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Electronic Working Papers CCH ProSystem fx Engagement NSAA Information Technology Workshop and Conference Grand Rapids, MI October 3, 2014 Bruce C. Vaughan, CPA Agenda • • • • • • • CCH Engagement available modules System Requirements Latest Version Installation in Connecticut Installation Tips Significant Benefits of CCH Engagement Helpful Tips and Lessons Learned 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) Engagement Server Requirements Engagement Computer Requirements 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 CCH ProSystem fx Engagement 7 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 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 Questions? Contact Information: Bruce Vaughan Principal Auditor Connecticut Auditors of Public Accounts [email protected] Current #: 860-622-2985