What is Engagement Organizer?
Create customized “PBC” lists for your clients with Engagement Organizer. Your clients can now easily upload documents into a secure portal by the date required by the auditor. Further simplify by uploading a template or document for your client to complete. You can even easily facilitate a dialog back and forth for questions and notes.
What are the key benefits?
- Cloud Collaboration – quickly and easily request and share information with your customers.
- Document Request Tracking – track requested documents throughout the engagement.
- Automatic Notifications – get notified when the organizer is ready for client, when changes are made by you or your client and when requests are outstanding and the due date is approaching.
When can I get it?
A limited beta release will begin at the end of this year. If you are interested in participating, please fill out the form on this page. A full release will be available in 2018 for all customers who own CCH® ProSystem fx® Engagement and CCH® Client Axcess Portal.
Scroll down to take a look at screenshots of Engagement Organizer!
Engagement Organizer simplifies the process of requesting, receiving and tracking documents, and notes with your customers.
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