This video shows how to setup the Tax software interface within CCH ProSystem fx Tax.​


Accounting Bridges, including Dynalink, can be configured specifically on each machine or globally for all users.

To configure Accounting Bridges for a specific user:

1. Open Tax Preparation for the year that the linking would like to be prepared for.
2. Close the "Open Return" window.
3. Select the Options > Interface Options > Accounting Bridges...
4. The Accounting Bridges dialog displays the accounting systems that are installed on the machine that can use G/L Bridge, Dynalink, and Quicklink.
   • If an accounting system has already been configured, the "Configured" column will show a "Y". 
   • The "List created" column shows the date that the client list was created or last refreshed. 
5. Highlight the accounting system that would like to be configured, and click Configure.
6. Click Browse, and browse to the folder that the accounting system is installed. 
   • Typical system paths are:
     • CCH ProSystem fx Engagement and CCH ProSystem Workpaper Manager
       • ?:\Pfx Engagement\WM
         • Where ? is the drive that the program is installed to such as C:\Pfx Engagement\WM
       •  C:\Program Files (x86)\Pfx Engagement\WM
         • New installations of Engagement 2023 and higher have this path listed as the default path. 
     • CCH ProSystem fx Trial Balance
       • ?:\Avision\AV32
         • Where "?" is the drive that the program is installed to. 
         • Note: ProSystem fx Trial balance is no longer supported by as of 02/01/2023 and cannot be linked with 2022 returns and newer. If you wish to use this service please contact your sales representative to help you update to CCH Axcess Engagement Essentials.
     • Creative Solutions GoSystem Audit
       • ?:\CLR\Audit 
         • Where ? is the drive that the program is installed to
7. If Quicklink processing is available for the accounting system that was selected, a "Quicklink option" section in the "Configure Accounting System" window will be enabled.
   • If a "Quicklink option" section is available, choose an option and click OK.
8. The "Configured" column will show a "Y" for the accounting system now.
9. Highlight the accounting system that was just configured, and click Create Client List.
   • If a client list already exists for the selected tax year, and there is a date in the List created column, the Refresh Client List button will be available. 
   • When new clients are added to the accounting system, or existing clients are updated, the Refresh Client List button will need to be selected in order to refresh and get the most up-to-date client list before proceeding with the Dynalink.

To configure Accounting Bridges globally for all users:
Important: Due to potential installation path differences on individual machines, this option should not be used for CCH ProSystem fx Engagement.

1. Open Office Manager.
2. Select Configure Applications > Accounting Bridges > Configure.
3. The Accounting Bridges dialog displays the accounting systems that are installed on the machine that can use G/L Bridge, Dynalink, and Quicklink.
   • If an accounting system has already been configured the "Configured" column will show a "Y". 
   • The "List created" column shows the date that the client list was created or last refreshed. 
4. Highlight the accounting system that would like to be configured, and click Configure.
5. Click Browse, and browse to the folder that the accounting system is installed. 
   • Typical system paths are:
     • CCH ProSystem fx Engagement and CCH ProSystem Workpaper Manager
       • ?:\Pfx Engagement\WM
         • Where ? is the drive that the program is installed to such as C:\Pfx Engagement\WM
       • C:\Program Files (x86)\Pfx Engagement\WM 
         • New installations of Engagement 2023 and higher have this path listed as the default path.
     • CCH ProSystem fx Trial Balance
       • ?:\Avision\AV32
         • Where "?" is the drive that the program is installed to.
         • Note: ProSystem fx Trial balance is no longer supported by as of 02/01/2023 and cannot be linked with 2022 returns and newer. If you wish to use this service please contact your sales representative to help you update to CCH Axcess Engagement Essentials.
     • Creative Solutions GoSystem Audit
       • ?:\CLR\Audit 
         • Where ? is the drive that the program is installed to
6. If Quicklink processing is available for the accounting system that was selected, a "Quicklink option" section in the "Configure Accounting System" window will be enabled.
   • If a "Quicklink option" section is available, choose an option and click OK.
7. The "Configured" column will show a "Y" for the accounting system now.
8. Highlight the accounting system that was just configured, and click Create Client List.
   • If a client list already exists for the selected tax year, and there is a date in the List created column, the Refresh Client List button will be available. 
   • When new clients are added to the accounting system, or existing clients are updated, the Refresh Client List button will need to be selected in order to refresh and get the most up-to-date client list before proceeding with the Dynalink.

Additional Information:

• How do I install G/L Bridge for CCH® ProSystem fx® Tax? .
• How do I use Dynalink to import Trial Balance data from CCH® ProSystem fx® Engagement or Workpaper Manager to CCH® ProSystem fx® or CCH® Axcess™ Tax?