More Than Just Financial
Audit Software

See It in Action

Engagement See It in Action Videos will give you quick insight into the key functionality of specific features within this powerful audit and engagement system. From setup and preparation to final archiving and rolling forward the engagement for next year, see how Engagement CS enables a completely digital end-to-end workflow with unmatched speed and accuracy.

You'll also see the dramatic efficiencies that can be gained through seamless integration with the CS Professional Suite and Checkpoint Tools, PPC SMART Practice Aids, and RIA Research, and learn dozens of tips and tricks that save time and effort during each step of the engagement process.

Use the links below to watch videos on the following topics:

1. Checkpoint Integration

Access to specific PPC research points with one click. Length: 1:20

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2. Custom Excel/Word Workpapers

Create custom workpapers with the Workpaper Creation Wizard. Length: 1:16

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3. Diagnostics

Identify missing information, check engagement status, and more using comprehensive diagnostic reports. Length: 1:20

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4. Drag/Drop PDF and Annotations

Use the variety of annotation capabilities available for streamlined communication. Length: 1:12

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5. PPC Integration

Take advantage of integration capabilities with Checkpoint Tools and PPC's SMART Practice Aids. Length: 2:14

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6. On-Screen Review Tools

Simplify the review process with on-screen tools like sticky notes, tabbed view, and more. Length: 1:04

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7. Roll Forward

Automate the roll forward process from one year to the next. Length: 1:42

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8. Trial Balance Integration

Integrate trial balance data with workpapers automatically. Length: 1:23

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