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 locations. 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. C C H E n g a g e m e n t Experience the latest innovations in paperless engagements and workflow integration. C C H A c c o u n t a n t s ’ S u i t e ® Taxprep® CCH Practice® CCH Practice Driver® CCH Document® CCH Engagement® CCH Profit Driver® CCH Site Builder® ProSystem fx Tax® > > > > 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 scanning functionality. > 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 binder templates. > 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 Binder Wizard. > Roll forward an entire engagement with a single mouse click. > Make implementation easy using our expert Engagement consultants. Our comprehensive training and consulting options will have you up and running in no time. E N G A G E M E N T The ProSystem fx® Office > ProSystem fx® Engagement > ProSystem fx Engagement allows you to produce binders that are the electronic equivalent of your paper files. Experience the latest innovations in paperless engagements and workflow integration. Tax Document Engagement Profit Driver Fixed Assets Practice Practice Driver Write-Up Site Builder Outsource Planning Trial Balance Streamlined Workflow Organization Synchronization Security Data Integrity Collaboration Teamwork Efficiency Roll Forward Set Up Review Finalize & Archive Flexible Reporting Integration Paperless Engagement Process E N G A G E M E N T W O R K F L O W 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. > Lock down calculations > Maximize server space > Assign binder retention periods > Share information and synchronize binders from any location > Current Editor feature ensures data integrity > E-mail binders with one click > Create multiple financial statements for each engagement > Produce statements that are industry-specific and provide data for tax returns > Simplify tax return preparation > Provide superior financial analysis > One-time staff set-up with Active Directory > Miller Engagement templates in Word and Excel > Flexible staff assignment and control features > Roll forward data for annual and interim periods > Maintain staff assignments and bring forward applicable financial data to the new year > Up-to-date research is only a click away > Import, export, e-mail and store documents as PDF files > Robust trial balance system built on Word and Excel NEW ENGAGEMENTS New staff members are set up via Active Directory, reducing the need for duplicate data entry. Templates in Word and Excel in the Miller Engagement series are provided for everything you need for an engagement, so your entire engagement is set up with a few clicks and all workpapers are instantly available. The flexible administration module allows you to add teams to binders, saving you valuable time by eliminating the need to add individual staff members to each engagement. One-time creation of security levels are individualized for each staff member, making it easy to maintain data integrity throughout the process. EXISTING ENGAGEMENTS The powerful roll forward simplifies your work on existing engagements. Roll forward data from year to year, bringing forward only the information related to the current year. Previously assigned staff continue to be tracked in the following year and pertinent financial statement data will also roll forward. Everything is ready for you to start work in the current year. PAPERLESS WORKFLOW Integration with the ProSystem fx Office provides an 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 paper storage. Data from ProSystem fx® Write-Up can be imported to Engagement in either interim periods or annually, eliminating the need to redo work that already exists. Additionally, Engagement allows you to import trial balances from other sources, allowing you the flexibility to use applications that already work for your firm. SECURITY Engagement’s synchronization process and Current Editor feature provide the security and data integrity management you need. Since you assign staff members with specific permission levels, data cannot be overlaid inadvertently, saving you from lost time and needless costs. TEAMWORK 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. MANAGEMENT TOOLS ProSystem fx Engagement allows management to track the status of an engagement with the integration into the Practice Project Management feature. This function in ProSystem fx® Practice allows a project to be tracked with budget vs. actual information, task assignments, and other administrative features. Within Engagement, flow of an engagement can be monitored throughout the process with features such as the Notes Summary View, the Sign-off View, and the Current Editor View. In addition, at-a-glance status updates are instantly available with diagnostic pages like the Trial Balance Snapshot, the Binder Snapshot, and Engagement Today. REPORTING Multiple financial statements can be created for any engagement, meeting the variety of needs for that data. These statements can be industry-specific, provide information for tax returns, or be formatted for detailed financial analysis. In addition, the formats can vary to