so you can start first-year engagements with customized binder templates.
  • Incorporating your Microsoft® Word and Microsoft® Excel® workpapers and financial statements into electronic binders and automating them with links to client, engagement and trial balance data.
  • Sending scanned documents directly to the correct engagement binder.
  • Automatically creating PDF files from any application and seamlessly storing them in paperless binders.
  • Storing all of your engagement binders in an intuitive file room for later access.
  • Sharing documents simultaneously and only checking out the workpapers you need.

Combined with other products, Engagement is part of a total solution that streamlines your workflow in ways you never thought possible. Tax and Engagement work together to share financial data, which updates automatically when changes are made in either program. 

Using Knowledge Coach with Engagement assures guidance throughout your entire audit from planning to completion, driving dramatic improvements in efficiency, accuracy and compliance.

Adding in Accounting Research Manager and IntelliConnect gives you quick and direct answers to your research questions right when you need them.

Integrating Document lets you send files back and forth with Engagement.

Setting up CCH Axcess™ Portal allows you to share Engagement workpaper files with your clients from your website.

Specifications include the following:
  • Grant access to engagement binders by individuals or by binder teams.
  • Create staff groups to control who has “write” or “view only” access.
  • Share staff information, licensing and binders in a multi-office environment, with or without a wide-area network, using Office Servers.
  • Filter clients by group.
  • Share firm tips and policies using customizable Tips of the Day.

More
Training and Consulting

Learn how to prepare financial statements and manage files and documents within Engagement. Course includes hands on computer training.

Course Objectives

  • Navigate Engagement (including diagnostics)
  • Send and receive documents through synchronization
  • Add, edit, and save documents and files

Who Should Attend?

  • Word processing and administrative users responsible for financial statement preparation and document management.

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting – 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

This Premium session is day two of our full Best Practices consultation, which is structured as a 2-day course. Adding to the Standard Best Practices course, our Premium Best Practices session focuses on engagement management and workpaper management best practices. A knowledgeable consultant will guide your organization in completing a customized best practices/policies and procedures document to suite your business's workflow and organizational structure. Additional time will also be available to discuss more complex technical, procedural and functional implementation issues.

Course Objectives

  • Ensure an in-depth understanding of the Implementation Checklist and related best practices
  • Build a customized Firm Policies and Procedures guide for engagement management and workpaper management in ProSystem fx Engagement's electronic workpaper environment
  • Develop additional firm standard binder templates

Who Should Attend?

  • Implementation Leaders/Champions Team, Administrative and IT Representatives.

Program Information

  • Program Level: Basic
  • Prerequisites: Best Practice Consulting - Standard
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Accounting-4 credits
  • Management-4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

This Standard session is day one of our full Best Practices consultation, which is structured as a 2-day course. Designed to ensure a smooth implementation, a knowledgeable consultant will discuss the critical implementation issues you may encounter when implementing Engagement. This preparation will provide the time to prepare, correct, or avoid common issues of implementing ProSystem fx Engagement.

Course Objectives

  • Assess your firm's goals
  • Understand your business environment, including departmental relationships
  • Improve electronic processes
  • Develop an implementation plan utilizing our Implementation Checklist
  • Build a customized Firm Policies and Procedures guide for implementation and conversion to ProSystem fx Engagement's electronic workpaper environment
  • Develop a standard binder template

Who Should Attend?

  • Implementation Leaders/Champions Team, Administrative and IT representatives.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Accounting-4 credits
  • Management-4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Learn how to setup and manage Governmental and Not-for-Profit trial balance data and financial statements. Course includes hands-on computer training.

Course Objectives

  • Manage multiple funds for Governmental and Not-for-Profit entities
  • Create and customize a Fund Trial Balance database
  • Import fund and trial balance data
  • Create and modify trial balance links within the Fund Financial Statements
  • Create and modify Fund Journal Entry and Trial Balance Reports
  • Understand the inter-relation of workpapers in the template

Who Should Attend?

  • Those individuals involved in the preparation of Governmental and Not-for-Profit financial statements using ProSystem fx Engagement. This session replaces the discontinued ProSystem fx Engagement GASB session.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I A&A course
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 6 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Learn how to setup and manage Not-for-Profit trial balance data and financial statements. Course includes hands-on computer training.

Course Objectives

  • Manage multiple funds for Not-for-Profit entities
  • Create and customize a Fund Trial Balance database
  • Import fund and trial balance data
  • Create and modify trial balance links within the Fund Financial Statements
  • Create and modify Fund Journal Entry and Trial Balance Reports

Who Should Attend?

  • Those individuals involved in the preparation of Not-for-Profit financial statements using ProSystem fx Engagement.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I A&A course and Engagement v7.x
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

A well informed IT department is essential for a successful implementation of ProSystem fx Engagement. Learn how to properly install, maintain and support this product.

Course Objectives

  • Fit Engagement into your network environment
  • Understand installation procedures and issues
  • Ensure inclusion of hardware and software requirements
  • Understand data backup policies and procedures
  • Integrate Microsoft Word and Excel, and Adobe Acrobat
  • Understand maintenance, support, and back-end support
  • Manage MSDE/SQL Express/SQL
  • Understand the database behind ProSystem fx Engagement
  • Understand file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Who Should Attend?

  • IT Personnel

Program Information

  • Program Level: Basic
  • Prerequisites: Network experience
  • Read Policies

Recommended CPE

  • No CPE Certificate(s)

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Designed to provide participants with the necessary tools needed to help increase their efficiency when creating and using ProSystem fx Engagement financial statements. Course includes hands on computer training.

