Enhancements tailored to your needs
Our most recent release – in August 2023 – directly responded to customer feedback, addressing your specific needs to create a more productive tax prep workflow. Here are some of the key enhancements you can look forward to:
Financial summary report.
This highly requested feature allows you to view all account groupings and their underlying amounts in a single report. Adjusting journal entries and reclass journal entries are displayed in separate columns, ensuring even greater accuracy in your financial reporting.
Editing unadjusted balances.
No more re-uploading the entire trial balance when a change is needed. Now, you can edit the unadjusted balance of a single account on the trial balance, saving you time and effort.
Workpaper collaboration.
Keep your entire engagement team informed by adding workpaper notes. If desired, these notes can even be rolled forward to the next year, ensuring continuity and collaboration across engagements.
Workpaper sign-off.
Multiple reviewers can now sign off on workpapers, creating documentation that ensures accuracy and completeness. It serves as a visual cue that no additional work is needed in a specific area.
Roll forward with workpapers.
Save time in subsequent years by quickly starting the new engagement from where the previous year's engagement stopped. No more uploading workpapers from scratch.
Dynamic trial balance links.
Creating custom financials is now easier with trial balance links used on Excel and Word documents. These dynamic links will automatically update whenever an amount in the trial balance changes.
Drill down to trial balance accounts.
In CCH Axcess Engagement Essentials, you can drill down to the accounts that make up the dollar amounts calculated in a TB link formula in Microsoft® Excel® and Microsoft® Word workpapers. This feature helps you ensure the correct accounts are summed together.
Insert date and name functions.
Streamline your workpapers by inserting date functions into your Microsoft® Excel® and Microsoft® Word workpapers using the Axcess Engagement ribbon. These functions automatically update, reducing manual data entry.
Roll forward workpapers and notes.
Choose to roll forward both workpapers and workpaper notes, improving efficiency and maintaining continuity across engagements.
Copy engagement with workpapers and notes.
Easily copy an engagement along with its workpapers, workpaper notes, and sign-offs for a seamless transition to new projects.
A solution you need to see
CCH Axcess Engagement Essentials has evolved to meet the demands of accounting firms of all sizes. These enhancements will help your firm create a more efficient and effective business tax prep workflow, creating the capacity that your firm needs to grow and achieve its strategic goals.
Don't just take our word for it—experience the power of CCH Axcess Engagement Essentials for yourself! Schedule a demo today to see how these enhancements can transform your workflow.
