Saniza & Co improves efficiency and accuracy in audit delivery with CCH ProSystem fx Engagement

Key challenges faced by the firm

Saniza & Co were facing a number of challenges that prompted the firm to seek a more efficient solution.

Poor Document Management
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• Client documents were scattered across emails, local drives, and paper files, leading to significant inefficiencies.
• This disorganisation made it difficult to locate important documents, resulting in slower client service and increased risk of errors due to missing or incomplete information.

Inefficient Workflow Management
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• Lack of clear processes led to messy and disorganised handling of client tasks.
• This caused confusion, missed deadlines, and delays, as team members lacked a clear view of responsibilities.
• Work duplication or oversight slowed down overall productivity.

Lack of Real-time Visibility and Reporting
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• Firm Leaders struggled to obtain real-time data on client engagement, project status, or financial performance.
• Limited visibility into client profitability and project progress hindered informed business decisions and strategic planning.

The benefits of CCH ProSystem fx Engagement

For Saniza & Co, Nurrita sumarises the key benefits of the software as follows:

• Simplified organisation and storage of engagement documents, enabling quick access and effective collaboration.
• Allows teams to work more efficiently by providing features for task assignments, monitoring progress, and securely sharing documents.
• Reduces the chance of errors with integrated data tools and templates, resulting in consistent and accurate financial reporting.
• Enables firms to customise processes according to their specific requirements and preferences, enhancing flexibility in engagement management.

Return on investment

The software has delivered tangible return on investment (ROI) for the firm as well.

“Our efficiency has significantly increased since we invested in CCH ProSystem fx Engagement; duties have been automated, and audit time has decreased by 30%,” Nurrita explains.

“Compared to Excel, the program has improved data security, boosted accuracy by decreasing errors with defined templates, and improved collaboration through centralised data administration.

Change management

Support from the CCH Team has also been valued by the Saniza & Co team.

“The onboarding process with Wolters Kluwer was smooth and well-supported. Their team provided clear training, making the transition from Excel to CCH ProSystem fx Engagement easy. Any issues were quickly resolved, and we were able to implement the software without major disruptions,” said Nurrita

“In my opinion, the support provided by the CCH staff is excellent. They are very helpful in resolving issues that I can't solve on my own, and the staff members are always friendly.

“Overall, I highly recommend this software to other firms, as it is extremely helpful for carrying out the auditing process.”