CCH Accountants’ Suite®
Experience the latest innovations in paperless
CCH Practice Driver®
CCH Profit Driver® engagements and workflow integration.
CCH Site Builder®
ProSystem fx Tax®
CCH Engagement® is a powerful trial balance and engagement workflow tool that not only
allows you to automate financial statements, work papers, and tax return preparation, but
also provides the tools to manage and perform your engagements in a completely paperless
environment. ProSystem fx Engagement®, the U.S. version of the CCH Engagement, was
named as one of the “Top 100 Software Products” for 2006 by Accounting Today, CCH
Engagement leverages Microsoft Word® and Excel® to provide unprecedented efficiency
and integration in the move towards true paperless engagements. It maximizes your staff
efficiency by facilitating collaboration among professionals working out of multiple office
This document is the US ProSystem fx Engagement brochure. The Canadian version of the
brochure will be available soon. Meanwhile, please call 1-866-426-6216 or your local
CCH Account Manager to register for a FREE product demo.
T h e P ro S y s t e m f x ® O ff i c e > P ro S y s t e m f x ® E n g a g e m e n t
Experience the latest innovations in paperless
Site Builder engagements and workflow integration.
ProSystem fx® Engagement lets your firm move towards true
paperless engagements and offers powerful workflow tools that
allow you to:
> Enjoy the convenience of instantly accessible workpapers!
Share every document simultaneously and avoid paper binders,
synchronize work from any location with the Central File
Room and powerful Synchronization Queue, ensure total file
integrity, and e-mail an entire binder with one click.
> Let an expert lead you step-by-step through your next
engagement! Industry-standard practice aids and checklists
deliver real-world strategies, cost-saving ideas, client letters,
spreadsheets, and reports.
> Store tax, assurance and consulting engagement binders in an
intuitive Windows® Explorer-style file room.
> Scan documents directly to the binder using enhanced
> Automatically create PDF files from any application and
seamlessly store them in the binder.
> Efficiently review engagements with dual monitors, allowing
you to look at workpapers side by side.
> Automate first year engagements with customized
> Securely manage every document from inside the program.
> View list of staff members assigned to each document.
> Create, respond to, and clear multiple types of notes.
> Obtain secure online sign-offs by preparer and reviewer, and
lock documents after final review.
> Wrap up the engagement easily using the Finalize
> Roll forward an entire engagement with a single mouse click.
ProSystem fx Engagement allows you to produce binders that are the electronic
equivalent of your paper files. > Make implementation easy using our expert Engagement
consultants. Our comprehensive training and consulting
options will have you up and running in no time.
> > > >
STREAMLINE YOUR ENGAGEMENT WORKFLOW
Today’s accounting industry is in a constant state of change, and firms are being asked to deliver more, work more efficiently, and
stand up to a higher level of accountability than ever before. To meet these demands, ProSystem fx Engagement provides the highest
level of security, maintains data integrity regardless of the amount of work moving through an engagement, and helps you comply with
ever-changing industry regulations.
> Up-to-date research
> One-time staff set-up with Active Directory is only a click away
> Miller Engagement templates in Word and Excel > Import, export,
> Roll forward data for annual e-mail and store
> Flexible staff assignment and control features documents as
and interim periods
> Maintain staff assignments and
bring forward applicable > Robust trial balance
financial data to the new year system built on
Word and Excel
> Lock down Roll Engagement
calculations Forward Process
> Assign binder
Data Integrity Review
> Share information and
from any location
> Current Editor feature
ensures data integrity
> E-mail binders with
> Simplify tax return
preparation > Create multiple financial
statements for each
> Provide superior engagement
> Produce statements that are
industry-specific and provide
data for tax returns
ENGAGEMENT WORKFLOW SOLUTIONS
NEW ENGAGEMENTS MANAGEMENT TOOLS
New staff members are set up via Active Directory, reducing ProSystem fx Engagement allows management to track the
the need for duplicate data entry. Templates in Word and Excel status of an engagement with the integration into the Practice
in the Miller Engagement series are provided for everything you Project Management feature. This function in ProSystem fx®
need for an engagement, so your entire engagement is set up Practice allows a project to be tracked with budget vs. actual
with a few clicks and all workpapers are instantly available. information, task assignments, and other administrative features.
