Engagement Software to Manage Your Workflow

Engagement CS is the profession's most powerful engagement system, offering the advanced technology required to meet the increasingly complex and time-consuming professional standards.

A Completely Paperless Engagement Process Starts with Engagement CS

This powerful all-inclusive solution allows you to streamline every aspect of your engagement workflow—from planning and review to final document archiving—all in a completely paperless environment. Engagement CS enhances productivity of all types of professional engagements from audit to tax, and it ensures a complete, accurate, and cost-effective engagement every time.

With Engagement CS, you can:

Standardize and Streamline Your Entire Engagement Process

Powerful trial balance, seamless integration with leading applications, reporting tools, and workflow management will dramatically increase your efficiency and productivity.

Enjoy Unique Powerful Staff Collaboration

Provide multiple users simultaneous access to documents and the trial balance. Engagement CS's unique MultiStaff feature lets your team share workpapers and the trial balance concurrently, freeing you from the cumbersome logistics of checking out, transferring, and synchronizing files.

Ensure Compliance

Unprecedented integration with Thomson Reuters' leading professional guidance and research gives you an edge. Engagement CS received The CPA Technology Advisor's Innovation Award for its integration with Checkpoint Tools, PPC SMART Practice Aids, and RIA Research. The combination of these powerful tools assists you in compliance with GAAP, AICPA Professional Standards, SEC requirements, and current tax law.

Ensure Accuracy

With advanced reporting and diagnostic features and powerful staff-level security options, you're in total control to ensure every engagement is complete and accurate. Engagement management improves the quality of your work at all stages of the process. Engagement CS tracks every document, from creation through archive, and provides workpaper diagnostics through the process.

Benefit from a Completely Paperless Engagement

Seamless integration allows you to achieve a completely digital, end-to-end engagement workflow, making it easy to share resources across multiple locations.

Enjoy Powerful Trial Balance Capabilities

Engagement CS is the ideal system to create trial balances and prepare professional financial statements with ease. Advanced functionality provides helpful tools for tax reconciliation, cashflow reporting, accounting reports, leadsheet, schedules, tax exports and more. Engagement CS provides exceptional multi-user efficiency allowing your staff to make adjustments to the same trial balance simultaneously.

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