CCH Axcess Engagement Licenses
There are four types of licenses your firm can purchase to work in CCH Axcess Engagement, Essentials, Pro, Knowledge Coach and Knowledge Coach PCR. When creating your engagements these licenses are referred to as engagement modules. Both Knowledge Coach and Knowledge Coach PCR will display as the same module called “Knowledge Coach” since they cannot be purchased together.
Essentials engagements allow you to work with the trial balance and reports, as well as basic workpaper management functionality. This type of engagement is typically used for less complex engagements like preparations, compilations, or tax return preparations.
Pro engagements allow you to work with the trial balance and reports as well as advanced workpaper management functionality and allows you to add links to engagement information within your Microsoft Word and Microsoft Excel workpapers. This type of engagement is typically used for more complex engagements such as reviews and audits which require workpaper management functionality such as lock workpaper and lock engagement.
Knowledge Coach engagements allow you to work with audit practice aids to assist with planning and risk assessment. This type of engagement is typically used for more complex engagements such as reviews or audits and can be used on its own or with a Pro engagement.
Simple engagements will use one license - Essentials or Pro. Complex engagements will use two licenses - Essentials or Pro. Complex engagements include single- and multi-tier consolidated engagements and monthly engagements.
Here is a breakdown of the functionality provided with each type of engagement license:
| Functions |
ESSENTIALS |
PRO |
KNOWLEDGE COACH |
| Firm Settings | |||
| Engagement Types | X | X | |
| Export Engagement List to Excel | X | X | X |
| Firm Options | X | X | |
| Manage Templates | X | X | |
| ENGAGEMENT LIST | |||
| Create Engagement | X | X | X |
| Create New Engagement from Template | X | X | |
| Roll Forward Engagement - Annual | X | X | X |
| Roll Forward Workpapers and Notes | X | X | |
| Roll Forward Consolidation Engagement - Financial | X | X | |
| Roll Forward Consolidation Engagement - Tax | X | X | |
| Roll Forward Knowledge Coach Forms and Notes | X | ||
| Roll Forward Engagement - Monthly (non-consolidated) | X | X | X |
| Save Engagement as a Template | X | X | |
| Engagement pagination | X | X | X |
| Engagement Search | X | X | X |
| Modify Engagement Name | X | X | X |
| Delete Engagement | X | X | X |
| Copy Engagement (no balances) | X | X | |
| Copy Engagement with Workpapers | X | X | |
| Engagement View | X | X | X |
| Consolidated Financial Engagement - Single and Multi-Tier | X | X | |
| Consolidated Tax Engagement - Single and Multi-Tier | X | X | |
| Interim Engagements - Monthly | X | X | |
| Engagement Properties - General | X | X | X |
| Engagement Properties - Dates | X | X | |
| Lock Engagement | X | X | |
| TRIAL BALANCE | |||
| Import Trial Balance - Excel | X | X | |
| Import Trial Balance - QBO | X | X | |
| Import Trial Balance - Xero | X | X | |
| Financial Trial Balance | X | X | |
| Tax Trial Balance | X | X | |
| Send to Tax Option | X | X | |
| Export Tax Trial Balance to Excel | X | X | |
| Export Financial Trial Balance to Excel | X | X | |
| Add/Edit Accounts | X | X | |
| Add/Edit/Delete Tax Sub-groups | X | X | |
| Add/Edit/Delete Financial Groups | X | X | |
| Add/Edit/Delete Financial Sub-groups | X | X | |
| Delete Default Financial Groups | X | X | |
| Multi-Assign Accounts to Tax Groups | X | X | |
| Multi-Assign Accounts to Financial Groups | X | X | |
| Grouping List Templates - Financial | X | X | |
| Grouping List Templates - Tax | X | X | |
| Grouping List Templates - Delete Templates | X | X | |
| Custom Classifications | X | X | |
| Workpaper References - TB | X | X | |
| Trial Balance Views (save views) | X | X | |
| Trial Balance Reports | X | X | |
| LEADSHEETS | |||
| Leadsheets | X | X | |
| Leadsheet Comments | X | ||
| FINANCIAL STATEMENTS | |||
| Financial Statements | X | X | |
| Export Financial Statements to Excel | X | X | |
| Financial Summary Report | X | X | |
| TAX SUMMARY REPORT | |||
| Tax Summary Report | X | X | |
| Export Tax Summary Report to Excel | X | X | |
| Tax Link | X | X | |
| Download Compfile | X | X | |
| JOURNAL ENTRIES | |||
| Add/Edit/Delete Adjusting Journal Entries | X | X | |
| Add/Edit/Delete Tax Journal Entries | X | X | |
| Add/Edit/Delete Passed Journal Entries | X | X | |
| Change JE Type | X | X | |
| Add/Edit/Delete Reclassifying Journal Entries | X | X | |
| Workpaper References - JE | X | X | |
| Roll Forward Options on JE Pane | X | X | |
| Add accounts while adding/editing a journal entry | X | X | |
| ENGAGEMENT VIEW | |||
| Engagement View Tab | X | X | X |
| Add/Edit/Delete Workpapers (except .EXE and .DLL) | X | X | |
| Workpaper Properties | X | X | |
| Workpaper Index | X | X | |
| Workpaper Notes | X | X | |
| Workpaper Sign-off | X | X | |
| Add/Edit/Delete KC Forms | X | ||
| Print All KC Forms | X | ||
| KC Form Properties | X | ||
| KC Form Notes | X | ||
| KC Form Sign-off | X | ||
| Modified After Reviewer Sign-off (KC Form) | X | ||
| Add/Edit/Delete Disclosure Checklist | X | ||
| Disclosure Checklist Notes | X | ||
| Disclosure Checklist Sign-off | X | ||
| Modified After Reviewer Sign-off (Disclosure Checklist) | X | ||
| Lock/Unlock Workpapers | X | ||
| Workpaper Recycle Bin | X | X | |
| Workpaper Monitor (edit Excel, Word, and PDF) | X | X | |
| Insert TB Links | X | X | |
| Drill Down TB Links | X | X | |
| Name and Date Links | X | X | |
| Freeze/Unfreeze TB Links (Inside Word or Excel) | X | X | |
| Modified After Reviewer Sign-off | X | X | |
| KNOWLEDGE COACH | |||
| Add/Edit Risks | X | ||
| Program Step Library | X | ||
| Diagnostic Summary | X | ||