Workflow for audit collaboration in the field

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Accounting CS Workpapers provides the flexibility for staff to perform audit tasks in the field based on the network configuration in which they are working.

The following workflow illustrates the various methods that audit staff can use to complete audit work in the field.

Click to view details Click a shape that contains the Link link icon icon to view detailed information

SMART Practice
Aids Audit
collaboration
in the field
[Not supported by viewer]
Perform fieldwork via Virtual Office CS or Software as a Service (SaaS), or terminal server.
[Not supported by viewer]
Will you be working
in the field?
Will you be working<div>in the field?</div>
Yes
Yes
Perform fieldwork via the Fieldwork Utility in a peer-to-peer network.
Perform fieldwork via the Fieldwork Utility in a peer-to-peer network.
Disconnect / Return workpapers
Disconnect / Return workpapers
Perform fieldwork in the disconnected workpapers and then return it to fieldwork laptop when complete.
[Not supported by viewer]
Complete audit work at the office
Complete audit work at the office
No
No
Will you have
internet access?
[Not supported by viewer]
Will you need
access to the
Trial Balance?
[Not supported by viewer]
Yes
Yes
Yes
Yes
Yes
Yes
No
No
Are you using
SMART
Pracitice Aids?
[Not supported by viewer]
No
No
No
No

Related topics

Audit workflow, overview

Workpapers workflow for audit-based engagements

Account balance workflow and adjustments via the Trial Balance screen

Workflows in Accounting CS

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