CCH ProSystem fx Engagement is your trusted partner for on-premise engagement management software. With powerful tools designed for accuracy and efficiency, this solution helps firms manage audit workpapers, streamline trial balance processes, and improve overall engagement outcomes.
- Simplify audit workflows
- Enhance team collaboration
- Improve engagement accuracy
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Boost firm efficiency with the leading engagement solution
Simplify audit workflows
Transform how you manage workpapers with intuitive tools that streamline organization and improve consistency. Save time by customizing templates to match your firm’s unique processes, allowing for faster and more efficient audit, tax and advisory engagements.
Enhance team collaboration
Securely centralize all your engagement data to eliminate version conflicts and improve accessibility for your entire team. With tools designed for seamless teamwork, multiple users can work concurrently without compromising data integrity. For example, Engagement Organizer saves your team and your clients time by minimizing the hours spent working to get PBC (Prepared by Client) documents.
Improve engagement accuracy
Eliminate manual errors with features that automatically link trial balances to lead sheets and financial statements. This ensures accuracy, saves time, and delivers precise reporting that meets both client and regulatory expectations.
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What customers are saying about CCH ProSystem fx Engagement
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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
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