What is Engagement Organizer?
Have your clients easily upload documents into a secure portal by the date required by the auditor using the Engagement Organizer feature of CCH® ProSystem fx® Engagement. You can even upload a template or document for your client to complete. Also easily facilitate a back and forth dialog back between you and your client 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.
Additional Customer Testimonials
“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 Engagement Organizer. Thanks for developing such a useful product.”
— Chad Hess, CPA, Senior Auditor, Abdo Eick & Meyers LLP
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 the client, when changes are made by you or your client, and even when requests are outstanding and the due date is approaching.
Purchase Options
Pricing tiers are available, based on your number of licensed CCH ProSystem fx Engagement users. There are two options:
- 1-19 licensed CCH ProSystem fx Engagement users = $1,200 per year for Engagement Organizer
- 20+ licensed CCH ProSystem fx Engagement users = $2,100 per year for Engagement Organizer
Digitize and Customize PBC Lists
