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Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

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      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

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    3. CCH Engagement
    CCH Engagement

    CCH Engagement

    CCH Engagement is an electronic workpaper management tool versatile enough for any Australian firm.
    Secondary Navigation
    CCH Engagement
    • Audit
    • Tax & Accounting
    • System Requirements
    • Product Support
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    Contact
    Whether you do business tax returns, audits or both, Engagement can help your firm improve engagement efficiency. Combining three tools in one solution, CCH Engagement will serve as the central hub for all your engagements.
    Contact Us Today
    Workpaper Manager
    Workpaper Manager
    Organise and store any electronic document in binders, importing and exporting directly from Microsoft® Office applications.
    Trial Balance Manager
    Trial Balance Manager
    Flow data from the trial balance, automating financial statements and tax returns.
    Workflow Tool
    Workflow Tool
    Manage the progress of engagements from creation to sign-off.
    Audit
    Audit
    The complete content of the Australian Audit & Assurance Manual and Australian Superannuation Audit Manual are directly integrated with CCH Engagement. The audit content library consists of audit plans, checklists, letters, and calculators, which can be customised and tailored to meet the compliance needs of the engagement.
    CCH Knowledge Tools
    Existing users can download the latest Knowledge Tools Audit Content below.

    Audit

    CCH Engagement December 2022 Audit Content
    CCH Engagement December 2022 Audit Release Notes
    CCH Engagement June 2022 Audit Content
    CCH Engagement June 2022 Audit Release Notes
    CCH Engagement December 2021 Audit Content
    CCH Engagement December 2021 Audit Release Notes
    CCH Engagement 2021 Audit Content
    CCH Engagement 2021 Audit Release Notes
    CCH Engagement 2020 Audit Content
    CCH Engagement 2020 Audit Release Notes
    CCH Engagement December 2018 Audit Release Notes

    Audit and Superannuation

    CCH Engagement 2021 Audit Release Notes

    CCH Engagement 2020 Audit Release Notes

    CCH Engagement December 2018 Audit Release Notes
    Tax & Accounting

    Tax & Accounting

    The complete content of the Australian Accountants Toolkit, directly integrated with CCH Engagement. The Tax and Accounting content library consists of procedures, checklists, letters, and calculators, which can be customised and tailored to meet the compliance needs of the engagement.

    System Requirements

    Contact Us
    • Administrator Module

    • Workpaper Management Module, including Knowledge Coach

    • Terminal Services Client Module

    • Terminal Services Database Module

    • Note Regarding Adobe® Acrobat® 11, DC, and 2017

    Administrator Module

    System Requirements Recommended  Minimum
    Microprocessor
    • 64-bit multi-core processor

    32-bit:

    • Intel® Pentium® 4 Processor, 2 GHz

    64-bit:

    • Intel® Pentium® 4 processor, 3.2 GHz or any multi-core processor
    • AMD Athlon™ 64, Intel® Pentium® 4 with Intel® EM64T support
    Supported Operating System
    • Microsoft® Windows® 8.1, 32 and 64-bit
    • Microsoft® Windows® 10, 32 and 64-bit
    • Microsoft® Windows Server® 2012 R2
    • Microsoft® Windows Server® 2016
    • Microsoft® Windows® 7, SP1
    • Microsoft® Windows Server® 2012 (64-bit)

    Important!

    • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows Server® Foundation are not supported.
    • Installing Engagement on a server that is also a Domain Controller is not supported.
    • Installing Engagement on a server that is also the firm’s Exchange Server is not supported.
    • Linux® is supported for workpaper storage only.
    • Microsoft® Windows® 8.1 Pro and Enterprise Editions are supported.
    • Microsoft® Windows® 8 is not supported; we recommend upgrading to Windows® 8.1 or Windows® 10.
    • Microsoft® Windows® 7 is supported; however, Microsoft® ended mainstream support for this operating system on January 13, 2015. We recommend upgrading to Windows® 8.1 or Windows® 10 as soon as possible
    • All Microsoft® Windows® Home Editions are not supported.
     
