Document Management

Wolters Kluwer has introduced the Engagement Organizer, an automated client request list within CCH ProSystem fx Engagement. The organized provides a portal connection to enable auditors and clients to connection to review and complete templates and document.

The portal also provides the ability to distribution automatic reminders and notifications. The Organizer will be available with the August release of Engagement.

The company also debuted CCH Axcess Financial Prep, a cloud-based application offering for preparing tax balances for business tax returns. Users can upload client trial balance data into the application, which automatically groups the accounts and assigns the tax codes respectively. They can then make adjustments and send balances to the business tax return in Axcess Tax

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