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Hot topics - Week of July 22, 2024
Changes to Cantax and AnswerConnect support services
Beginning July 22, Cantax and CCH AnswerConnect customers should submit their support cases exclusively through our web ticketing system for a faster service!

Register with our Support Platform to easily submit, modify, and track all your tickets from a single online location. For more details about the web ticketing system and best practices, watch the following “How to” videos:
New telephone schedule for our teams
Please note the new telephone schedule for Customer Service and Technical and Tax Support:

Monday to Thursday
8:30 a.m. to 6 p.m. (ET)
Note: AliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are now only supported by web tickets, which can be submitted via the Support Platform 24/7, as well as by live chats, which are handled from Monday through Friday between 8:30 a.m. and 6:00 p.m. ET.
Date: 2022-Dec.-20
CPA Engagement Templates for CCH Engagement

We are pleased to announce the latest release of the CPA Engagement Templates.

Please note that these templates are based on the latest release of the Professional Engagement Guide (PEG), which complies with the Canadian Auditing Standards and the review and compilation standards (Other Canadian Standards).

The CPA Engagement Templates include:

  • Electronic audit, review and compilation programs;
  • Workpapers;
  • Checklists;
  • Correspondence templates.

Download Instructions

Please note that this version is only available for download. If you need assistance to retrieve your username and password, contact Customer Service at 1-800-268-4522 or send an e-mail to

Important: Before downloading the CPA Engagement Templates, read the document entitled Download and Technical Information.

To download the new version, proceed as follows:

  1. Access the Download Centre.
  2. Type your username and password in the Login section and click Log in.
  3. In the Dashboard page, click the Files Centre button in the Download section.
  4. In the CCH Accountants' Suite section, click CCH Engagement Templates.
  5. Read and accept all the terms of the License Agreement.

You will then be able to download the new version of the CPA Engagement Templates and the related documentation. Please take note of your activation key, which is displayed in the Master Activation Key section, as you will need it during the installation.

The CPA Engagement Templates are available as an annual subscription. During the subscription period, Wolters Kluwer will give you acccess to any changes or updates to the programs and checklists at no extra charge.

Please note that the CPA Canada Member Services Group requires subscribers to CPA Engagement Templates to also be PEG subscribers.

Subscribe to the CCH Engagement e-Bulletin

If you have not received this document directly to your e-mail address, please subscribe to the e-Bulletins service by selecting CCH Engagement in the CCH Accountants' Suite section. You will automatically receive an e-mail each time a new software update is available.

Should you have any questions regarding this release, please contact the Support Centre at 1-800-268-4522 or send an e-mail to

Thank you for choosing CCH Engagement.

Wolters Kluwer