ProSystem fx® Engagement


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.

Contact a CCH Rep

Find



800-PFX-9998  |  800-739-9998

Explore the features and facets of ProSystem fx® Engagement

The Basics:

 Learn more about how this product can help your business

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.

Add in seamless integration with ProSystem fx® Knowledge Coach, ProSystem fx® Knowledge Tools and Accounting Research Manager and you’ll become instantly equipped to handle strategic and tactical issues without interrupting your workflow.

Make Engagement the nerve center of your practice. Contact us today — we’ll get you there.

The Details:

 See the specifics about this solution that makes it stand out from the competition

Engagement is a powerful management tool on its own, but when combined with other 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.

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.

Make Engagement the nerve center of your practice. Contact us today — we’ll get you there.

Integration:

 Learn about how this product works with other CCH solutions you may already have

Combined with other CCH products, Engagement is part of a total solution that streamlines your workflow in ways you never thought possible.

  • ProSystem fx® 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.
  • Implementing Knowledge Tools streamlines workflow, signoffs, document sharing and workpaper management, while also allowing the import of workpapers and guidance from Knowledge Coach.
  • Adding in Accounting Research Manager and IntelliConnect gives you quick and direct answers to your research questions right when you need them.
  • Integrating ProSystem fx® 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.

Additional Engagement features include supporting data imports from popular trial balance packages such as ProSystem fx ® Trial Balance, GoSystem® Audit and ATB and exports to popular tax packages such as Tax, GoSystem® Tax and Lacerte.

Make Engagement the nerve center of your practice. Contact us today — we’ll get you there.

Customization:

 Learn the options to truly customize this solution to your particular needs

Engagement offers you many options that allow you to customize it for the way you work, including the ability to:

  • 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.

Make Engagement the nerve center of your practice. Contact us today — we’ll get you there.

Reports:

 Understand the reporting that this solution provides

Engagement equips you with the tools you need to create a variety of financial statements and reports, which let you:

  • Generate statements that are industry-specific and provide information for tax returns that can be formatted for detailed financial analysis.
  • Vary the formats of your statements to meet specific requirements, such as classified reporting.
  • Simplify return preparation through exports to ProSystem fx Tax.

Make Engagement the nerve center of your practice. Contact us today — we’ll get you there.

Compliance:

 Learn about how CCH products address always changing compliance regulations

Complying with the new AICPA Risk Assessment Standards could pose a considerable challenge to your firm. ProSystem fx Knowledge Coach works within Engagement to help you comply with the new standards through a Knowledge-Based Audit (KBA). This updated audit methodology emphasizes understanding your clients and their environment so you can accurately assess the risks of material misstatements.

U.S. GAAP Financial Statement Disclosure Examples contains a library of over 750 example financial statement footnote disclosures that can be inserted into any financial statement in an Engagement binder.

You'll no longer need to come up with your own wording for a footnote, or use a cumbersome copy and paste process. Instead, you can simply use the "CCH Footnote" command from the Engagement ribbon while within a Microsoft Word Financial Statement to pull up a library of example footnotes organized by area. Then you'll navigate to the footnote you want and insert it with the click of a button. Your client's name and period end dates will automatically pull in from the client/binder properties.

Make Engagement and its companion products the nerve center of your practice. Contact us today — we’ll get you there.

Web Product Demo:

 Learn first hand the power of CCH software solutions

Discover the benefits of implementing a single software to take care of all your trial balance, financial statement, 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 to 1½-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, financial statements 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 creating dynamic links to Microsoft Excel and Word documents and exporting information into your tax software 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 save hours with the roll forward of 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.

Integration

Add in seamless integration with ProSystem fx Knowledge Coach and Integrated Titles, Accounting Research Manager, IntelliConnect, and Financial Statement Disclosure Examples and you’ll become instantly equipped to handle strategic and tactical issues without interrupting your workflow.

World-Class Customer Support

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

View Schedule

...Or join us for a presentation on CCH’s entire integrated Accounting & Audit Suite

View Schedule

Training:

 Take a closer look at onsite, on-demand, online and other training options.

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

Support:

 Learn about our live support options and powerful self-help tools

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.

Reviews:

 Read product reviews provided by other customers