Manage all types of engagements with the #1 workpaper management and trial balance solution on the market that integrates with CCH® ProSystem fx® Tax and CCH Axcess™ Tax. With this award-winning product, you can improve your efficiency by as much as 40%, increase the quality of your tax and audit work, and enjoy additional integration with other CCH solutions as well.
- Increase productivity
- Mitigate risk
- Save time
Already a customer?
Resources for existing customers
Improve firm efficiency with the premier engagement tracking solution
Increase productivity
Fee pressures increase the need for importance for firms of all sizes to improve productivity. This centralized system enables firms to complete more work with the same or fewer resources. Monitor and control the progress of audit, tax, and advisory engagements, from start to finish.
Mitigate risk
Through streamlined processes and integrated software applications, the automation of this end-to-end accounting and audit workflow makes the compliance process quick and easy. Key insights, deliverables, and due dates no longer fall through the cracks.
Save time
Streamline every step, from setup to sign off and finalization, and then rollover what you need — saving time and creating future efficiency gains too. Engagement Organizer saves even more time by minimizing the hours spent working with your client to get PBC (Prepared by Client) documents.
Contact a solution consultant
Real customers going beyond with CCH ProSystem fx Engagement
-
Borland Benefield, P.C. creates highly efficient workflows with Wolters Kluwer solutions
CCH ProSystem fx Engagement is the Cadillac of the audit software market, in my viewpoint. We looked at other products out there and I’ll just tell you there’s really no comparison. In the finest firms I peer review — and I do probably 20 to 30 pretty large CPA firm peer reviews — the best of the best firms use Engagement. All of them. Period.
One of the best rewards of CCH ProSystem fx Engagement is showing it to clients. Clients love the paperless process. We present the system as an electronic filing cabinet and when they see we are sitting in their office with copies of seven years worth of their corporate and personal returns, along with the workpapers on how we made decisions from previous years, they are amazed. That is pretty priceless in its own regard
School of Audit offers unique programs
Recommended CPA firm resources
Check out these white papers and eBooks to discover how you too can benefit from audit tracking software
5 ways to improve audit reviews
Without effective planning and workpaper standardization, audit reviews can become overly complicated and frustrating. Learn why best practices are a necessity, not an option
5 ways to improve your engagement workflow efficiency
This white paper analyzes the ways to improve tax and audit workflow efficiency, how firms are unlocking thousands of hours on their engagements and how best to leverage technology to improve audit efficiency and quality.
Learn more about the resources we offer such as upcoming accounting & audit webinars, product demos, audit data analytics resources and more!
Latest accounting and audit news articles
-
ArticleTax & AccountingDecember 18, 2024
Embracing cloud solutions with ease
Let’s delve into the myth that firms lack resources, time and personnel to integrate and manage new technologies. -
ArticleTax & AccountingDecember 03, 2024
Upgrade your workflow: Today's modern tools for tomorrow's success
Believing long-serving systems are good enough is a myth that leads to missed opportunities and inefficiencies. -
ArticleTax & AccountingNovember 27, 2024
Next-generation audit technology: Advancements, applications and trends
This whitepaper explores the latest advancements in audit technology and their impact on the accounting industry. -
ArticleTax & AccountingNovember 26, 2024
SEC Chair Gensler to depart agency
The SEC announced that SEC Chair, Gary Gensler, will step down from the agency effective at 12:00 p.m. on January 20, 2025.