The flexible administration module allows you to add teams to Within Engagement, flow of an engagement can be monitored
binders, saving you valuable time by eliminating the need to throughout the process with features such as the Notes
add individual staff members to each engagement. One-time Summary View, the Sign-off View, and the Current Editor View.
creation of security levels are individualized for each staff In addition, at-a-glance status updates are instantly available
member, making it easy to maintain data integrity throughout with diagnostic pages like the Trial Balance Snapshot, the
the process. Binder Snapshot, and Engagement Today.
EXISTING ENGAGEMENTS REPORTING
The powerful roll forward simplifies your work on existing Multiple financial statements can be created for any
engagements. Roll forward data from year to year, bringing engagement, meeting the variety of needs for that data.
forward only the information related to the current year. These statements can be industry-specific, provide information
Previously assigned staff continue to be tracked in the for tax returns, or be formatted for detailed financial analysis.
following year and pertinent financial statement data will also In addition, the formats can vary to meet the specific
roll forward. Everything is ready for you to start work in the requirements, such as providing classified reporting. All of
current year. these statements can be exported to other applications using
the powerful Dynalink/Quiklink functionality, making it easy to
PA P E R L E S S W O R K F L O W provide additional services to your clients. Exports to
ProSystem fx® Tax simplify return preparation, and exports to
Integration with the ProSystem fx Office provides an
ProSystem fx® Profit Driver give you the most detailed financial
end-to-end solution on the way you work every day,
because work you've already done is imported directly into
Engagement or extracted to another application. PDF files from
any application are scanned directly to Engagement, eliminating FINALIZING THE ENGAGEMENT
paper storage. Data from ProSystem fx® Write-Up can be Once the engagement is completed, finalization and archiving
imported to Engagement in either interim periods or annually, is accomplished in a few clicks. Server space is maximized, and
eliminating the need to redo work that already exists. calculations are locked down and secure, providing assurance
Additionally, Engagement allows you to import trial balances that all of your work is safe and data integrity is maintained.
from other sources, allowing you the flexibility to use
applications that already work for your firm. DOCUMENT MANAGEMENT
To mitigate risk, the archived binder can then be stored in
SECURITY ProSystem fx® Document. Assigned retention periods and
Engagement’s synchronization process and Current Editor indexing ensure that the binder does not get misplaced. Once
feature provide the security and data integrity management you that retention period is reached, document destruction can
need. Since you assign staff members with specific permission safely take place to ensure proper regulations compliance.
levels, data cannot be overlaid inadvertently, saving you from
lost time and needless costs.
Teamwork and collaboration intensify with the use of
ProSystem fx Engagement. The ability to check out only the
workpapers you need from within a binder allows multiple
staff members to work on an engagement simultaneously.
Synchronizing to the central file room, along with expanded
binder package functionality, allows those workpapers to be
available to other team members when needed.
E N G A G E M E N T I N T E G R AT I O N
At CCH, we understand the challenges to your workflow. The trend toward dynamic, fully comprehensive software integration continues
as we continually seek new ways to further streamline your processes and help you work smarter.
ProSystem fx Engagement allows you the flexibility to continue using
processes that work for you, while giving you a powerful tool to replace
processes that don’t – all of this while offering the most efficient workflow
tools, an integrated suite that provides an end-to-end solution, and
dramatically reduced start-up and training costs.
ENGAGEMENT WORKFLOW SOLUTIONS
M I C R O S O F T ® O F F I C E I N T E G R AT I O N I N D U S T R Y- S TA N D A R D P R A C T I C E A I D S
From the moment you begin to set up a new client in & CHECKLISTS
Engagement, you maximize tools you already have by ProSystem fx Engagement allows you to integrate content from
leveraging your investment in Microsoft Office software. the Miller Series into your electronic binders for complete
ProSystem fx Engagement’s exclusive use of these applications automation. A complete binder template has been prepared for
allows you to save engagement-related e-mails using new you, so you set up new engagements easily and quickly.
