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.

Krista Endsley, who headed Sage’s former nonprofit software business and later Abila, has become president of Cantata Health. Based in Hauppauge, N.Y. Cantata  also hired Jonathan Isaacs as CEO at the same time Endsley joined.

Thomson Reuters has issued a Checkpoint Tax Cuts and Jobs Act Toolkit. The Toolkit incorporates resources which include a Checkpoint special report, Practice Aids, tax law summaries, checklists and client letters.