Client Onboarding for Audit Seniors with CCH Engagement
The Problem
Onboarding a new Financial Statement Audit client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in CCH Engagement
AI drafts the engagement letter, generates a tailored document-request list for the client's Financial Statement Audit profile, chases missing items across email and CaseWare, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running CCH Engagement — uses the native API or agent integration so nothing leaves the system of record.
CCH Engagement Integration Approach
Audit your CCH Engagement configuration
We map the specific CCH Engagement objects, custom fields, and workflows the automation needs to touch for your financial statement audit practice.
Build on the CCH Engagement API or agent
Integration happens inside CCH Engagement — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in CCH Engagement with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your CCH Engagement instance
30-minute call. We'll look at your actual CCH Engagement setup and show exactly how this workflow fits.