Welcome to Engagement CS

Show expandable text


Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Engagement CS is a product within the Creative Solutions Accounting software that is fully integrated with Trial Balance CS and the Financial Reporter module to provide you with a flexible and secure environment in which to prepare engagements. You can link with the CSA trial balance data and update your workpapers in Microsoft Excel and Microsoft Word either inside or outside of the Engagement CS workspace, enabling you to take advantage of integrated menus for enhanced productivity.

As a staff member working in the field, you have the ability to receive and send transfer files from the Master Client Data (MCD) to a separate workstation or laptop (when you have the laptop version of the program installed on your computer).

When the engagement has been updated in the field, you can update engagement files in the Master Client Data by synchronizing with the master data or by creating transfer files to be copied to a shared network location or removable media that is accessible by the master engagement.

See also: Working in Engagement CS: Overview

Features & benefits

Was this article helpful?

Thank you for the feedback!