Outlook integration. You can also incorporate your Word and
Excel workpapers and financial statements into electronic Then let an expert lead you step-by-step through the
binders and automate them with links to client, engagement, engagement! These timesaving titles deliver real-world
and trial balance data. strategies, cost-saving ideas, client letters, spreadsheets, and
reports. Each Miller title contains many useful Microsoft Word
> Take advantage of the only trial balance system built programs and checklists, as well as Microsoft Excel workpaper
from the ground up on Microsoft Word and Excel. Enhanced templates that allow you to complete a wide variety of
trial balance links allow pasting or inserting links using engagement types.
ranges of cells, rather than inserting each cell individually
into the link formula.
> With ProSystem fx Engagement you can import data from
popular trial balance packages, automatically update every
time you post a journal entry, export to popular tax packages
for C-Corporations, S-Corporations, Partnerships and Exempt
Organizations, and efficiently post transactional entries using
> The time-saving roll forward feature allows you to instantly
roll forward every engagement workpaper and report,
automatically populating all Word and Excel financial
statements and workpapers with current dates, account
balances, and variances.
ProSystem fx Engagement uses Microsoft Word
and Excel for all workpapers and financial
S U I T E I N T E G R AT I O N
P R O S Y S T E M f x O F F I C E S U I T E I N T E G R AT I O N ProSystem fx® Write-Up
The ProSystem fx Office Suite brings you the end-to-end > Transfer interim period and annual statement data to
engagement workflow solution you've been looking for. Engagement with expanded export capabilities.
ProSystem fx Engagement takes work you’ve already done
and intuitively interacts with other ProSystem products to > Have vital summary information at your fingertips during
completely streamline your workflow and eliminate costly consulting and audit engagements by exporting customized
duplication of effort. statements and reports to ProSystem fx Engagement and
ProSystem fx® Tax
ProSystem fx® Fixed Assets
> Easily map financial statement data with Dynalink/Quiklink.
> Store reports and Fixed Assets data files directly into
> Simplify tax return preparation when you simultaneously Engagement binders.
update both Tax and Engagement with Quiklink.
> Store a tax return to Engagement as a PDF.
ProSystem fx® Profit Driver
> Seamlessly export financial data to Profit Driver for quick and
thorough analysis and strategic planning.
> Store reports from Profit Driver files to Engagement binders.
ProSystem fx Engagement
provides the flexibility to
format the trial balance to fit
ProSystem fx Document
> Launch Engagement binders from within Document.
> Store archived binders to Document with assigned retention periods.
ProSystem fx Practice
> Link Engagement binders with a ProSystem fx Practice project and launch the Edit Project dialog from the linked binder.
> Launch the Edit Client dialog from the linked parent client.
> Create or open new Engagement binders from within Practice.
> Invoke the Practice time clock from an open binder or from the file room, manage the time clock from within Engagement, and create
time transactions with and without accumulated time in the clock.
CUSTOMIZABLE SECURITY C O S T- E F F E C T I V E E F F I C I E N C Y
The ProSystem fx Engagement Administrator module lets you Engagement has increased its efficiency with the use of Active
customize Engagement for the way you work, and lets you Directory. The increased binder flexibility means users’ imports
control and manage the electronic engagement process from can be scheduled or done manually to best fit your firm’s
one central location. You can: busy schedule.
> Customize staff groups to represent the different levels and > Binder Teams can be dynamically updated within existing
roles of your firm’s staff members, and choose whose rights binders when changes are made to teams. Also, the “All
to enable at any level. Firm Staff” team contains all staff members in the firm, both
active and inactive.
> Update users automatically with changes to staff and security
rights as they log in to the program. > Backup Utility has been enhanced to allow for single
> Share and communicate staff information, licensing and
binders in a multi-office environment, with or without a > Print to PDF is an additional printing option that allows you
wide-area network, using Office Servers. to print one or more existing Engagement workpapers to a
new PDF workpaper, with options to combine and append.
> Assign staff members using flexible assignment options that Additionally, you may print documents from any software
allow you to grant access to engagement binders by application outside of Engagement to our PDF converter,
individuals or by binder teams, or simply choose to assign which inserts the resulting PDF workpapers into the
all staff to all binders. Engagement binder of your choice.
