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