    System Memory
    • 4 to 8 GB RAM
     

    32-bit:

    • 2 GB RAM

    64-bit:

    • 4 GB RAM

    Notes:

    • Additional memory improves performance and may be required to run additional applications
      simultaneously.
    • Memory consumption varies based on usage of Microsoft® SQL Server®
    Drive Space Administrator requires approximately 405 MB of drive space when installed with the CD image, 3.5 GB of drive Space in the Temp folder, and additional space required for data.
    Video Super VGA at 32-bit color quality with a resolution of 1024 x 768.

    Note:
    CCH ProSystem fx Engagement does not support large fonts.
    Network Environment  
    Microsoft® Client for Microsoft® Networks and Microsoft® TCP/IP.
    Other Software  
    SQL

    Microsoft® SQL Server® 2014, SP1

    • Microsoft® SQL Server® 2014 Standard Edition (32-bit and 64-bit)
    • Microsoft® SQL Server® 2014 Business Intelligence Edition (32-bit and 64-bit)
    • Microsoft® SQL Server® 2014 Enterprise Edition (32-bit and 64-bit)

    Microsoft® SQL Server® 2016, SP1

    • Microsoft® SQL Server® 2016 Standard Edition (64-bit)
    • Microsoft® SQL Server® 2016 Business Intelligence Edition (64-bit)
    • Microsoft® SQL Server® 2016 Enterprise Edition (64-bit)

    Microsoft® SQL Server® 2012, SP2

    • Microsoft® SQL Server® 2012 Standard Edition (32-bit and 64-bit)
    • Microsoft® SQL Server® 2012 Business Intelligence Edition (32-bit and 64-bit)
    • Microsoft® SQL Server® 2012 Enterprise Edition (32-bit and 64-bit)
     
     

    Notes:

    • If you need to set up SQL manually, see Appendix A: Installing SQL Server® 2012, Appendix B:
      • Installing SQL Server® 2014, or Appendix C: Installing SQL Server® 2016:
        64-bit editions of SQL Server®
      • Standard Editions of SQL Server®
      • Enterprise Editions of SQL Server®

    These sections describe how to set up SQL with Engagement manually.

    • Depending on usage, Standard, Business Intelligence, or Enterprise Edition of Microsoft® SQL Server® may be necessary.
     
    Data Access Components

    The following items are installed automatically with Engagement:

    • Microsoft® Jet Database Engine 4.0 with Service Pack 6
    • Microsoft® Soap Toolkit 3.0
    • MSXML 6.0, SP1
    • SQLXML 4.0, SP1
    • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.17
    • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.4148
    • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
    • SQL Native Client 2008 (x86 for 32-bit; x64 for 64-bit)

    The Following items are installed automatically with CCH ProSystem fx Engagement:

    • SQL 2016 CLR (x86 for both 32 and 64-bit), Admin only
    • SQL Server® 2016 Management Objects (SMO) (x86 for both 32-bit and 64-bit), Admin only

    Microsoft® .NET Framework 4.6.1 Full is required by Engagement.
    CCH ProSystem fx Engagement 2017 supports Adobe® Acrobat® Standard, Professional, and
    Reader®, versions 11, DC, and 2017. However, editing and Engagement functionality is only available with Adobe® Acrobat® Standard or Professional.

    Note: Adobe® Acrobat® versions 11, DC, and 2017 are supported, but Engagement workpapers must be opened with Protected Mode turned off. For further information please see Note Regarding Adobe® Acrobat® 11, DC, and 2017.

     
    Web Browser

    Microsoft® Internet Explorer® 10 or higher.
    Microsoft® Edge

    Email

    Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software
    to use network or Internet email

    Internal or External Installation Media Drive, if applicable

    Any internal or external Installation Media compatible drive, if applicable for reading the installation
    media.

