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.
“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?
Available since Fall 2018, Engagement Organizer is a feature within CCH® ProSystem fx® Engagement.
Engagement Organizer simplifies the process of requesting, receiving and tracking documents, and notes with your customers.