CCH ProSystem fx Engagement Organizer - 2019 Innovation Award Nominee

Put simply, the CCH ProSystem fx Engagement Organizer simplifies the process of requesting, receiving and tracking documents and notes between the firm and its clients. Released in November 2018, Engagement Organizer is a new solution that works within CCH ProSystem fx Engagement, which is a key component of the Wolters Kluwer Integrated Audit Approach and is recognized by firms for its:

Ease of use
Integrated program/checklists
Seamless integration with CCH ProSystem fx Suite and CCH Axcess Tax

With the addition of Engagement Organizer, firms can exponentially increase the collaboration and service experience offered to their clients. Historically, firms spent hours continuously requesting documents from clients and organizing them sporadically once received, all while tracking what’s still needed from the client for the audit. The Engagement Organizer provides accounting firms with a “client-service-differentiator” that helps them:

Improve client collaboration with all requests, notes and due dates logged in one place
Keep clients and auditors synched in real-time thanks to automatic reminders and notifications
Streamline data collection by offering flexibility to customize requests by client and invite multiple client staff to collaborate

Additionally, clients of the firm can now easily:

Upload documents into a secure portal by the date required by the auditor
Access templates and documents from the auditor that require completion
Participate in a dialog with their auditor for questions and notes

CCH ProSystem fx Engagement Organizer is the only integrated cloud-based request list available in the market that helps facilitate audits through seamless collaboration between firms and their clients

Learn more: http://news.cchgroup.com/tag/engagement-organizer/

Demo: https://support.cch.com/kb/solution.aspx/000064366

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See all of the winners, finalists and nominees in the 2019 Tax & Accounting Innovation Awards.