Course Objectives

  • Customize the Trial Balance database
  • Link and automate basic Financial Statements
  • Use advanced Trial Balance linking
  • Link Supplemental Schedules and the Cash Flow Statement
  • Link the Trial Balance database in Microsoft® Word

Who Should Attend?

  • Users who perform financial statement preparation.

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Designed to provide participants with the knowledge and tools necessary to optimize the ProSystem fx Engagement tax binder, and it's integration with ProSystem fx Tax. Course includes hands on computer training.

Course Objectives

  • Understand ProSystem fx Dynalink
  • Use M-3 Groupings
  • Post book to tax adjustments
  • Customize tax groupings

Who Should Attend?

  • Users who perform tax prep using ProSystem fx Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I (Tax) or Training I (A&A)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes – 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

CCH recommends you establish regular implementation meetings after completing your Engagement training. This Q&A course offers you the opportunity to have a qualified CCH consultant answer your questions in person.

Course Objectives

  • Distribute business-wide information (policies, new templates, or support tips)
  • Engage your peers with questions related to specific binders
  • Build staff morale and confidence

Who Should Attend?

  • ProSystem fx Engagement users.

Program Information

  • Program Level: Basic
  • Prerequisites: Training I course (either A&A or Tax)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • No CPE certificate(s)

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Provide a thorough understanding of how to review workpapers using Engagement. Course includes hands on computer training.

Course Objectives

  • Navigate Engagement (including diagnostics)
  • Send and receive documents through synchronization
  • Use workpaper notes and sign-off tools
  • Review with drill down TB link and quickview
  • Use tickmarks and workpaper references
  • Determine when to use locking and freeze
  • Complete binders using the finalization wizard

Who Should Attend?

  • Senior management personnel who only review workpapers.

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting – 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Establish the foundation of knowledge required to efficiently and effectively utilize ProSystem fx Engagement for the most common accounting and audit functions with the Training I and Training II (Accounting and Audit) courses. In tandem, Training I (Accounting and Audit) and Training II (Accounting and Audit) represent the complete accounting and audit user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.

Course Objectives for Training I (Accounting & Audit)

  • Import and convert data into a trial balance
  • Customize financial statement groupings
  • Group accounts and book journal entries
  • Generate trial balance reports
  • Create analytical reports
  • Link and automate workpapers and financial statements
  • Use tickmarks and workpaper referencing
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office or remotely
  • Electronically review and sign off workpapers and financial statements

Course Objectives for Training II (Accounting & Audit)

  • Perform consolidations, eliminating journal entries, and create reports
  • Use Write-Up Trial Balance
  • Customize the Trial Balance database (Fund, Divisional, Interim)
  • Use drill down and import/export functions
  • Customize binders
  • Publish workpapers and financial statements
  • Wrap up a binder using the finalization wizard
  • Roll forward for automatic pro forma and binder preparation
  • Understand synchronization options and tips

Who Should Attend?

  • Training I (Accounting & Audit) - users who perform financial statement prep, or financial statement prep and tax services
  • Training II (Accounting & Audit) - users who perform financial statement prep, or financial statement prep and tax services and have attended Training I (Accounting & Audit) or Training I (Tax)

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows; Must attend Training I (Accounting & Audit) before moving to Training II (Accounting & Audit)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 8 credits

Register Now

Training I

  • On-Site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Training II

  • On-Site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Establish the foundation of knowledge required to efficiently and effectively utilize ProSystem fx Engagement for the most common tax preparation functions with the Training I and Training II (Tax) courses. In tandem, Training I (Tax) and Training II (Tax) represent the complete tax preparation user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.

Course Objectives for Training I (Tax)

  • Import and convert data into a trial balance
  • Customize tax groupings
  • Group accounts and book journal entries
  • Generate tax-specific reports
  • Automate tax workpapers
  • Use general tax templates
  • Understand the tax export window
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office
  • Electronically view and sign off workpapers

Course Objectives for Training II (Tax)

  • Perform consolidations, post eliminating journal entries, and create reports
  • Use Write-Up Trial Balance
  • Customize the Trial Balance database
  • Understand ProSystem fx Dynalink best practices
  • Post Tax journal entries, including enhanced M-3 functionality
  • Use diagnostic and integration functions
  • Perform tax grouping update process
  • Use synchronization options and tips
  • Wrap up a binder using the finalization wizard
  • Roll forward for automatic pro forma and binder preparation

Who Should Attend?

  • Training I (Tax) - users who perform tax services without financial statement prep
  • Training II (Accounting & Audit) - users who perform tax services and have attended Training I (Tax) or Training I (Accounting & Auditing)

Program Information

  • Program Level: Basic
  • Prerequisites: Basic knowledge of Microsoft Word, Excel and Windows; Must attend Training I (Accounting & Audit) before moving to Training II (Tax)
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Accounting - 8 credits

Register Now

Training I

  • On-Site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Training II

  • On-Site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Reinforcing concepts from the Training I course, gain suggestions and recommended solutions from a knowledgeable consultant on how to set up and prepare engagements and workpapers, using your firm's own engagements, that incorporate your firm's standards. Since this course is spent with your real client data, you can structure them to be partially billable, which will reduce your overall training cost. Course includes hands on computer training.

Course Objectives

  • Convert actual data into your company's templates
  • Connect binder grouping lists with prior period financial statements
  • Create critical reports based on binder type
  • Automate balances using financial statement links
  • Prepare data for tax export (if applicable)

Who Should Attend?

  • Training I attendees

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: Training I course (either A&A or Tax) and Best Practices Consulting
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Accounting - 8 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Already a Customer?