1. Electronic Working Papers
CCH ProSystem fx Engagement
NSAA Information Technology Workshop and Conference
Grand Rapids, MI
October 3, 2014
Bruce C. Vaughan, CPA

2. Agenda CCH Engagement available modules System Requirements
Latest Version
Installation in Connecticut
Installation Tips
Significant Benefits of CCH Engagement
Helpful Tips and Lessons Learned

3. 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)

4. Engagement Server Requirements

5. Engagement Computer Requirements

6. 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

7. CCH ProSystem fx Engagement

8. 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

9. 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

10. 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

11. Synchronization - Local and Central File Room

12. Version Control

13. Interface with MS Office & Adobe
Microsoft Word 2010 – with Engagement Tab
Adobe Acrobat – with Engagement Tab

14. Binder Templates

15. Binder Templates

16. Audit Forms

17. Roll forward of Binders

18. Working Paper Review Notes

19. 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

20. Questions?
Contact Information:
Bruce Vaughan
Principal Auditor
Connecticut Auditors of Public Accounts
Current #: