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ProSystem fx® Knowledge Coach


Are you managing your audits or are they managing you? If you’d like to take better control of your audit processes, then it’s time to take a look at ProSystem fx Knowledge Coach.

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Explore the features and facets of ProSystem fx® Knowledge Coach

The Basics:

 Learn more about how this product can help your business

Are you managing your audits or are they managing you? If you’d like to take better control of your audit processes, then it’s time to take a look at ProSystem fx Knowledge Coach.

An entirely new type of digital audit management, the award winning and peer reviewed Knowledge Coach is a planning tool, workpaper generator, audit workflow management application and risk overseer all rolled into one.

Knowledge Coach’s powerful interactivity helps auditors move quickly through the planning process, automatically linking risks to program steps, and flowing information through the workpapers on the fly. Knowledge Coach advises when more documentation is needed, alerts you when something has been missed, and manages reviews and sign-offs. It lets auditors get back to what they do best — the investigative work of auditing.

Put your knowledge-based audits under new management. Contact us today — we’ll get you there.

The Details:

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

Rather than spending time managing workpapers, checklists and administration, our Knowledge-Based Audit (KBA) software streamlines the process, which lets you focus on the investigative work of auditing. With Knowledge Coach, you can:

  • Enter data once and watch it flow across all workpapers, which ensures accuracy and efficiency. Any future changes also flow automatically.
  • Roll forward prior-year audits to save time.
  • Simplify compliance with the latest risk-based audit standards by using multiple levels of questions that dynamically identify and create tailored audit procedures.
  • Save answers to questions, custom program steps and risks as templates so they can be used for other clients and similar engagements.
  • Use drilldowns, links and answer guidance to see the details of all actions and recommendations.
  • Use a Tips pane to get contextual guidance based on what is selected in the workpaper.
  • Rely on extensive diagnostics to help identify missing steps, incomplete workpapers or unaddressed risks throughout the audit.
  • Click on Accounting Research Manager® hyperlinks for instant access to additional supporting information and research.
  • Identify and enter financial and assertion level risks from any workpaper and the system consolidates them into an engagement risk summary.
  • Since you access Knowledge Coach from within ProSystem fx Engagement, you use all of Engagement’s  workflow features including binder sharing and synchronization, sign-off references, reports and more.

 Put your knowledge-based audits under new management. Contact us today — we’ll get you there.

Integration:

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

Knowledge Coach depends on ProSystem fx  Knowledge Tools for its expert industry content and depends on Engagement’s functionality to manage the workflow and streamline the entire engagement process. Combined with other CCH products, the audit package is part of a total solution that simplifies 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 ProSystem fx® 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 ProSystem fx Tax, GoSystem® Tax and Lacerte.

Put your knowledge-based audits under new management. Contact us today — we’ll get you there.

Titles:

 See the list of knowledge-based audit titles available for Knowledge Coach

Knowledge Coach uses the industry-specific tailored audit guidance of our Knowledge-Based Audit Titles put into a format that enables the dynamic, interactive power of the Knowledge Coach application. If you are a current KBA Tools user, you are already licensed to use your content in Knowledge Coach.

For a complete, up-to-date list of available titles visit the Audit Titles page. Your sales representative will be able to provide information on any new titles scheduled for release, including those not yet available in the Knowledge Coach interactive format.

Put your knowledge-based audits under new management. Contact us today — we’ll get you there.

Press & Awards:

 

Web Product Demo:

 Learn first hand the power of CCH software solutions

Presentation Topics

An Accounting and Auditing Specialist will introduce this exciting product in an interactive, 1 to 1½-hour Web-based presentation that covers...

  • More Than A Workpaper Generator - The award winning and peer reviewed audit software is a planning tool, workpaper generator, audit workflow management application and risk overseer all rolled into one.
  • Audit Process - Learn how a tool with powerful interactivity can effectively build an audit plan focused on the risk-based standards, proceed though audit processes and reduce redundant and non-value added tasks which weigh down an audit and create inefficiencies.
  • Feedback - Built-In diagnostics advise when more documentation is needed, alerts you when something has been missed, provides feedback and suggestions and manages reviews and sign-offs.

ProSystem fx Knowledge Coach and Integrated Titles

Take better control of you audit processes with this entirely new type of audit management. Rather than spending time managing workpapers, checklists and administration, our Knowledge-Based Audit (KBA) software streamlines the process, which lets you focus on the investigative work of auditing.

ProSystem fx Engagement

The premier engagement software for managing client files, trial balance functionality with dynamic linking into Microsoft Excel and Word documents and built-in workflow tools for a paperless environment.

Accounting Research Manager

Instant access is available to U.S. and international authoritative and proposal stage literature with direct links to CCH interpretations, guidance and FASB codification standards in one place. Added translations of complex information into easy-to-understand language with interpretations clearly define the rules from your perspective. This provides you with all-inclusive and continually expanding information you can trust in a format you can use.

ProSystem fx ActiveData

This high speed and high performance tool can simplify your account and financial data analysis with more than 70 functions that let your staff effortlessly analyze data, perform complex calculations, and manage Microsoft Excel workbooks and files within an application they already use.

CCH Learning and Development Academy - School of Audit

Investing in top talent through relevant training is essential to the growth and prosperity of any business. Every professional staff member from a new hire to the most experienced associates will benefit from an all-inclusive hands-on curriculum which brings together three essential types of training — technical accounting, software tools, and professional skills.

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

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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.

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