CCH Engagement Customer Case Study | Saniza & CO

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class="component-content"> <h6 class="language-selector-modal__country-name">France</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/fr-fr" data-variantfieldname="Link">French</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Germany</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/de-de" data-variantfieldname="Link">German</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Hungary</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/hu-hu" data-variantfieldname="Link">Hungarian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Italy</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/it-it" data-variantfieldname="Link">Italian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Netherlands</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/nl-nl" data-variantfieldname="Link">Dutch</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Norway</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/nb-no" data-variantfieldname="Link">Norwegian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Poland</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/pl-pl" data-variantfieldname="Link">Polish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Portugal</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/pt-pt" data-variantfieldname="Link">Portuguese</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Romania</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/ro-ro" data-variantfieldname="Link">Romanian</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Slovakia</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/sk-sk" data-variantfieldname="Link">Slovak</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Spain</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/es-es" data-variantfieldname="Link">Spanish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Sweden</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/sv-se" data-variantfieldname="Link">Swedish</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">United Kingdom</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-gb" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> </div> </div> </div> <div class="tab"> <div class="row"> <div class="row component column-splitter"> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Australia</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-au" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">China</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="https://www.wolterskluwer.cn" data-variantfieldname="Link" target="_blank">Simplified Chinese</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Hong Kong</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div 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<ul> <li> <div class="field-link"> <a href="/en-nz" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 class="language-selector-modal__country-name">Philippines</h6> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Home page:</span> <ul> <li> <div class="field-link"> <a href="/en-ph" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> <div class="language-selector-modal__page"> <span class="language-selector-modal__page-name">Current Page:</span> <ul> <li> <div class="field-link"> <a href="/en-ph/expert-insights/case-study-saniza-co" data-variantfieldname="Link">English</a> </div> </li> </ul> </div> </div> </div> </div> </div> <div class="col-12 col-md-3"> <div class="row"> <div class="component link-list"> <div class="component-content"> <h6 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class="breadcrumb-navigation__item home"> <span class="breadcrumb-navigation__link">Saniza & Co improves efficiency and accuracy in audit delive...</span> </li> </ol> </nav> </div> </div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div class="row"></div> </div> </div> </div></div></div> </div> </header>   <main> <div id="content" class="container"> <div class="row"> <div class="row"><div class="component article-header col-12"> <div class="component-content"> <div class="image field-image"><image height="530" stylelabs-content-type="Image" alt=" Female colleagues working at computer desk" stylelabs-content-id="2517352" width="2121" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/2517352/thumbnail" src="https://assets.contenthub.wolterskluwer.com/api/public/content/2517352--female-colleagues-working-at-computer-desk-1210f57175?v=4c767ec5" 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sizes="(max-width:539px)539px, (max-width:767px)767px, (max-width:991px)991px,(max-width:1199px)1199px,(max-width:1440px)1440px,1920px" format="" data-variantfieldname="Image" /></div><div class="container no-padding"><div class="col-lg-10 offset-lg-1 no-padding"><div class="eyebrow"><span class="interest-area