> Filter clients by group in the Administrator Module or file > New Workpaper from Scanner is an additional option that
rooms through the use of customizable Client Groups. allows workpapers to be scanned directly into Engagement
> Share firm tips and policies using customizable Tips of by selecting the “New Workpaper from Scanner” option.
the Day. > New Workpaper from File will now default to show “All
files,” allowing you to select any file type when creating
C O L L A B O R AT I O N workpapers.
Share every document simultaneously and enjoy the
convenience of instantly accessible workpapers! ProSystem fx BENEFIT FROM MSDE
Engagement allows you to: Engagement now utilizes MSDE (Microsoft Data Engine) for
> Avoid paper binders that are hard to share, costly, managing data for the Administrator and Central File Room
inconvenient to transport, and easily lost or damaged. databases. By adopting this technology, Engagement:
> Share information and synchronize work from any location > Ensures enterprise-class reliability of SQL Server in a freely
via the Central File Room and flexible synchronization distributable desktop data engine, providing an economical
options. solution for firms.
> Synchronize multiple binders in the background while you > Delivers a mobile solution that supports merge replication
work using the powerful Synchronization Queue. with a central SQL Server, ensuring scalability for users
> Ensure each file’s integrity using the Current Editor, which
allows you to control who has “write” or “view only” access. > Enables firms to utilize an existing SQL Server environment
to deploy Engagement if desired.
> E-mail an entire binder with one click.
C C H O N L I N E R E S E A R C H I N T E G R AT I O N
> Access CCH’s Accounting Research Manager directly from
Engagement for a current, complete and objective resource
on expertly-written analytical accounting, auditing,
governmental, and SEC information and primary source data.
> Integrate content from the Miller Series and launch from
them to specific areas within Accounting Research Manager.
> Access in-depth analysis on the CCH InternetSM Tax Research™
NetWork as you launch directly from Engagement.
> Store research from CCH@Hand to Word documents.
> Launch Smart Tags from stored documents within
Engagement to Tax Research NetWork via CCH@Hand.
Launch directly from workpapers within Engagement to content-specific
research in Accounting Research Manager.
A C C E S S R O B U S T, I N - D E P T H A C C O U N T I N G A N D ALL-INCLUSIVE COVERAGE
F I N A N C I A L R E P O R T I N G G U I D A N C E T H AT Accounting Research Manager provides one-stop access to U.S.
MINIMIZES YOUR RESEARCH TIME WHILE and international authoritative and proposal stage literature
E N H A N C I N G Y O U R R E S U LT S . from every relevant source, including:
While other research tools simply summarize the
authoritative literature, leaving you the time-consuming > FASB > IASB
task of deciphering often-complex information, Accounting
Research Manager (ARM) goes the extra mile to give you the
clearest possible picture. > AICPA > GASB
Accounting Research Manager is the largest and most
comprehensive accounting and financial reporting online > SEC > GAO
database, providing easy access to objective and insightful
accounting, auditing, governmental and SEC information.
> EITF > OMB
Interpretive guidance written by experts in the field helps you
understand and comply with rapidly changing accounting,
auditing, governmental and SEC standards. > PCAOB > Federal Research
Your Accounting Research Manager login and password
may now be stored in the staff properties in Engagement’s
Administrator module. This will allow for automatic login to the
ARM website when clicking on the ARM icon in the Workpaper
Management Shortcut bar.
THE TIMELIEST REPORTING T H E U LT I M AT E A C C O U N T I N G R E S E A R C H T O O L
Accounting Research Manager’s professional staff takes pride in Join the thousands of accounting and financial reporting
updating the database up to five times a day to meet your professionals who rely on Accounting Research Manager
awareness needs. You get: every day. With all-inclusive coverage, extensive cross-links
and real-time updates, you won’t find a better way to:
> Immediate access to newly released literature.
> Access a comprehensive set of authoritative, proposal
> Weekly Summary e-mail alerts summarizing major changes and interpretive content.
in the database. – Assure better and more meaningful research.
– Mitigate risk by providing access to all relevant material.
> Summaries of deliberations of current financial
reporting projects. > Stay up-to-date.
– Updated up to five times daily.
EXPERT INTERPRETIVE GUIDANCE
– Stay aware of recent developments via the Weekly
Our team of experts provides insights that go far beyond the Summary and 3-month checklists.
guidance provided in the text of authoritative literature.
