1. Electronic Working Papers CCH ProSystemfx Engagement NSAA Information Technology Workshop and Conference Grand Rapids, MI October 3, 2014 Bruce C. Vaughan, CPA

2. Agenda • CCH Engagement available modules • System Requirements • Latest Version • Installation in Connecticut • Installation Tips • Significant Benefits of CCH Engagement • Helpful Tips and Lessons Learned

3. 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)

4. Engagement Server Requirements

5. Engagement Computer Requirements

6. 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

7. CCH ProSystem fx Engagement

8. 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

9. 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

10. 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

11. Synchronization - Local and Central File Room

12. Version Control

13. Interface with MS Office & Adobe Microsoft Word 2010 – with Engagement Tab Adobe Acrobat – with Engagement Tab

14. Binder Templates

15. Binder Templates

16. Audit Forms

17. Roll forward of Binders

18. Working Paper Review Notes

19. 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

20. Questions? Contact Information: Bruce Vaughan Principal Auditor Connecticut Auditors of Public Accounts bruce.vaughan@cga.ct.gov Current #: 860-622-2985