Wolters Kluwer
Engagement Organizer

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!
Yes, I’d like to participate in the beta release of Engagement Organizer.

Engagement Organizer simplifies the process of requesting, receiving and tracking documents, and notes with your customers.

Engagement Organizer



Engagement Organizer

Integration, Related Solutions and Resources

TeamMate Analytics, a well-known brand in the corporate market, offers more than 150 tools specifically designed to meet the analytic needs of CPA firm auditors and accountants. Users range from sole practitioners to Big 4 accounting firms in more than 70 countries worldwide, with departments that have one auditor to departments with more than 100.

The industry's most advanced audit system, the Integrated Audit Approach puts audits back in the hands of the auditor. 

Experience a whole new world with CCH Audit Accelerator, and gain 40-48 hours per engagement.

CCH ProSystem fx Engagement — K2 quality award for audit technology — organizes your tax documents and automatically generate tax returns!

Take control of your audit process with this award-winning planning tool and audit workflow management tool that includes dynamic workpapers tailored for your client.

CCH ProSystem fx Engagement integrates with Wolters Kluwer's powerful research solutions — answers to your questions are never more than a few clicks away!