> Obtain clear and insightful interpretive guidance from
Accounting Research Manager includes:
> Accounting standards. Your “window to the literature”
that contains summarized guidance by financial statement Discover more about ARM and its product offerings. For a free
caption and other common topics, plus a hotlinked list of all trial, visit Tax.CCHGroup.com/ARMB.
supporting authoritative and interpretive accounting and
> Interpretive publications. Your direct link to our
best-selling reference guides on such topics as
business combinations, derivatives, leasing, and
> SEC materials. Your easy-to-understand SEC guide that
integrates background materials, training, forms and
interpretive guidance to simplify complex SEC rules. You
also get plain-English explanations of new rules, including
summaries and checklists for Sarbanes-Oxley compliance.
> Audit guidance. Your audit library that provides a complete
and ready reference to implementing the standards. You get
access to our Miller Audit Series, which includes questions
and answers, practice aids, spreadsheets, memos, forms and
> Government guidance. Your government library that
provides an in-depth governmental reference. You get access
to our Miller Government Library, which offers workpapers,
examples and illustrations. Our content experts translate
technical information into plain English that is easy to
comprehend, while our interpretations clearly illustrate what
the rules mean from your perspective. Read about our
content experts, authors and Editorial Advisory Board at
www.Tax.CCHGroup.com/ARMB and click on ‘Meet our
> SEC Filings. Now ARM users can access filings from the SEC
EDGAR database and SEC comment letters through 10-K
Lookup. This search engine allows immediate and precise
searches for you to conduct comparative research.
> Miller Libraries. Now users can purchase separate Miller
libraries on ARM, which expands its analysis and broadens its
offerings. The ARM layout allows for quick and logical review
of journal entries and other financial reporting documents.
Plus, it offers easier upgrades to more in-depth accounting
and auditing content.
M I L L E R I N T E G R AT I O N
ProSystem fx Engagement allows you to integrate content from the Miller Series into your electronic binders for complete automation.
Let an expert lead you step-by-step through your next engagement! These timesaving titles deliver real-world strategies, cost-saving
ideas, client letters, spreadsheets, and reports. In addition, you can access each title’s full text via the CCH Tax Research NetWork. Each
Miller title contains many useful Microsoft® Word programs and checklists, as well as Microsoft® Excel workpaper templates that allow
you to complete a wide variety of engagement types. In addition, a complete binder template has been prepared for you, saving you
significant time when setting up new engagements. With Miller workpapers that can be added with the click of a mouse, content
integration has never been easier! The following titles contain integrated work programs and templates:
AUDIT PUBLIC TITLES Miller GAAS Update Service
Miller GAAP Financial Statements Disclosures Manual Twice a month you’ll receive the latest coverage of Audit Risk
This guide provides a complete, quick and valuable reference Alerts, SASs, SSAEs, Auditing SOPs, Industry Audit Guides and
source for financial statement disclosures. The Manual contains more!
more than 900 examples of realistic sample footnote disclosures
to assist in the preparation of financial statements for audit, Miller Attestation Engagements
review or compilation engagement. It facilitates compliance This title provides comprehensive guidance on conducting
with authoritative pronouncements by integrating, in each attestation engagements. The types of attestation engagements
chapter, the specific disclosure requirements with the covered in this publication include examination, agreed-upon
sample footnotes. procedures, compliance, internal control, due diligence, and
prospective financial information engagements. For these types
Miller GAAS Practice Manual of engagements and others, Miller Attestation Engagements
This innovative resource provides a complete, quick, and reduces the technical language of official pronouncements to
valuable reference source for the practitioner of the currently easy-to-read and easy-to-understand advice and procedures you
effective pronouncements of Statement on Auditing Standards need for an effective and efficient attestation engagement.
(SAS), Statement on Standards for Attestation Engagements
(SSAE), Statement on Standards for Accounting and Review G O V E R N M E N T A D D - O N L I B R A RY T I T L E S
Services (SSARS), and the interpretations of these standards.