meet the specific requirements, such as providing classified reporting. All of these statements can be exported to other applications using the powerful Dynalink/Quiklink functionality, making it easy to provide additional services to your clients. Exports to ProSystem fx® Tax simplify return preparation, and exports to ProSystem fx® Profit Driver give you the most detailed financial analysis available. FINALIZING THE ENGAGEMENT Once the engagement is completed, finalization and archiving is accomplished in a few clicks. Server space is maximized, and calculations are locked down and secure, providing assurance that all of your work is safe and data integrity is maintained. DOCUMENT MANAGEMENT To mitigate risk, the archived binder can then be stored in ProSystem fx® Document. Assigned retention periods and indexing ensure that the binder does not get misplaced. Once that retention period is reached, document destruction can safely take place to ensure proper regulations compliance. E N G A G E M E N T W O R K F L O W S O L U T I O N S E N G A G E M E N T I N T E G R A T 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. MICROSOFT ® OFFICE INTEGRATION From the moment you begin to set up a new client in Engagement, you maximize tools you already have by leveraging your investment in Microsoft Office software. ProSystem fx Engagement’s exclusive use of these applications allows you to save engagement-related e-mails using new Outlook integration. You can also incorporate your Word and Excel workpapers and financial statements into electronic binders and automate them with links to client, engagement, and trial balance data. > Take advantage of the only trial balance system built from the ground up on Microsoft Word and Excel. Enhanced trial balance links allow pasting or inserting links using 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 Write-Up Journals. > 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. INDUSTRY-STANDARD PRACTICE AIDS & CHECKLISTS ProSystem fx Engagement allows you to integrate content from the Miller Series into your electronic binders for complete automation. A complete binder template has been prepared for you, so you set up new engagements easily and quickly. Then let an expert lead you step-by-step through the engagement! These timesaving titles deliver real-world strategies, cost-saving ideas, client letters, spreadsheets, and reports. 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. ProSystem fx Engagement uses Microsoft Word and Excel for all workpapers and financial statements. E N G A G E M E N T W O R K F L O W S O L U T I O N S M I C R O S O F T O F F I C E S U I T E I N T E G R A T I O N PROSYSTEM fx OFFICE SUITE INTEGRATION The ProSystem fx Office Suite brings you the end-to-end engagement workflow solution you've been looking for. ProSystem fx Engagement takes work you’ve already done and intuitively interacts with other ProSystem products to completely streamline your workflow and eliminate costly duplication of effort. ProSystem fx® Tax > Easily map financial statement data with Dynalink/Quiklink. > Simplify tax return preparation when you simultaneously 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® Write-Up > Transfer interim period and annual statement data to Engagement with expanded export capabilities. > Have vital summary information at your fingertips during consulting and audit engagements by exporting customized statements and reports to ProSystem fx Engagement and Trial Balance. ProSystem fx® Fixed Assets > Store reports and Fixed Assets data files directly into Engagement binders. ProSystem fx Engagement provides the flexibility to format the trial balance to fit any situation. 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 The ProSystem fx Engagement Administrator module lets you customize Engagement for the way you work, and lets you control and manage the electronic engagement process from one central location. You can: > Customize staff groups to represent the different levels and roles of your firm’s staff members, and choose whose rights to enable at any level. > Update users automatically with changes to staff and security rights as they log in to the program. > Share and communicate staff information, licensing and binders in a multi-office environment, with or without a wide-area network, using Office Servers. > Assign staff members using flexible assignment options that allow you to grant access to engagement binders by individuals or by binder teams, or simply choose to assign all staff to all binders. > Filter clients by group in the Administrator Module or file rooms through the use of customizable Client Groups. > Share firm tips and policies using customizable Tips of the Day. COLLABORATION Share every document simultaneously and enjoy the convenience of instantly accessible workpapers! ProSystem fx Engagement allows you to: > Avoid paper binders that are hard to share, costly, inconvenient to transport, and easily lost or damaged. > Share information and synchronize work from any location via the Central File Room and flexible synchronization options. > Synchronize multiple binders in the background while you work using the