Document Management

ProSystem fx Client Intelligence generates real-time analysis by extracting data from ProSystem fx Engagement into a web-based platform. The system examines financial conditions, assesses trends and benchmarks against industries and other firms.
Results are presented in graphic dashboards the display key performance trends and a client's overall business health with the system automatically generating analytical and graphical presentations. The system can also import data from other accounting systems.

Client Intelligence is incorporated into the File Room window of ProSystem fx Engagement - located on the Tools tab. It's also featured on the Tools tab of Engagement's Binder Windows. Users can send data from their Engagement binders into Client Intelligence.

Price: Starts around $2,000. CCH: (800) 739-9998.

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