Miller Governmental GAAP Guide
Miller Audit Procedures Financial professionals who work with state and local
Miller Audit Procedures provides practitioners with the most governments must stay current with emerging governmental
cost-effective approach for conducting high-quality audits of standards or face some unfortunate consequences. This
nonpublic commercial entities. Its 22 clear, concise chapters one-of-a-kind tool discusses all the promulgated accounting
cover all major topics, from initial evaluation of an engagement principles applicable to financial reporting by state and local
to closing the audit. All our checklists, questionnaires, audit governments. Miller Governmental GAAP Guide delivers a
programs, model letters and sample auditor’s reports will thorough analysis of GASB Statements (including the watershed
enhance your efficiency even more! GASB Statement 34), GASB Interpretations, GASB Technical
Bulletins, NCGA Statements, NCGA Interpretations, and
Miller Compilations & Reviews certain AICPA Statements of Position and Auditing and
CCH experts translate the technical jargon of all applicable Accounting Guides.
pronouncements, including how the watershed GASB 34 relates
to compilations and reviews. Moreover, the latest guidance on Miller Governmental GAAP Practice Manual
the new Management-Use-Only Compilation Engagement is Miller Governmental GAAP Practice Manual demonstrates,
right here. Find out why CPAs across the country are turning to in a detailed manner, how governmental entity can implement
this compact reference. The guide also examines all applicable the complex standards established by GASB-34 through a
compilation and review standards, and guides you safely worksheet approach. The emphasis of Miller Governmental
through planning, performance, documentation, and reporting. GAAP Practice Manual is on the process of preparing
You receive all the time-saving checklists, forms, and reports financial statements.
you’ll need to perform a thorough compilation or review.
Miller Government Audits and Single Audits
CPA’s Guide to Effective Engagement Letters This title is dedicated to the audit professional who wants to
We’ve included every type of engagement letter you could conduct audits of local governmental entities in a more
possibly need, from audits, tax preparations, and payroll practical manner. Written by the practitioner for the practitioner,
processing, to business valuations and assurance services. And this guide is divided into eight parts: Background and
here’s the best part: Every letter can be easily customized and Standards, Audit Planning, Audit Procedures, Reporting and
printed. This innovative resource features a new collection of Follow-Up, Single Audits, Standards for the Single Audit,
case studies on liability issues that illustrate what to do and Planning for the Single Audit, and Fieldwork and Reporting. It
what not to do with your engagement letters. Covers over 50 also has customizable electronic practice aids and
types of letters! checklists, sample correspondence, and auditor’s reports
available in RTF, as well as Excel workpapers, and compliance
CPA’s Guide to Management Letter Comments supplements and circulars available in PDF.
Developed by a seasoned auditor with more than 20 years of
experience in auditing practice for clients in a broad spectrum Miller Governmental GAAP Update Service
of industries, the CPA’s Guide to Management Letter Navigate through changing promulgations using our
Comments makes it remarkably easy to draft clear twice-monthly Update Service. You'll receive 24 updates that
management letter comments in no time at all. In one include restatements and analyses of late-breaking GASB
convenient, logically organized volume, you’ll find the find the Statements, Interpretations, and Exposure Drafts.
correct words and phrases to use in virtually any management
letter comment you’ll ever need to construct.
With such a significant change to the way your engagements
will be performed, take advantage of our vast experience in > 100% IBM-compatible Pentium PC, PII or higher required.
guiding your firm through the benefits of Engagement.
Electronic workpaper management is a new concept for > Memory per network operating system recommendations.
many accountants and requires proper planning and training. Network Software
Utilize the knowledge of our consultants to maximize your
return on Engagement and empower your staff with the skills > Microsoft Windows 2000 Server.
of tomorrow’s workforce.
> Microsoft Windows 2003 Server.
TRAINING OPTIONS > Novell Netware 5.1 or higher.
Standard > Linux (kernel 2.4.2 or higher, Samba 2.2.3a or higher).
> Pentium III or higher required for ProSystem fx Engagement.
– Accounting and Auditing
– Tax > 512 MB+ of RAM required for file servers running
> Workshop ProSystem fx Engagement Workpaper Management module;
> Expert 2 Gb+ of RAM recommended for ProSystem fx Engagement
Ancilliary Administrator module.
> Reviewer & Administrative > ProSystem fx Engagement data may be stored on a Novell
> Customized or Linux server as listed above; however, the ProSystem fx
> Integrated Microsoft® Word & Excel Engagement Administrator is not supported on these servers
> GASB 34 and must be installed to a Windows-based PC or server.
