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This bulletin provides important information relating to ProSystem fx Engagement version 6.1.2, including recommended upgrades, new features, installation notes, and issues resolved in previous versions.
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How to fill out ProSystem fx Engagement

01
Launch ProSystem fx Engagement on your computer.
02
Click on ‘Create New Engagement’ to start a new project.
03
Enter the engagement name and select the relevant client.
04
Set the engagement period and other relevant parameters.
05
Navigate to the engagement files and click on ‘Add File’ to upload necessary documents.
06
Complete the engagement planning document by detailing the audit objectives.
07
Assign workpapers to team members and set due dates.
08
Use checklists and templates provided to ensure all necessary steps are covered.
09
Review and save your engagement file regularly.
10
Finalize and submit the completed engagement according to your firm's guidelines.

Who needs ProSystem fx Engagement?

01
Accounting firms managing client audits.
02
Tax professionals preparing financial statements.
03
Businesses requiring compliance documentation.
04
Consultants delivering financial advisory services.
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ProSystem fx Engagement starts at $1,275 (less any applicable discounts).
Go to Administration > Lists > Clients. Click New Client. Note: If adding an engagement to an existing client, select the desired client and click Add Engagement.
CCH® ProSystem fx® Engagement. Drive quality and efficiency for all your firm's engagements with the leading audit working papers software solution on the market for the audit profession.
To create a binder package in Engagement or Workpaper Manager: Highlight the binder in the Local File Room. Go to Tools > Create Binder Package, or right-click on the binder and select Create Binder Package. Select the workpapers that would like to be included in the binder package.
Wolters Kluwer's CCH® ProSystem fx® Engagement is a leading audit management software. This electronic work paper management software was designed to work as a substantial assistant to accounting professionals and help them efficiently manage their audit and tax work.
Employee engagement software is a digital tool that helps organizations measure, analyze, and improve employee engagement, performance, and retention.

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ProSystem fx Engagement is a software solution designed for accounting professionals to manage and streamline the audit and engagement process. It provides tools for document management, collaboration, and organization of client files.
ProSystem fx Engagement is typically used by accounting firms and professionals who handle auditing, tax preparation, and financial reporting for their clients.
To fill out ProSystem fx Engagement, users must create an engagement file, import or enter necessary client data, utilize templates for documentation, and follow the steps outlined by the software for reviews and approvals.
The purpose of ProSystem fx Engagement is to enhance the efficiency and quality of the audit and engagement process by providing a structured platform for managing client information, documentation, and collaboration among teams.
Important information that must be reported on ProSystem fx Engagement includes client details, financial statements, supporting documents, audit findings, and any necessary disclosures relevant to the engagement.
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