Discover the product that is saving firms up to 40% on each of their engagements after the first year of implementation. ProSystem fx® Engagement allows your firm to maximize efficiency by moving toward a true paperless office.
The software streamlines your processes at all stages of an engagement, with integrated workflow features for project tracking, reporting, review and sign-off, and archiving.
- Efficient Collaboration
Improve teamwork by sharing every document simultaneously. Check out only the workpapers you need, synchronize your work from any location, and email an entire binder with one click.
- Flexible Security Features
Maintain control over who has access to your most sensitive client information. Obtain secure online sign-offs, and lock down workpapers as required.
- Time-Saving Automation
Save time and money by automating time-consuming tasks. Roll forward an entire engagement with a single mouse click and start first-year engagements with customized binder templates.
- Innovative Integration
Link financial data between ProSystem fx Tax and Engagement, so updates are made simultaneously in both programs. Leverage your investment in Microsoft® Office with workpapers based on software you already know. |
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Interactive Brochure
Explore the ProSystem fx Suite interactive brochure
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A powerful set of accounting and audit solutions at your command
ProSystem fx Engagment is part of an integrated set of solutions that, when used in tandem, takes audit efficiency and effectiveness to the next level.
Visit CCHGroup.com/AAsolutions for the complete story.
Automate Time-Consuming Tasks and Enjoy Flexible Security Features
The #1 software of its kind in the industry, ProSystem fx Engagement allows you to increase your billable hours as a result of the time savings you’ll gain from using the product, yet you'll experience new flexibiltiy while maintaining optimum security. With ProSystem fx Engagement you will::
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Automate first-year engagements with customized binder templates.
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Roll forward an entire engagement with a single mouse click.
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Reduce costs associated with creating and storing paper documents.
- Gain instant access to your client files from any location at any time, helping increase your efficiency and improve your customer service.
- Enjoy the security of having a computer backup of all your files that is free from the perils of fire or water damage.
- Enable the risk mitigation you need for document storage and retention, helping you follow Sarbanes-Oxley and other regulatory compliance rules.
Efficient Collaboration has Never Been Easier
ProSystem fx Engagement improves teamwork, allowing you to share every document simultaneously. With Engagement’s collaboration tools, you can:
- Allow multiple staff members to work on an engagement at once by checking out only the workpapers you need.
- Be confident you’re looking at the most current version of every document by synchronizing work from any location.
- Email an entire binder with one click, or collaborate with customers using ProSystem fx® Portal.
- Use ProSystem fx® Knowledge Coach to plan and manage even your most complex audits
The Latest Innovations in Paperless Integration
You keep hearing about the benefits of a digital office. ProSystem fx Engagement delivers a paperless tax and/or audit engagement workflow, so your firm will enjoy the convenience of instantly accessible workpapers. Engagement lets you:
- Store and access all of your engagement binders in an intuitive Windows® Explorer-style file room.
- Save time by scanning documents directly into the correct engagement binder.
- Automatically create PDF files from any application, and seamlessly store them in paperless binders.
- Send files back and forth between ProSystem fx® Document, and share Engagement workpaper files with customers using ProSystem fx Portal.
- Reduce paper needs by planning and managing audit engagements within Engagement using ProSystem fx Knowledge Coach.
Maximize your ROI on Engagement through Training
Electronic workpaper management is a new concept for many accountants and requires proper planning and training, so be sure to take advantage of CCH’s vast experience in guiding firms through the benefits of ProSystem fx Engagement. CCH consultants can help maximize your return on Engagement by sharing best practices and other information. For more information, visit CCHGroup.com/Training.
The CCH Training & Consulting Team will take your use of ProSystem fx products to a new level. Our team will assist you in incorporating Engagement into your daily workflow, along with working closely with you to show you best practices for using Engagement to build important relationships with your customers. Our Engagement consultants -- boasting years of industry experience -- will relate well with your staff and answer all of their questions. |
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You can customize Engagement for the way you work. The program allows you to:
- Customize staff groups to represent the different levels and roles of staff members, and control who has “write” or “view only” access.
- Share and communicate staff information, licensing, and binders in a multi-office environment, with or without a wide-area network, using Office Servers.
- Grant access to engagement binders by individuals or by binder teams – or simply choose to assign all staff to all binders.
- Filter clients by group, using different methods.
- Share firm tips and policies using customizable Tips of the Day.
- Automatically update users with changes to staff and security rights as they log in to the program.
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Engagements require you to create financial statements that meet a variety of needs. ProSystem fx Engagement allows you to:
- Generate statements that are industry-specific, can provide information for tax returns, and can be formatted for detailed financial analysis.
- Vary the formats of your statements to meet specific requirements, such as providing classified reporting.
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The following are just a few of the benefits you’ll experience from Engagement’s integration with other applications:
- Save engagement-related emails using new Microsoft® Outlook integration.
- Incorporate your Word® and Excel® workpapers and financial statements into electronic binders and automate them with links to client, engagement, and trial balance data.
Take advantage of the only trial balance system built from the ground up on Microsoft® Word and Excel, allowing you to paste or insert links using ranges of cells, rather than inserting each cell individually into the link formula.
- Fully integrated with Engagement, ProSystem fx Knowledge Coach guides you through your entire audit from planning to completion, driving dramatic improvements in efficiency, accuracy and compliance.
- Simplify tax return preparation by linking financial data between ProSystem fx® Tax products and Engagement, so trial balance updates are reflected automatically in the tax program
- Import data from popular trial balance packages such as ProSystem fx Trial Balance, GoSystem Audit, and ATB; automatically update every time you post a journal entry; export to popular tax packages such as ProSystem fx Tax, GoSystem Tax, and Lacerte; and efficiently post transactional entries.
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Complying with the new AICPA Risk Assessment Standards could pose a considerable challenge to your firm. ProSystem fx Knowledge Coach works within ProSystem fx Engagement and helps you comply with the new standards accurately and efficiently. In addition, ProSystem fx Knowledge Tools provide industry-specific practice aids and tools that support the new audit process and help your firm achieve optimal results.
With these additional audit tools you can:
- Support the flow of information among the engagement team throughout the audit.
- Enable linkages and tailored procedures with flexible, easy-to-use tools.
- Ensure consistency and standardization across all published documents.
The Knowledge-Based Audit
ProSystem fx Knowledge Coach ensures compliance effectiveness through a Knowledge-Based Audit (KBA). This updated audit methodology emphasizes understanding your client and its environment so you can accurately assess the risks of material misstatements. The KBA method focuses on information flow rather than document flow, enhancing communication between engagement team members and allowing for ongoing evaluation of procedures.
The KBA methodology utilizes a set of integrated procedures, from pre-engagement all the way through evaluating, concluding and reporting. The results of one set of procedures become input for another. These linkages provide evidence you might use to modify the nature, timing, or extent of other planned audit procedures. With all of the information at your fingertips, you’ll be able to make informed risk assessments using your own professional judgment and expertise.
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