Statement on the future of Engagement CS

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Is Engagement CS being discontinued?

We will continue to support Engagement CS (which includes trial balance functionality) past the June 1, 2017 end of support date for CSA (which only affects Write-Up CS, Payroll CS and Trial Balance CS licenses).

However, if you license Engagement CS along with other products on the CSA platform and you are interested in keeping all of your client data on one platform, you should know that the Accounting CS platform also includes Workpapers CS. Contact your CS Sales Representative for more information about how Workpapers CS could be a viable transition path for you from Engagement CS. As always, we are committed to communicating to our customers well in advance of discontinuing support on any products (at least 12 months' notice).

Will Engagement CS still allow me to access trial balance functionality after Trial Balance CS is discontinued?

Yes. Trial Balance capabilities are only being removed for firms that license Write-Up CS or Trial Balance CS, not for those that license Engagement CS. You’ll note that, when adding a new client within Engagement CS, the trial balance and financial reporter options are automatically selected. By enabling Engagement CS for a new client, you automatically get the trial balance and financial reporter capabilities that are included with your Engagement CS license.

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Will I still be able to export tax information to applications such as, ProSystem fx, Lacerte, and ProSeries?

Yes. You will still be able to export tax information to applications such as ProSystem fx, Lacerte, and ProSeries after March 1, 2017 when the Trial Balance CS license permanently expires.

What are my options for replacing Engagement CS?

Workpapers CS has been developed as our next generation desktop workpaper management application, and it is a viable transition path for most firms currently using Engagement CS. We built Workpapers CS with a tax workflow focus and in the last two years we have enhanced it with a comprehensive feature set for handling audit workflow, giving you the tools you need to complete your compilations, reviews and audits effectively.

AdvanceFlow is a cloud-based audit management application that enables you and your colleagues to work and collaborate from anywhere on even the most complex of your firm's audit projects. You can also integrate your AdvanceFlow projects with our other online audit solutions. Checkpoint Engage enables you to build custom risk-based audit programs, and with GoFileRoom you can organize, update and store workpapers and client workflow information.

We encourage you to evaluate Workpapers CS and/or AdvanceFlow to determine which application is the best fit for your firm as you transition from Engagement CS. Contact your CS Sales Representative for more information.

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