Using the CCH iFirm Engagement License Status Dashboard

The dashboard displays the CCH iFirm Engagement licenses the firm has purchased. It will help you manage your license usage, so you know if you are approaching your license limit. There are 4 different CCH iFirm Engagement products that can be licensed:

  1. CCH iFirm Engagement Pro, displays as Pro.

  2. CCH iFirm Engagement Knowledge Coach, displays as Knowledge Coach.

  3. CCH iFirm Engagement Knowledge Coach PCR, displays as Knowledge Coach.

A firm can purchase either Knowledge Coach or Knowledge Coach PCR; therefore, both products will just be referred to as Knowledge Coach.

The Engagement License Status dashboard will display 4 pieces of information for each product:

  1. Licensed – the total number of licenses purchased

  2. Used – the number of licenses used up until this point in time for the subscription period

  3. Remaining – the number of licenses remaining for the subscription period

  4. Subscription End Date – the end date for the subscription period

Licenses not used before the subscription period will not roll forward to the next period.