ProSystem fx® Engagement for the Tax Department

ProSystem fx Engagement supports better workflow by quickly and efficiently importing GL information into the trial balance, and then flowing the data automatically into ProSystem fx Tax and all related spreadsheets and documents.

The Latest Innovations in Paperless Integration

You keep hearing about the benefits of a digital office. ProSystem fx Engagement delivers a paperless tax engagement workflow, so your firm will enjoy the convenience of instantly accessible files. Engagement lets you:

• Store and access all of your engagement binders in an intuitive Windows® Explorer-style file room.
• Save time by scanning documents directly into the correct engagement binder.
• Automatically create PDF files from any application, and seamlessly store them in paperless binders.
• Share Engagement files with customers using ProSystem fx Portal.

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Enjoy the convenience of instantly accessible documents. ProSystem fx Engagement adds the following capabilities to your existing spreadsheets:

• Check out files and synchronize work from any location.
• Automate the creation of new tax engagements with binder templates customized to fit your clients’ needs.
• View staff members assigned to each engagement binder
• Create, respond to, and clear various types of notes for the Team, Open Items and Next Period issues.
• Manage secure online sign-offs by preparer and multiple reviewers, and lock documents after final review.
• Finalize binders to prevent future changes and further secure the integrity of your client documents and process.
• Roll forward an entire binder, including trial balances, linked spreadsheets and documents, with a single mouse click, leaving behind a secure archival binder for the previous period while starting work in the new current period binder.

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Take advantage of the only trial balance system built using Microsoft® Excel and Word technology on top of a powerful SQL database. With ProSystem fx Engagement’s trial balance feature, you can:

• Import trial balance data easily from virtually any general ledger system.
• Select the account balance types and related journal entries you need for your clients.
• Post journal entries that dynamically update all spreadsheets, journal entry reports, tax returns and reports.
• Export trial balance data to Lacerte or GoSystem Tax, or take advantage of full integration by linking trial balance tax data to ProSystem fx Tax for automatic journal entry revisions and full M-3 support for all business return types, including 1120, 1120S, 1065 and 990 returns.
• Summarize trial balance data for a variety of reporting needs with unlimited account groupings, including tax return lines, financial reporting, user-defined, and even key performance indicators.
• Maintain account balances for current and up to 36 prior periods using monthly, quarterly, semi-annual or annual binders.
• Maintain multiple divisional or company trial balances in one binder for combined or consolidated reporting.
• Import budget balances and easily create budget-to-actual reports utilizing additional balance types.
• Display balances and columns exactly as you choose with customizable trial balance views.
• Generate linked monthly management reports that automatically refresh with all changes to the trial balance.

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The Administrator module allows you to customize the application to fit the way you work. With the Administrator module, you can:

• Create staff groups to represent the different titles and roles of your staff members, and choose which rights to grant for each staffing title.
• Update staff member titles for promotions or changes with all new security rights of the title automatically applying to the staff member as they log in to the program.
• Assign staff members using flexible assignment options that allow you to grant access to electronic binders to all staff, binder teams or individual staff members.
• Share staff information, licensing and binders in a multi-office environment, with or without a wide area network, using Office Servers.
• Share customized firm tips and policies using a customizable "Tips of the Day" feature.

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ProSystem fx Engagement gives you the flexibility to continue using processes that work for you while giving you a powerful tool to replace processes that don’t. ProSystem fx Engagement offers the most efficient workflow tools through an integrated suite that provides an end-to-end solution with competitive start-up and training costs.

Electronic file management is a new concept for many accountants and requires proper planning and training, so be sure to take advantage of CCH’s vast experience in guiding firms through the benefits of ProSystem fx Engagement. CCH consultants can help maximize your return on Engagement by sharing best practices and other information. For more information, visit CCHGroup.com/Training.

The CCH Training & Consulting Team will take your use of ProSystem fx products to a new level. Our team will assist you in incorporating Engagement into your daily workflow, along with working closely with you to show you best practices for using Engagement to build important relationships with your customers.

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Discover the benefits of implementing a single software to take care of all your tax trial balance workpaper and archiving needs! Join us for a free online presentation of ProSystem fx Engagement - the premier engagement software.

Presentation Topics

A ProSystem fx Engagement specialist will introduce this exciting product in an interactive, 1 hour Web-based presentation that covers...

Manage Client Files - Store all client information (Microsoft Excel and Word documents, PDF files, scanned documents, Microsoft Outlook emails and tax returns) in one easily accessible electronic binder with built-in security.

Make the Most of Trial Balance Functionality - With an integrated trial balance you can move beyond basic account groupings to exporting information into your tax software and creating dynamic links to Excel and Word workpapers which can virtually eliminate manual input.

Utilize Workflow Tools - Built-In workflow tools (indexing, referencing, tickmarks, sign offs, notes and comments) allow you to work efficiently in a paperless environment whether in the office or in the field.

Roll Forward Feature

Discover how easy it is to roll forward an entire engagement to the next period with a single mouse click.

Customization

Engagement offers you many options allowing you to customize for the way you work.

World-Class Customer Support

Discover why CCH is widely recognized for offering the best and most reliable customer support in the business.

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CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.