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

3. 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) CCH ProSystem – Available Modules

4. Engagement Server Requirements

5. Engagement Computer Requirements

6. CCH ProSystem fx Engagement 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 Latest Version

7. 7 CCH ProSystem fx Engagement

8. Installation in Connecticut 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 Hardware, Software and VPN

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

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. Contact Information: Bruce Vaughan Principal Auditor Connecticut Auditors of Public Accounts bruce.vaughan@cga.ct.gov Current #: 860-622-2985 Questions?