field-name">Tax & Accounting</span><span class="date field-editorial-publish-date">Tháng Mười 28, 2024</span></div><h1 class="title field-title">Saniza & Co improves efficiency and accuracy in audit delivery with CCH ProSystem fx Engagement</h1><div class="author-section"></div></div></div> </div> </div> <div class="row component column-splitter"> <div class="col-12 col-md-8 col-lg-1 sticky-wrapper"> <div class="row"> <div class="component social-share vertical col-12"> <div class="component-content"> <div class="share-sticky"><div class="share-wrapper"><div class="share-btn share-btn-linkedin" aria-label="Share on Linkedin"></div><div class="share-btn share-btn-twitter" aria-label=" Share on Twitter"></div><div class="share-btn share-btn-facebook" aria-label="Share on Facebook"></div><div class="share-btn share-btn-mail" aria-label="Share with Mail"></div><div class="share-btn share-btn-print" aria-label="Print"></div><div class="share-btn share-btn-link" aria-label="Copy Link"></div></div></div> </div> </div> </div> </div> <div class="col-12 col-md-8 col-lg-6"> <div class="row"> <div class="component row-splitter"> <div class="container-fluid"> <div > <div class="row"> <div class="component rich-text article-text"> <div class="component-content"> <h3>Audit firm Saniza & Co is committed to audit excellence and fostering the professional growth of future leaders in the industry. Nurrita Binti Noordin, Audit Director, Saniza & Co explains how CCH ProSystem fx Engagement has delivered critical improvements and support to their business.<br /></h3> <hr /> </div> </div> <div class="component wk-container col-12 indent-bottom alternate-background"> <div class="component-content"> <div class="row"> <div class="row component column-splitter"> <div class="col-12 col-md-6 offset-0 offset-md-3"> <div class="row"> <div class="component image file-type-icon-media-link col-12 indent-bottom"> <div class="component-content"> <a title="image" href="#"><image height="177" stylelabs-content-type="Image" alt="Saniza & Co Logo Transparent" stylelabs-content-id="2518743" width="492" thumbnailsrc="https://contenthub.wolterskluwer.com/api/gateway/2518743/thumbnail" src="https://assets.contenthub.wolterskluwer.com/api/public/content/2518743-saniza-co-logo-transparent-7ac31432e7?v=5ae5b9af" srcset="https://assets.contenthub.wolterskluwer.com/api/public/content/2518743-saniza-co-logo-transparent-7ac31432e7?v=5ae5b9af&t=w507l 507w,https://assets.contenthub.wolterskluwer.com/api/public/content/2518743-saniza-co-logo-transparent-7ac31432e7?v=5ae5b9af&t=w628l 628w,https://assets.contenthub.wolterskluwer.com/api/public/content/2518743-saniza-co-logo-transparent-7ac31432e7?v=5ae5b9af&t=w634l 634w,https://assets.contenthub.wolterskluwer.com/api/public/content/2518743-saniza-co-logo-transparent-7ac31432e7?v=5ae5b9af&t=w735l 735w,https://assets.contenthub.wolterskluwer.com/api/public/content/2518743-saniza-co-logo-transparent-7ac31432e7?v=5ae5b9af&t=w768l 768w" loading="lazy" data-variantitemid="{42CBD983-B820-44FF-A332-30BF795DFD18}" sizes="(max-width:539px)507px,(max-width:767px)735px,(max-width:991px)634px,(max-width:1199px)628px,(max-width:1440px)768px,768px" format="" data-variantfieldname="Image"></image></a> </div> </div> </div> </div> </div> <div class="row component column-splitter"> <div class="col-12 col-md-6"> <div class="row"> <div class="component rich-text article-text"> <div class="component-content"> <h3>Company details</h3> <p>Name: Saniza & Co<br /> Size: 7 employees</p> <h3>Solution</h3> <ul> <li><a href="/en-my/solutions/cch-prosystem-fx-engagement" target="_self">CCH ProSystem fx Engagement</a></li> </ul> </div> </div> </div> </div> <div class="col-12 col-md-6"> <div class="row"> <div class="component rich-text article-text"> <div class="component-content"> <h3>Benefits</h3> <ul> <li>30% time savings per audit</li> <li>10-20% reduction of audit expenses</li> <li>Automated processes</li> <li>Improved data security</li> <li>Improved accuracy & team collaboration</li> </ul> </div> </div> </div> </div> </div></div> </div> </div> <div class="component pullquote indent-top"> <div class="component-content"> <div class="pullquote-content"><div class="pullquote-quote field-quote">Our efficiency has significantly increased since we invested in CCH ProSystem fx Engagement; duties have been automated, and audit time has decreased by 30%.</div><div class="pullquote-author field-author">Nurrita Binti Noordin, Audit Director, Saniza & Co</div></div> </div> </div> <div class="component rich-text article-text col-12"> <div class="component-content"> <h2>Key challenges faced by the firm</h2> <p>Saniza & Co were facing a number of challenges that prompted the firm to seek a more efficient solution.</p> <h3>Poor Document Management<br /></h3> <ul> <li>Client documents were scattered across emails, local drives, and paper files, leading to significant inefficiencies.