Your engagement teams access files anytime, anywhere with this versatile tool that manages workpapers, trial balances, and workflow all from one central hub. Improve your efficiency by as much as 40% with the award-winning CCH ProSystem fx Engagement, and enjoy true end-to-end workflows when you fully integrate it with other CCH solutions. The power of this paperless workflow enables you to:
- Monitor and control the progress of audit and tax engagements, from start to finish.
Streamline every step, from setup to sign off and finalization, and then rollover what you need — creating future efficiency gains too.
Automate the dissemination of data, from trial balance to workpapers, ensuring accuracy and quality throughout every engagement.
Minimize the hours spent working with your client to get PBC (Prepared by Client) documents by downloading workpapers to the Engagement Binder using Engagement Organizer.
Engagement — the Go-To Solution for Audit Work and Business Tax Clients Too