Chat with our virtual assistant
Hot topics - Week of November 3, 2024
Release of our Advanced Virtual Agent 2.0
Combined with GenAI, our Advanced Virtual Agent now provides direct descriptive answers to your queries rather than a list of articles. Connect with our Advanced Virtual Agent 2.0 to benefit from a more efficient virtual conversation!
New telephone schedule for our teams

Mondays and Tuesdays
8:30 a.m. to 6 p.m. (ET)

Looking ahead to 2025, we will transition to providing support exclusively through digital services Monday through Friday. Support experts will continue to review each web ticket and respond in the most appropriate way to resolve the query (which may include phone call-backs or responses in the Support Platform).

Web tickets can be submitted via the Support Platform 24/7, as well as by live chats, which are handled live by our support agents from Monday through Friday, from 8:30 a.m. to 6:00 p.m. ET.
Note:
 Cantax, CCH AnswerConnectAliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are already only supported by web tickets.
Support platform: Everything you need to know
Please refer to the videos below to find out how to register for the support platform and make the most of it:
Date: 2020-Oct.-28
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.

New in this Release

This version includes new compilation forms based on requirements of the new standard on compilation engagements (CSRS 4200).


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 cservice@wolterskluwer.com.

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 CCH Accountants' Suite e-Bulletin service by selecting CCH Engagement. 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 csupport@wolterskluwer.com.

Thank you for choosing CCH Engagement.

Wolters Kluwer