• CCH ProSystem fx Engagement
• CCH ProSystem fx Workpaper Manager
• CCH ProSystem fx Knowledge Coach

This article covers the following:

• CCH® ProSystem fx® Engagement, Workpaper Manager and Knowledge Coach End of Life Support Policy
• Product End of Life for Engagement, Workpaper Management, and Knowledge Coach Releases
• Technology Platform Support

CCH® ProSystem fx® Engagement, Workpaper Manager and Knowledge Coach End of Life Support Policy - [Return to Top]

• Major component in the number is the year of the release. Typically, there is a major release each summer.
• Second component in the number increments when there is a minor release during the year, such as our annual tax year-end release.
• Last component in the number increments if any bundling of important defects, security vulnerabilities or specific functionality considered critical is needed.

• Technical Support is provided for all major and minor releases in the year of the most recent release, as well as all releases in the 2-prior years. Support EOL means that the specific version and its updates will cease to be supported by the CCH® Support personnel. After those dates, the product is no longer supported, and the user must upgrade to a later version (preferably the latest) to obtain assistance.
• Development EOL means no more enhancements or fixes will be made to that version after that specific date. It MAY still be supported by the CCH Support personnel; however, no fixes will be made to the application and users must upgrade to a later version to obtain a fix. Typically, minor updates (the 3rd component in the label format described above) are provided only for the most recent supported major release year. The identification of which defects will be addressed is at the sole discretion of the CCH Audit Product Team and is based on strict criteria of critical adherence to the use of the product without any possible workarounds.
• Technology Platform Support will be provided for a reasonable period based on several factors, including:
  • Support of the platform by the provider
  • Level of effort required to support the product
  • And, in some cases, whether the platform aligns with future product development strategy

Product End of Life for Engagement, Workpaper Manager, and Knowledge Coach Releases - [Return to Top]

1. Technical Compatibility
   • CCH will not provide software upgrades or the annual Tax Grouping Updates for software versions outside the support window.
   • Also, older versions will not be tested with new technologies, other CCH products, and 3rd-party software.
2. Customer Support
   • Our customer support representatives may not be able to diagnose or solve issues related to unsupported versions of Engagement or Workpaper Manager.
   • We highly recommend that firms stay current with their software updates. That is how a firm can take advantage of improved usability, functionality, integration, and 3rd-party compatibility.

Technology Platform Support - [Return to Top]

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