Wolters Kluwer enhances its CCH® ProSystem fx® Engagement solution with new Engagement Organizer features
Summary
With new Engagement Organizer capabilities, clients can now easily upload documents into a secure portal by the date required by their auditor. Firms can upload templates or documents their clients need to complete and take advantage of tools that facilitate the back-and-forth dialogue for questions and notes. “Our goal was to provide auditors with a simpler process for requesting, receiving, and tracking documents and notes with their audit clients. This unique approach facilitates their ability to make informed decisions by ensuring that the audit is tailored for each client, always having a link to the assessed risk and the work performed. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.
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