Manage all your engagements from start to finish with the #1 engagement solution in the market

Improve the efficiency of your engagements by as much as 40% with engagement accounting software. Providing a central hub for digital engagement management, Wolters Kluwer engagement software simplifies and automates the workflow from setup to sign off. Client collaboration tools save hours of time in obtaining PBC (Prepared by Client) documents. In the office or from the field, information from the trial balance updates across accounting working papers automatically to ensure accuracy and keep the team informed.

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AI-enabled, data-driven
Create time to focus on investigative work when you automate your engagements. For example, effortlessly incorporate analytics into the audit and improve your clients' experience with easy access to data.
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Improved efficiency
With a central hub for all of your engagements, you won’t get bogged down updating workpapers and repeating steps. Information flows effortlessly and automatically from trial balance through workpapers with speed and accuracy.
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Streamlined workflow
Monitor and control the progress of all of your engagements, from start to finish. Every step of the workflow- from setup to sign off and finalization- is designed to provide the big picture to the entire engagement team.
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Client collaboration
Engagement software empowers better client collaboration and direct data access, eliminating endless hours of follow-up with the client for needed documentation. A digital Engagement Binder organizes your work.

Audit & accounting solutions

  • CCH Axcess™ Engagement Pro

  • CCH Axcess™ Engagement Essentials

  • CCH Axcess™ Knowledge Coach PCR

  • CCH® ProSystem fx® Engagement

CCH Axcess™ Engagement Pro

Rely on CCH Axcess Engagement Pro to help you complete every engagement more efficiently and with greater confidence. Eliminate your frustrations with wasted time checking-in/out and syncing workpapers, repeating the same steps multiple times and applying time consuming updates. Your engagement workflow benefits from real-time team collaboration and tasks are simplified using client data. Our assisted account grouping alone can save as much as 1-hour on every trial balance. CCH Axcess Engagement Pro enables firms of all sizes to complete every job quicker in our secure, reliable, compliant cloud-platform.

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CCH Axcess™ Engagement Essentials

The industry’s first cloud-based trial balance software for business taxes, that integrates with CCH Axcess™ Tax. CCH Axcess Engagement Essentials also integrates with Xero™ and QuickBooks® Online for fast, easy upload of client data. With AI-enabled intelligent grouping and trial balance automapping, it automatically creates financials and lead sheets for you to review and adjust before sending balances to CCH Axcess Tax.

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CCH Axcess™ Knowledge Coach PCR

Complete streamlined preparation, compilation and review engagements in the cloud with CCH Axcess Knowledge Coach PCR. Maximize efficiency with the help of tailored practice aids, knowledge-based content, and a dynamic workflow engine that keeps information flowing. Robust diagnostics ensure completeness and contextual links take professionals directly to PCR standards and related content.

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CCH® ProSystem fx® Engagement

Improve efficiency with a digital workflow that streamlines every step and monitors the progress of engagements. CCH ProSystem fx Engagement accounting software provides a central hub for all of your audit and tax engagements and can improve engagement efficiency by as much as 40%. Easily manage workpapers, trial balances, and workflow and access files anytime, anywhere.

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CCH ProSystem fx Engagement
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TeamMate® Document Linker's automation accelerates productivity
TeamMate Document Linker eliminates the manual tying of samples to supporting evidence, saving hours on every audit. Using AI-enabled computer vision to extract information quickly and easily from documents into Excel can make preparations, compilations and tax returns quicker too. Learn more on TeamMate Document Linker.

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Audit & accounting resources

Audit Technology: Amazing Realizations
5 ways to increase your engagement workflow efficiency

In this white paper, Jeffrey Chandler of Borland Benefield, P.C. talks about best practices that are helping his firm unlock countless hours on their engagements, as well as how best to leverage technology to improve efficiency and quality in their workflows.

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Audit software for accountants

With a focus on risk assessment and documentation, our financial audit management software enables you to optimize audit execution, eliminate over/under auditing, and transform the value delivered to clients.

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Integrated audit approach

Wolters Kluwer’s Integrated Audit Approach combines audit technology tools with an award-winning, patented audit methodology to create a comprehensive, responsive and efficient end-to-end audit process.

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Knowledge-based audit methodology

The foundation of our audit workflow,
Wolters Kluwer’s Knowledge-Based Audit (KBA) framework brings together a risk-based approach with expert content anchored in the latest guidance and professional standards.

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