Statement on the future of Engagement CS

Alerts and notices

Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Is Engagement CS being discontinued?

We have continued 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, we will end support for Engagement CS and the included functionality at the end of September 2020. For more information, see Engagement CS license expiration 2020 - frequently asked questions.

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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