Electronic Working Papers
CCH ProSystem fx Engagement
NSAA Information Technology Workshop and Conference
Grand Rapids, MI
October 3, 2014
Bruce C. Vaughan, CPA
Agenda
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CCH Engagement available modules
System Requirements
Latest Version
Installation in Connecticut
Installation Tips
Significant Benefits of CCH Engagement
Helpful Tips and Lessons Learned
CCH ProSystem – Available Modules
ProSystem fx Suite
• Tax
• Fixed Assets
• Planning
• Scan
• Practice Management
• Document (foundation)
• Document (on premise)
• Knowledge Coach
• Trial Balance
• Engagement – (Only Module used in CT)
Engagement Server Requirements
Engagement Computer Requirements
CCH ProSystem fx Engagement
Latest Version
In Connecticut we are currently using Engagement Version 7.0
Latest version for Engagement is 7.1
• Version 7.1 offers some Performance Enhancements (Ability to restart
synchronization, improved speed, improved interface with Office 2013.)
• Version 7.1 Supports:
• Microsoft Windows 8.1
• Microsoft Windows Server 2012 R2
• Internet Explorer 11
• Virtual Desktop Infrastructure (VDI)
• Technologies no longer supported:
• Microsoft Office 2003
• Microsoft Windows XP
• Internet Explorer 7
CCH ProSystem fx Engagement
7
Installation in Connecticut
Hardware, Software and VPN
• Central Server - IBM Server and offsite backup
• SQL Server 2012
• Field Equipment • Dell Optiplex 990, i5 Intel Processor, 8GB Ram, 20” LCD
• Dell Vostro 17” Notebooks, i5 Intel Processor, 6GB Ram
• Additional equipment • Additional 23” NEC LCD
• Visioneer Strobe 500 Portable Scanner
• Microsoft Office 2010
• Adobe Acrobat X Standard Version
• VPN – Contracted with Connecticut IT Department
Installation Tips
• Software Installation – Standard install for new
versions and distribute executable files for system
updates.
• Upgrade Testing – Create a test server and client
computer for testing all new software versions
and updates.
• CCH System Update Documentation
• CCH Support
Significant Benefits of the Software
• Synchronization of the working papers
• VPN
• Binder Package
• Microsoft Outlook
• Working paper version control and approvals
• Interface with Microsoft Office and Adobe Acrobat
• Binder Templates
• Audit Forms
• Roll forward of Binders
• Working Paper Review Notes
Synchronization - Local and Central File Room
Version Control
Interface with MS Office & Adobe
Microsoft Word 2010 – with Engagement Tab
Adobe Acrobat – with Engagement Tab
Binder Templates
Binder Templates
Audit Forms
Roll forward of Binders
Working Paper Review Notes
Helpful Hints and Lessons Learned
• Evaluate Current Workflow
• Create a Custom User Manual
• Created Binder Templates - Financial, SWSA,
Higher Education, etc.
• Roll Forward Binders – (Good and Bad)
• Working on Multiple Computers
Questions?
Contact Information:
Bruce Vaughan
Principal Auditor
Connecticut Auditors of Public Accounts
bruce.vaughan@cga.ct.gov
Current #: 860-622-2985