Wolters Kluwer
Paperless Engagement Management
Streamline every step from setup to sign off and finalization!
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Recommended by more customers than any other solution on the market, CCH® ProSystem fx® Engagement puts the power of paperless engagements in your hands. Obtain instant access to paperless audit and tax client binders; promptly prepare financial statements and trial balance reports; and manage ALL workpapers and lead sheets with no concern of conflicting copies.

There's a reason CCH ProSystem fx Engagement is the #1 solution of its kind — it's versatile enough for any firm. Whether you do business tax returns, audits or both, Engagement can help your firm improve engagement efficiency by as much as 40%. Combining three tools in one solution, CCH ProSystem fx Engagement will serve as the central hub for all your engagements!

  1. Workpaper Manager
  2. Organize and store any electronic document in binders, importing and exporting directly from Microsoft® Office applications
  3. Trial Balance Manager
  4. Flow data from the trial balance, automating financial statements and tax returns
  5. Workflow Tool
  6. Manage the progress of engagements from creation to sign-off

“In our firm, CCH ProSystem fx Engagement is the key cornerstone tool... Engagement is much more than just a paperless solution. Its value comes through driving automation and efficiency.”

Garrett Wagner, CPA, CITP
Thaney & Associates CPAs PC

Let us help you bring paperless engagements to your firm! Fill out the form on this page and your dedication Solutions Consultant will be in touch with you soon.

To see fact sheets, case studies and white papers about CCH ProSystem fx Engagement click here.

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