powerful Synchronization Queue. > Ensure each file’s integrity using the Current Editor, which allows you to control who has “write” or “view only” access. > E-mail an entire binder with one click. COST-EFFECTIVE EFFICIENCY Engagement has increased its efficiency with the use of Active Directory. The increased binder flexibility means users’ imports can be scheduled or done manually to best fit your firm’s busy schedule. > Binder Teams can be dynamically updated within existing binders when changes are made to teams. Also, the “All Firm Staff” team contains all staff members in the firm, both active and inactive. > Backup Utility has been enhanced to allow for single binder restore. > Print to PDF is an additional printing option that allows you to print one or more existing Engagement workpapers to a new PDF workpaper, with options to combine and append. Additionally, you may print documents from any software application outside of Engagement to our PDF converter, which inserts the resulting PDF workpapers into the Engagement binder of your choice. > New Workpaper from Scanner is an additional option that allows workpapers to be scanned directly into Engagement by selecting the “New Workpaper from Scanner” option. > New Workpaper from File will now default to show “All files,” allowing you to select any file type when creating workpapers. BENEFIT FROM MSDE Engagement now utilizes MSDE (Microsoft Data Engine) for managing data for the Administrator and Central File Room databases. By adopting this technology, Engagement: > Ensures enterprise-class reliability of SQL Server in a freely distributable desktop data engine, providing an economical solution for firms. > Delivers a mobile solution that supports merge replication with a central SQL Server, ensuring scalability for users and data. > Enables firms to utilize an existing SQL Server environment to deploy Engagement if desired. CCH ONLINE RESEARCH INTEGRATION > 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. S T R E A M L I N E D P R O C E S S E S ACCESS ROBUST, IN-DEPTH ACCOUNTING AND FINANCIAL REPORTING GUIDANCE THAT MINIMIZES YOUR RESEARCH TIME WHILE ENHANCING YOUR RESULTS. While other research tools simply summarize the authoritative literature, leaving you the time-consuming task of deciphering often-complex information, Accounting Research Manager (ARM) goes the extra mile to give you the clearest possible picture. Accounting Research Manager is the largest and most comprehensive accounting and financial reporting online database, providing easy access to objective and insightful accounting, auditing, governmental and SEC information. Interpretive guidance written by experts in the field helps you understand and comply with rapidly changing accounting, auditing, governmental and SEC standards. 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. ALL-INCLUSIVE COVERAGE Accounting Research Manager provides one-stop access to U.S. and international authoritative and proposal stage literature from every relevant source, including: > FASB > AICPA > SEC > EITF > PCAOB > IASB > GASB > GAO > OMB > Federal Research A C C O U N T I N G R E S E A R C H M A N A G E R THE TIMELIEST REPORTING Accounting Research Manager’s professional staff takes pride in updating the database up to five times a day to meet your awareness needs. You get: > Immediate access to newly released literature. > Weekly Summary e-mail alerts summarizing major changes in the database. > Summaries of deliberations of current financial reporting projects. EXPERT INTERPRETIVE GUIDANCE Our team of experts provides insights that go far beyond the guidance provided in the text of authoritative literature. Accounting Research Manager includes: > Accounting standards. Your “window to the literature” that contains summarized guidance by financial statement caption and other common topics, plus a hotlinked list of all supporting authoritative and interpretive accounting and SEC literature. > Interpretive publications. Your direct link to our best-selling reference guides on such topics as business combinations, derivatives, leasing, and compensation arrangements. > 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 literature references. > 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 Technical Experts.’ > 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. THE ULTIMATE ACCOUNTING RESEARCH TOOL Join the thousands of accounting and financial reporting professionals who rely on Accounting Research Manager every day. With all-inclusive coverage, extensive cross-links and real-time updates, you won’t find a better way to: > Access a comprehensive set of authoritative, proposal and interpretive content. – Assure better and more meaningful research. – Mitigate risk by providing access to all relevant material. > Stay up-to-date. – Updated up to five times daily. – Stay aware of recent developments via the Weekly Summary and 3-month checklists. > Obtain clear and insightful interpretive guidance from leading experts. Discover more about ARM and its product offerings. For a free trial, visit Tax.CCHGroup.com/ARMB. AUDIT PUBLIC TITLES Miller GAAP Financial Statements Disclosures Manual This guide provides