Electronic Working Papers

CCH ProSystem fx Engagement

NSAA Information Technology Workshop and ConferenceGrand Rapids, MIOctober 3, 2014

Bruce C. Vaughan, CPA

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

Agenda

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

Engagement Server Requirements

Engagement Computer Requirements

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

CCH ProSystem fx Engagement

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

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

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

Questions?