What is Engagement Organizer?

Your clients can now easily upload documents into a secure portal by the date required by the auditor. Further simplify by uploading a template or document for your client to complete. You can even easily facilitate a dialog back and forth for questions and notes. Hear from Kevin Krueger, CPA how Engagement Organizer simplifies the process of requesting, receiving and tracking documents, and notes with customers.

I am extremely impressed with the Engagement Organizer. I have found it to be a valuable tool and we believe it has enhanced our efficiency.” 

— William Matheney, Partner, Matheney Stees & Associates

We really like the concept of Engagement Organizer. Our firm has had a need for something of this sort for a long time. So, thank you. I like the product. Keep up the good creative work.” 

— Steven Rawlins, Managing Partner, Masters Smith & Wisby

I really like the new Engagement Organizer. Thanks for developing such a useful product.” 

— Chad Hess, CPA, Senior Auditor, Abdo Eick & Meyers LLP

What are the key benefits?

  • Cloud Collaboration – quickly and easily request and share information with your customers.
  • Document Request Tracking – track requested documents throughout the engagement.
  • Automatic Notifications – get notified when the organizer is ready for client, when changes are made by you or your client and when requests are outstanding and the due date is approaching.

When can I get it?

The full release will be available later in 2018 for all customers who own CCH® ProSystem fx® Engagement and CCH® Client Axcess Portal.

Engagement Organizer simplifies the process of requesting, receiving and tracking documents, and notes with your customers.

 

Engagement Organizer

Engagement Organizer

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