     

    Workpaper Management Module, including Knowledge Coach

    System Requirements Recommended  Minimum
    Microprocessor
    • Multi-core processor 

    32-bit:

    • Intel® Pentium® 4 Processor, 2 GHz

    64-bit:

    • Intel® Pentium® 4 processor, 3.2 GHz or any multi-core processor
    • AMD Athlon™ 64, Intel® Pentium® 4 with Intel® EM 64T support
    Supported Operating System
    • Microsoft® Windows® 8.1, 32 and 64-bit
    • Microsoft® Windows® 10, 32 and 64-bit
    • Microsoft® Windows® 7, SP1 
    Notes:
    • Microsoft® Windows® 8.1 Pro and Enterprise Editions are supported.
    • Microsoft® Windows® 7 is supported; however, Microsoft® ended mainstream support for this operating system on January 13, 2015. We recommend upgrading to Windows® 8.1 or Windows® 10 as soon as possible.
    • Microsoft® Windows® 8 is not supported; we recommend upgrading to Windows® 8.1 or Windows® 10.
    • All Microsoft® Windows® Home Editions are not supported.
     
    System Memory
    • 32-bit: 2 GB RAM
    • 64-bit: 4 GB RAM 

    Notes

    • Additional memory improves performance and may be required to run additional applications simultaneously.
    • Memory consumption varies based on usage of Microsoft® SQL Server®. 
    Drive Space

    Workpaper Management requires requires approximately 621 MB or drive space, 3.5 GB of drive space in the
    Temp folder, and additional space required for data.

    Video

    Super VGA at 32-bit color quality with a resolution of 1024 x 768.

    Note: CCH
    ProSystem fx Engagement does not support large fonts.

    Other Software  
    Microsoft® Office
    • Microsoft® Office 2016, 32-bit and 64-bit
    • Microsoft® Office 365™, 32-bit and 64-bit

    Notes:

    • Only Professional editions of Microsoft® Office are certified
      to work with Engagement.
    • Microsoft® Office 365™ Online version is not supported.
    • Microsoft® Office 2013, SP1, 32-bit and 64-bit
     
    SQL
    • Microsoft® SQL Server® 2014 Express, SP
    • Microsoft® SQL Server® 2016 Express, SP1
    • Microsoft® SQL Server® 2012 Express, SP2

    Notes:
    See Appendix A: Installing SQL Server® 2012, Appendix B: Installing SQL Server® 2014, or Appendix
    C: Installing SQL Server® 2016

    • 64-bit editions of SQL Server®
    • Standard Editions of SQL Server®
    • Enterprise Editions of SQL Server®

    These sections describe how to set up SQL with Engagement manually.

     
    Data Access Components

    The following items are installed automatically with CCH ProSystem fx Engagement:

    • Microsoft® Jet Database Engine 4.0 with Service Pack 6
    • Microsoft® Soap Toolkit 3.0
    • MSXML 6.0, SP1
    • SQLXML 4.0, SP1 will be installed with Workpaper Management and Terminal Server Database
    • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.17
    • Microsoft® Visual C++® 2008 Redistributable x86 9.0.30729.4148
    • Microsoft® Visual C++® 2010 Redistributable x86 10.0.40219
    • SQL Native Client 2008 (x86 for 32-bit; x64 for 64-bit)

    Microsoft® .NET Framework 4.6.1 is required by Workpaper Management and Knowledge Coach.
    If Office 2013 or 2016 is installed, the following item is installed automatically:

    • Visual Studio® Tools for the Office System 4.0 Runtime
    • Visual Studio® Tools for Office (VSTO).

    CCH ProSystem fx Engagement 2017 supports Adobe® Acrobat® Standard, Professional, and Reader®, versions 11, DC, and 2017. However, editing and Engagement functionality is only available with Adobe® Acrobat® Standard or Professional.

    Note: Adobe® Acrobat® versions 11, DC, and 2017 are supported, but Engagement
    workpapers must be opened with Protected Mode turned off. For further information please see Note Regarding Adobe® Acrobat® 11, DC, and 2017. 

     
    Web Browser

    Microsoft® Internet Explorer® 10 or higher.
    Microsoft® Edge

    Email

    Microsoft® Mail, Microsoft® Exchange, Internet SMTP/POP3, or other MAPI compliant messaging software to use network or Internet e-mail

    None

    Other Hardware
     
    Internal or External Installation Media Drive, if applicable

    Any internal or external Installation Media compatible drive, if applicable for reading the installation
    media.

     

    Terminal Services Client Module

    System Requirements Recommended  Minimum
    Number of Peak Users

    Varies based on hardware; maximum is 20 users per server

    Processor

    64-bit multi-core processor

    Support Operating Systems
     
    • Microsoft® Windows Server® 2012 R2
    • Microsoft® Windows Server® 2016
    • Microsoft® Windows Server® 2012 (64-bit)

    Important!

    • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows® Server Foundationare not supported.
    • Installing Engagement on a server that is also a Domain Controller is not supported.
    • Installing Engagement on a server that is also the firm’s Exchange Server is not supported.
    • Linux® is supported for workpaper storage only.
     Microsoft® Office
    • Microsoft® Office 2016, 32-bit and 64-bit
    • Microsoft® Office 365™, 32-bit and 64-bit

    Notes:

    • Only Professional editions of Microsoft® Office are certified to work with Engagement.
    • Microsoft® Office 365™ Online version is not supported.
    • Microsoft® Office 2013, SP1, 32-bit and 64-bit
     
    Citrix®
    • Citrix® XenApp® 7.7
    • Citrix® XenApp® 7.12
    • Citrix® XenApp® 7.5
    • Citrix® XenApp® 7.6

    Terminal Services Database Module

    System Requirements Recommended  Minimum
    Processor
    • 64-bit multi-core processor  
    Support Operating Systems
    • Microsoft® Windows Server® 2012 R2
    • Microsoft® Windows Server® 2016
    • Microsoft® Windows Server® 2012 (64-bit)

    Important!

    • Microsoft® Small Business Server®, Windows Server® Essentials, and Windows® Server Foundationare not supported.
    • Installing Engagement on a server that is also a Domain Controller is not supported.
    • Installing Engagement on a server that is also the firm’s Exchange Server is not supported.
    • Linux® is supported for workpaper storage only.
    Memory

    4 GB RAM or more

    Note: Memory consumption varies based on usage. More memory may be necessary for
    improved performance.

    SQL
    • Microsoft® Windows Server® 2014, SP1 (Standard, Enterprise, or Business Intelligence)
    • Microsoft® SQL Server® 2016 SP1 (Standard or Enterprise) 
    • Microsoft® SQL Server® 2012 Express
    • Microsoft® SQL Server® 2012, SP2 (Standard or Enterprise) 

    CCH ProSystem fx Engagement 2017 supports Adobe® Acrobat® Standard, Professional, and Reader®, versions 11, DC, and 2017. However, editing and Engagement functionality is only available with Adobe® Acrobat® Standard or Professional. The “Protected Mode” must be turned off in Adobe® Acrobat® Standard or Professional to use Engagement functionality, such as: tickmark definitions, workpaper notes, and workpaper references, By default, “Protected Mode” is on. Engagement will detect this setting and prompt you to disable it.

    • If you select Yes, Protected Mode is turned off and the workpaper is opened with Engagement functionality in place.
    • If you select No, the workpaper opens in Protected Mode, and Engagement functionality is disabled.

    To manually set Adobe® Acrobat® Standard or Professional, versions 11, DC, and 2017, to always open with Protected Mode turned off, do the following:

    • Open Adobe® Acrobat®.
    • Select Edit > Preferences > General. (In Adobe® Acrobat® DC or 2017, select Edit > Preferences > Security (Enhanced)).
    • Uncheck the Enable Protected Mode at startup option.
    • Click OK.
    • Restart Adobe® Acrobat®.
    Let us help you find the right solution
    Send us your contact information and we'll gladly reach out.
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