a complete, quick and valuable reference source for financial statement disclosures. The Manual contains more than 900 examples of realistic sample footnote disclosures to assist in the preparation of financial statements for audit, review or compilation engagement. It facilitates compliance with authoritative pronouncements by integrating, in each chapter, the specific disclosure requirements with the sample footnotes. Miller GAAS Practice Manual This innovative resource provides a complete, quick, and valuable reference source for the practitioner of the currently effective pronouncements of Statement on Auditing Standards (SAS), Statement on Standards for Attestation Engagements (SSAE), Statement on Standards for Accounting and Review Services (SSARS), and the interpretations of these standards. Miller Audit Procedures Miller Audit Procedures provides practitioners with the most cost-effective approach for conducting high-quality audits of nonpublic commercial entities. Its 22 clear, concise chapters cover all major topics, from initial evaluation of an engagement to closing the audit. All our checklists, questionnaires, audit programs, model letters and sample auditor’s reports will enhance your efficiency even more! Miller Compilations & Reviews CCH experts translate the technical jargon of all applicable pronouncements, including how the watershed GASB 34 relates to compilations and reviews. Moreover, the latest guidance on the new Management-Use-Only Compilation Engagement is right here. Find out why CPAs across the country are turning to this compact reference. The guide also examines all applicable compilation and review standards, and guides you safely through planning, performance, documentation, and reporting. You receive all the time-saving checklists, forms, and reports you’ll need to perform a thorough compilation or review. CPA’s Guide to Effective Engagement Letters We’ve included every type of engagement letter you could possibly need, from audits, tax preparations, and payroll processing, to business valuations and assurance services. And here’s the best part: Every letter can be easily customized and printed. This innovative resource features a new collection of case studies on liability issues that illustrate what to do and what not to do with your engagement letters. Covers over 50 types of letters! CPA’s Guide to Management Letter Comments Developed by a seasoned auditor with more than 20 years of experience in auditing practice for clients in a broad spectrum of industries, the CPA’s Guide to Management Letter Comments makes it remarkably easy to draft clear management letter comments in no time at all. In one convenient, logically organized volume, you’ll find the find the correct words and phrases to use in virtually any management letter comment you’ll ever need to construct. Miller GAAS Update Service Twice a month you’ll receive the latest coverage of Audit Risk Alerts, SASs, SSAEs, Auditing SOPs, Industry Audit Guides and more! Miller Attestation Engagements This title provides comprehensive guidance on conducting attestation engagements. The types of attestation engagements covered in this publication include examination, agreed-upon procedures, compliance, internal control, due diligence, and prospective financial information engagements. For these types of engagements and others, Miller Attestation Engagements reduces the technical language of official pronouncements to easy-to-read and easy-to-understand advice and procedures you need for an effective and efficient attestation engagement. GOVERNMENT ADD-ON LIBRARY TITLES Miller Governmental GAAP Guide Financial professionals who work with state and local governments must stay current with emerging governmental standards or face some unfortunate consequences. This one-of-a-kind tool discusses all the promulgated accounting principles applicable to financial reporting by state and local governments. Miller Governmental GAAP Guide delivers a thorough analysis of GASB Statements (including the watershed GASB Statement 34), GASB Interpretations, GASB Technical Bulletins, NCGA Statements, NCGA Interpretations, and certain AICPA Statements of Position and Auditing and Accounting Guides. Miller Governmental GAAP Practice Manual Miller Governmental GAAP Practice Manual demonstrates, in a detailed manner, how governmental entity can implement the complex standards established by GASB-34 through a worksheet approach. The emphasis of Miller Governmental GAAP Practice Manual is on the process of preparing financial statements. Miller Government Audits and Single Audits This title is dedicated to the audit professional who wants to conduct audits of local governmental entities in a more practical manner. Written by the practitioner for the practitioner, this guide is divided into eight parts: Background and Standards, Audit Planning, Audit Procedures, Reporting and Follow-Up, Single Audits, Standards for the Single Audit, Planning for the Single Audit, and Fieldwork and Reporting. It also has customizable electronic practice aids and checklists, sample correspondence, and auditor’s reports available in RTF, as well as Excel workpapers, and compliance supplements and circulars available in PDF. Miller Governmental GAAP Update Service Navigate through changing promulgations using our twice-monthly Update Service. You'll receive 24 updates that include restatements and analyses of late-breaking GASB Statements, Interpretations, and Exposure Drafts. 