</li> <li>This disorganisation made it difficult to locate important documents, resulting in slower client service and increased risk of errors due to missing or incomplete information.</li> </ul> <h3>Inefficient Workflow Management<br /></h3> <ul> <li>Lack of clear processes led to messy and disorganised handling of client tasks.</li> <li>This caused confusion, missed deadlines, and delays, as team members lacked a clear view of responsibilities.</li> <li>Work duplication or oversight slowed down overall productivity.</li> </ul> <h3>Lack of Real-time Visibility and Reporting<br /></h3> <ul> <li>Firm Leaders struggled to obtain real-time data on client engagement, project status, or financial performance.</li> <li>Limited visibility into client profitability and project progress hindered informed business decisions and strategic planning.</li> </ul> </div> </div> <div class="component pullquote col-12"> <div class="component-content"> <div class="pullquote-content"><div class="pullquote-quote field-quote">By adopting CCH ProSystem fx Engagement software, we have been able to achieve substantial workflow efficiencies and time savings, as well as improvements in accuracy; minimising human errors by using the software that helps validate data and ensure accuracy.</div><div class="pullquote-author field-author">Nurrita Binti Noordin, Audit Director, Saniza & Co</div></div> </div> </div> <div class="component rich-text article-text col-12"> <div class="component-content"> <h2>The benefits of CCH ProSystem fx Engagement</h2> <p>For Saniza & Co, Nurrita sumarises the key benefits of the software as follows:</p> <ul> <li>Simplified organisation and storage of engagement documents, enabling quick access and effective collaboration.</li> <li>Allows teams to work more efficiently by providing features for task assignments, monitoring progress, and securely sharing documents.</li> <li>Reduces the chance of errors with integrated data tools and templates, resulting in consistent and accurate financial reporting.</li> <li>Enables firms to customise processes according to their specific requirements and preferences, enhancing flexibility in engagement management.</li> </ul> <h2>Return on investment</h2> <p>The software has delivered tangible return on investment (ROI) for the firm as well.</p> <p>“Our efficiency has significantly increased since we invested in CCH ProSystem fx Engagement; duties have been automated, and audit time has decreased by 30%,” Nurrita explains.</p> <p>“Compared to Excel, the program has improved data security, boosted accuracy by decreasing errors with defined templates, and improved collaboration through centralised data administration.</p> </div> </div> <div class="component pullquote col-12"> <div class="component-content"> <div class="pullquote-content"><div class="pullquote-quote field-quote">Its extensive reporting capabilities also save time when customising reports. Due to less paper, quicker procedures and fewer mistakes, we have reduced audit expenses by 10–20% overall, which has produced a high return on investment.</div><div class="pullquote-author field-author">Nurrita Binti Noordin, Audit Director, Saniza & Co</div></div> </div> </div> <div class="component rich-text article-text col-12"> <div class="component-content"> <h2>Change management</h2> <p>Support from the CCH Team has also been valued by the Saniza & Co team.</p> <p>“The onboarding process with Wolters Kluwer was smooth and well-supported. Their team provided clear training, making the transition from Excel to CCH ProSystem fx Engagement easy. Any issues were quickly resolved, and we were able to implement the software without major disruptions,” said Nurrita</p> <p>“In my opinion, the support provided by the CCH staff is excellent. They are very helpful in resolving issues that I can't solve on my own, and the staff members are always friendly.</p> <p>“Overall, I highly recommend this software to other firms, as it is extremely helpful for carrying out the auditing process.”</p> </div> </div> <div class="component productpromo medium-gray-bg col-12"> <div class="component-content"> <div class="product-wrapper"><h4 class="productpromo-name field-name">CCH ProSystem fx Engagement</h4><div class="productpromo-description field-description">Learn how CCH ProSystem fx Engagement can help your firm.</div><div class="productpromo-link field-link"><a data-variantfieldname="Link" data-dm-wk="productpromotion.button" href="/en-my/solutions/cch-prosystem-fx-engagement#form" data-variantitemid="{45E2AF11-A8F8-41F1-9705-775BE853FFA4}">Enquire Today</a></div></div><div class="details-wrapper"><div class="productpromo-cta-wrapper"></div></div> </div> </div> </div> </div> </div> <div class="container-fluid"> <div > <div 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