Multi-Client Training Windows Networking (“Peer-to-Peer”)
> Core (A&A) For office configurations of 10 users or less, a dedicated
> Expert workstation used solely as a server may be substituted for a true
file server. The operating system for this workstation must be
C O N S U LT I N G O P T I O N S Windows 2000 Professional or Windows XP Professional; 512Mb+
of RAM required.
– Standard (1 day) Windows 98 and Windows ME machines may not be used as the
– Premium (2 days) “server” for ProSystem fx Engagement.
> Questions & Answers ProSystem fx Engagement supports a higher number of
Information Technology users and up to 25 concurrent users in a Windows Networking
– Standard (1/2 day) environment.
– Premium (1 day)
Using the latest version of network clients is recommended:
> Microsoft Client for Microsoft Networks.
> Novell Client for Windows 2000/XP or Windows 98/ME.
> Microsoft Client Service for NetWare.
> 10 Mbps or greater (Ethernet).
> 16 Mbps or greater (Token Ring).
Note: For optimum performance, 100 Mbps, Full Duplex is
recommended throughout your network, including
workstation NIC cards, switches and hubs, and server
T h e P ro S y s t e m f x O ff i c e > P ro S y s t e m f x E n g a g e m e n t
SYSTEM REQUIREMENTS Disk Space Requirements
WAN Processing > ProSystem fx Engagement program files: 230 Mb; (500 Mb
when including the setup folders).
> Microsoft® Windows 2000 Server with Terminal Services.
> Microsoft Windows 2000 Server with Terminal Services with > Miller Titles content files: 50 Mb
Citrix MetaFrame 1.8 or XP.
Virus Scanning Exclusions
> Microsoft Server 2003 Terminal Server. > Real-time virus scanning exclusion of all ProSystem fx
> Microsoft Server 2003 Terminal Server with Citrix directories is required on both file servers and workstations
IMPORTANT: For data integrity and firm security, you should
ProSystem fx Engagement does not require terminal services for scan all files on your system on a regular basis. However, these
use over a WAN or VPN. full scans should not be performed when the data is in use
when users are logged in. Using file exclusions allows your
Workstations (Also applies to standalone installations) scanning software to continue to do its job against the rest of
your system while ignoring the excluded directories. You may
Additional components required for ProSystem fx Engagement:
want to run a full scan with no exclusions at the start of the
> 100% IBM-compatible Pentium PC, PII or higher required. day before anyone is logged into the ProSystem fx products, or
perhaps run an automated scan after hours. The key is not to
> 256 Mb+ recommended.
have open ProSystem fx files when the scan is initiated to run
> Microsoft Windows 98 2nd Edition. Communications
> Microsoft Windows Millennium. > High-speed Internet connection (DSL, cable modem, T1 or
T3) is required for downloading program updates (e-fx
> Microsoft Windows 2000 Professional (service pack 3 or
Release or e-fx Update). A high-speed connection is also
required to use Prosystem fx Engagement over a VPN.
> Microsoft Windows XP Professional (service pack 1 required).
> MDAC version 2.6, service pack 2 (or higher). If MDAC is not > HPIII or higher with at least 2MB of RAM
detected during installation, the installation program will load
> Microsoft Internet Explorer version 5.5, service pack 2 For a complete list of certified printers, please
visit our web site at Tax.CCHGroup.com.
> Adobe Acrobat Reader 5.0 or higher.
> Office 2000 or greater.
> Monitor display – small fonts with a minimum screen
resolution of 800x600.
> Colors – set greater than 256.
> Microsoft Word and Excel for Office XP with service pack 3,
Word and Excel 2000 with service pack 3 and hotfix, or Word
and Excel 2003.
> Microsoft Mail, Microsoft Exchange, Internet SMTP/POP3, or
other MAPI compliant messaging software to use network
e-mail or Internet e-mail.
> Microsoft Jet version 4.3 (service pack 6 or higher). If
Microsoft Jet is not detected during installation, the
installation program will load version 4.3 (service pack 6).
Note: To enhance performance when running multiple
ProSystem fx applications, we recommend a PIII
class PC or higher with 512 Mb+ of RAM.
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