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: M I L L E R I N T E G R A T I O N ENGAGEMENT TRAINING With such a significant change to the way your engagements will be performed, take advantage of our vast experience in guiding your firm through the benefits of Engagement. Electronic workpaper management is a new concept for many accountants and requires proper planning and training. Utilize the knowledge of our consultants to maximize your return on Engagement and empower your staff with the skills of tomorrow’s workforce. TRAINING OPTIONS Standard > Core – Accounting and Auditing – Tax > Workshop > Expert Ancilliary > Reviewer & Administrative > Customized > Integrated Microsoft® Word & Excel > GASB 34 Multi-Client Training > Core (A&A) > Expert CONSULTING OPTIONS > Implementation – Standard (1 day) – Premium (2 days) > Questions & Answers Information Technology – Standard (1/2 day) – Premium (1 day) SYSTEM REQUIREMENTS File Server > 100% IBM-compatible Pentium PC, PII or higher required. > Memory per network operating system recommendations. Network Software > Microsoft Windows 2000 Server. > Microsoft Windows 2003 Server. > Novell Netware 5.1 or higher. > Linux (kernel 2.4.2 or higher, Samba 2.2.3a or higher). > Pentium III or higher required for ProSystem fx Engagement. > 512 MB+ of RAM required for file servers running ProSystem fx Engagement Workpaper Management module; 2 Gb+ of RAM recommended for ProSystem fx Engagement Administrator module. > ProSystem fx Engagement data may be stored on a Novell or Linux server as listed above; however, the ProSystem fx Engagement Administrator is not supported on these servers and must be installed to a Windows-based PC or server. Windows Networking (“Peer-to-Peer”) For office configurations of 10 users or less, a dedicated workstation used solely as a server may be substituted for a true file server. The operating system for this workstation must be Windows 2000 Professional or Windows XP Professional; 512Mb+ of RAM required. Windows 98 and Windows ME machines may not be used as the “server” for ProSystem fx Engagement. ProSystem fx Engagement supports a higher number of users and up to 25 concurrent users in a Windows Networking environment. Network Clients 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. Network Topology > 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 NIC cards. #5917 7/05 21250 Hawthorne Blvd. Torrance, CA 90503 1-800-PFX-9998 Tax.CCHGroup.com E N G A G E M E N T The ProSystem fx Office > ProSystem fx Engagement SYSTEM REQUIREMENTS WAN Processing > Microsoft® Windows 2000 Server with Terminal Services. > Microsoft Windows 2000 Server with Terminal Services with Citrix MetaFrame 1.8 or XP. > Microsoft Server 2003 Terminal Server. > Microsoft Server 2003 Terminal Server with Citrix MetaFrame XP. ProSystem fx Engagement does not require terminal services for use over a WAN or VPN. Workstations (Also applies to standalone installations) Additional components required for ProSystem fx Engagement: > 100% IBM-compatible Pentium PC, PII or higher required. > 256 Mb+ recommended. Operating System: > Microsoft Windows 98 2nd Edition. > Microsoft Windows Millennium. > Microsoft Windows 2000 Professional (service pack 3 or later required). > Microsoft Windows XP Professional (service pack 1 required). > MDAC version 2.6, service pack 2 (or higher). If MDAC is not detected during installation, the installation program will load version 2.7. > Microsoft Internet Explorer version 5.5, service pack 2 or higher. > 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. Disk Space Requirements > ProSystem fx Engagement program files: 230 Mb; (500 Mb when including the setup folders). > Miller Titles content files: 50 Mb Virus Scanning Exclusions > Real-time virus scanning exclusion of all ProSystem fx directories is required on both file servers and workstations IMPORTANT: For data integrity and firm security, you should scan all files on your system on a regular basis. However, these full scans should not be performed when the data is in use when users are logged in. Using file exclusions allows your scanning software to continue to do its job against the rest of your system while ignoring the excluded directories. You may want to run a full scan with no exclusions at the start of the day before anyone is logged into the ProSystem fx products, or perhaps run an automated scan after hours. The key is not to have open ProSystem fx files when the scan is initiated to run without exclusions. Communications > High-speed Internet connection (DSL, cable modem, T1 or T3) is required for downloading program updates (e-fx Release or e-fx Update). A high-speed connection is also required to use Prosystem fx Engagement over a VPN. Laser Printer > HPIII or higher with at least 2MB of RAM For a complete list of certified printers, please visit our web site at Tax.CCHGroup.com.