Financial Audit & Trial Balance
Simplify All Your Engagements, Even Your Most Complex Ones
Engagement CS, the profession's most comprehensive and powerful paperless engagement
management system, is the ideal solution to handle all your firm's engagements with ease.
As part of the CS Professional Suite, Engagement CS shares data with other suite applications, so you can streamline every
aspect of your workflow. And it's designed with features that make engagements easier, while
keeping you in control of the whole process.
Throughout the entire audit process, from audit checklists to ensuring that you're compliant
with audit standards, with Engagement CS, you can:
Easily Start New Engagements
With the roll forward feature, it's easy to quickly assemble all types of
workpapers, including Excel, Word, PDF, and more. Plus, the SMART integration with PPC SMART
Practice Aids and Intelligent Document Storage functionality gives you streamlined audit efficiency.
Maintain an accurate picture of the entire engagement using helpful, detailed reports.
Track an Entire Engagement
Advanced reporting and diagnostic features, including convenient review notes,
workpaper tracking, and sign-off tools, simplify the completion of your work. From roll-forward
to archive, you can track every step of your process. And Engagement CS is the one and only
application that can provide you with a diagnostic report of unsigned steps for PPC audit
Define Your Own Staff-Level Security
The advanced management features in Engagement CS allow you to quickly assign
each staff member to a defined group and apply group-specific permissions. Plus, the powerful lock
down and status features assist you in meeting the 45-60 day audit standards.
Set Up Instant Networking—Without the Internet or a Server
Colligo, a leading provider of instant networking software that allows mobile
teams to share data using corporate applications, even when there is no access to the Internet
or corporate servers, offers instant networking software that enables notebooks and PDAs to
create a direct-connected ad hoc network with a single mouse click.
Allow Staff to Work Collaboratively
Using unique MultiStaff workpaper and trial balance management, staff can work
on the same engagement simultaneously. This feature makes it simple to transfer documents, and it
keeps your team's work up-to-date continuously.
Instantly link to PPC guidance from within the Engagement CS workspace.
Integrate with Checkpoint®
Access the profession's authority in guidance and practice aids including:
PPC Checkpoint Tools, PPC Practice Aids™, PPC Workpapers™, and
SMART Practice Aids™. The Checkpoint platform brings you all key materials from
AICPA, FASB, GASB, IASB, and COSO.
Enjoy Paperless Workflow with Microsoft® Excel® and Word Integration
With custom created Microsoft Excel and Word, workpapers balances are linked to
Engagement CS trial balance to streamline your workpapers and leverage the efficiency of
roll-forward and adjustments.
Directly Access Capital Confirmation, Inc.
Enjoy integrated reporting with the world's leading service for electronic
audit confirmations, from within the Engagement CS workspace.
Powerful Two-way Tax Integration
Update data in Engagement CS with the data sharing between Engagement CS and
UltraTax CS or GoSystem Tax RS. You can quickly
add, delete, or change journal entries, assign tax codes, and add new accounts with ease.
Ensure that Nothing Is Overlooked
Use the Wrap-up Wizard to guide you through finalizing your engagement. With
Engagement CS, you'll rest assured that your work is safe, locked down, and secure.
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